AXA ADVISORS, LLC

Welcome to my web site! As a Retirement Planning Specialist, with AXA Advisors, I help individuals, families, and business owners develop appropriate financial strategies based on their various goals and objectives. I help my clients with retirement planning, college funding, risk management, survivorship needs, business succession planning, and estate planning* just to name a few. My clients value my ability to quantify their specific goals and objectives into a strategic plan that meets their financial needs. AXA provides me with access to a large network of resources, products, and services to help my clients. 

A major part of the financial planning process involves evaluating my clients current situation and educating them on what strategic actions they should to take to stay on track for their financial future.  Financial planning doesn't just focus on accumulating wealth; but also on protecting wealth by addressing concerns that can potentially derail the plan.  Reviewing the plan is also very important and I am in constant personal contact with my clients.  In addition, I have a team of financial professionals working with me to make sure my clients needs are properly addressed.

My team includes my personal assistant, another financial consultant, an estate planning attorney, and a certified financial planner (CFP).  Working with a team of specialists allows me to provide value for my clients needing  financial planning as well as more complex estate and business planning.  I do all my business through referrals, so whether its someone with a specific financial need (i.e. 401k/IRA rollover) or someone who needs to review their financial plan, feel free to e-mail me their contact information.

My background includes earning both my Bachelors and Masters degrees from Stanford University. I attended Stanford University on a basketball scholarship and played professional basketball for seven years in Europe and Japan.  My industry experience includes 9 years as a Financial Professional at AXA Advisors, LLC, member of the industry standard Million Dollar Round Table,  and  Financial Planning Association.  I also earned honors as a member of AXA Advisors' National Leader's Corps from 2003 to 2010.  From 2004 to the present I have qualified as a Centurion and/or Circle of Excellence level producer and have qualified for membership in The Sterling Group representing a top tier of AXA Advisors financial professionals.  In 2007, I earned my Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania.

 *Funded through the use of life insurance and other financial products