As a CERTIFIED FINANCIAL PLANNER^™ practitioner and local manager in the Retirement Benefits Group (RBG) with AXA Advisors, LLC, I am focused on providing the best opportunity for my clients to be successful in achieving their financial goals.

In 2002, I started my career with AXA Advisors and was excited to help establish and build the local Retirement Benefits Group.  The RBG is a division of AXA Advisors that specializes in working with the retirement planning needs and other financial strategies of nonprofit organizations, educators, business professionals, hospitals and government employees.  In 2004, I was promoted to manage the local RBG program. 

As a manager, I am constantly seeking motivated individuals who are looking for a challenging and rewarding career opportunity that is based on helping clients make the best choices when it comes to saving, investing, managing risk and the proper positioning of assets.  If you know of someone who you trust and believe would be a reliable addition to a very focused team of successful financial consultants, I would appreciate an introduction to the candidate.

As a financial consultant, I enjoy my role in helping clients build their customized financial road maps, so that they are able to meet and exceed their retirement goals, education funding goals and other financial dreams.  With the tremendous support of AXA and the RBG, I am able to provide the best strategies to help the client be successful.  I am very proud that many of my clients have come from client referrals to their family, friends and acquantances that are seeking financial advice - those referrals allow me to spend his time working with clients, instead of prospecting for new ones.

To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs. This includes completing the curriculum and passing the exams for: