My Approach

I have years of professional experience helping individuals create and implement personalized retirement strategies. Whether it's choosing an IRA, Roth IRA, a non-qualified annuity or other retirement savings vehicles, my experience can help create plans to achieve a wide-variety of retirement planning goals.

My professional focus is helping educators and non-profit employees plan and save for comfortable retirements using tax advantaged products. My background helps me understand these individual's special needs and develop plans geared towards achieving their financial goals. If you're a plan administrator, I'm here to help you provide your employees with effective retirement saving programs.

My ongoing education and experience, including a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, enable me to explain complex retirement issues and strategies in clear language. This should give you added comfort with the approach we develop. The entire process is best done through collaboration and a two-way commitment to your retirement strategy.

When it's time to implement your strategy, we'll work together to review the options and alternatives. Next, you can select a combination of products and services that make sense and suit your needs. From time to time, I'll check in to make sure you're still on track and sticking to the strategy.

As a registered representative of AXA Advisors, LLC, and an agent of AXA Network, LLC and its subsidiaries, I offer a variety of financial products and services that are designed to help you plan for and achieve a more secure retirement. These include:


  • Retirement Planning Strategies
  • Wealth Enhancement and Preservation
  • Estate Conservation*
  • Education Planning
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Income and Family Protection
  • Asset Management Accounts
  • Asset Allocation Strategies
  • Risk Tolerance Analysis
  • Long-Term Care Insurance*
  • Mutual Funds
  • Wrap Fee Accounts
  • 401(k) and other Company Sponsored Plans
  • Brokerage Services
  • Deferred Compensation Programs

* Funded through the use of life insurance or other financial products.

Now that you've learned a little bit about me, my specialized training and the work I do, let me help you plan for a sound retirement. Send me an e-mail, give me a call at the phone number listed on my Home page or register to attend one of our ongoing educational retirement seminars. Let's work together to help you build a more secure retirement lifestyle.

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