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

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

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