About Us
Company History
I provide my clients with a local and personal financial services relationship that is supported by AXA Advisors, LLC, a nationwide financial services organization.
I have been providing financial services and products to clients for over 34 years with organizations such as Price Waterhouse & Co., UMWA Health & Retirement Funds and AXA Advisors, LLC.
Financial services offered include retirement funding, business continuity, estate planning, and educational funding. Financial products offered include mutual funds, unit investment trusts, brokerage accounts, fixed and variable annuities, stocks, bonds, money market funds, CD's, term, universal, variable universal and whole life insurance, health, disability, and long term care insurance, Roth, Traditional and Rollover IRA's, Coverdell Education Savings Accounts, 529 College Savings Plans 401(k)'s and 403(b)'s.
My Mission
When working to formulate a sound financial strategy, I believe in taking a long-term view. My experience and hands-on approach, combined with the variety of products and services offered through AXA Advisors, LLCs and its affiliates, can help you plan for -- and build -- your financial future.
My years of training and experience in financial services help me to assess your most important financial concerns. Working together, we'll evaluate each issue to design a financial strategy that addresses your unique needs and helps you reach your goals.
AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:
•Fee-Based Financial Planning
•Retirement Planning
•Business Planning
•Estate Conservation Strategies
•Fixed and Variable Annuities
•Variable and Traditional Life Insurance
•Disability Income and Other Insurance
•401(k) and other Company Sponsored Plans
•Asset Management Accounts
•Mutual Funds
•Education Planning
•Wrap Fee Accounts
•Brokerage Accounts
•Deferred Compensation Programs
•Buy-Sell Plans
•Life Insurance for Key Persons
•Asset Allocation Strategies
As an AXA Advisors financial professional, my goal is to deliver sound financial, investment and insurance strategies that are designed to help you take control of your future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the number listed on my home page or register for a no obligation appointment here on my Web site using the "Appointment sign-up" link. I look forward to working with you and helping you reach your goals.