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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