AXA Advisors

Financial Consultant

I have been involved in the financial service industry since 1986. I am a registered Representative and Investment Advisor Representative of AXA Advisors,LLC and an agent of AXA Network. In addition I offer products from over 100 other companies through AXA Network,LLC.

I graduated with a bachelor's degree in management from Temple University. I received the designation of Chartered Life Underwriter(CLU)and Life Underwriter Training Council Fellow (LUTCF).

FINRA Registrations: Series 6, Series 7, Series 63, Series 65

I have dedicated my career to providing a full range of services and quality products. I help meet the needs of successful professionals, business owners, and retired individuals. My practice concentrates on retirement, estate planning and income and asset protection. Through outstanding service and a committment to excellence, I have built a solid client base and expanded my business through referrals from satisfied clients.

My experience has been recognized by the financial community as evidenced by my election into various organizations. I am a qualifying and life member of the Million Dollar Round Table and a member of the Society of Financial Service Professionals. In addition I hold membership in the National, Forida,and Sarasota Association of Insurance and Financial Advisors

 I am presently serving on the board of directors of Easter Seals Southwest Florida Foundation.

A strong sense of family and community are important to me. My wife Jeanie and I have been happily married since 1964 and have three children and two grandchildren.

I am totally committed to providing service for my clients through knowledge, continuing education and perseverance. My goal is to always serve my clients with excellence. I believe that "the difficult takes a while, the impossible a little longer"

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Newsletters

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

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