AXA ADVISORS, LLC

Welcome to my web site! As a Financial Consultant, with AXA Advisors and The Sterling Group, 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 strategies that meet their financial needs. AXA provides me with access to a large network of products and services to help my clients. 

A big part of my process involves evaluating my clients current situation and educating them on what steps they should to take to stay on track for their financial future. To ensure that the process works, 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 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 a Bachelors and Masters in Organizational Behavior and Business Management from Stanford University 1993-1994. I attended Stanford University on a basketball scholarship and played professional basketball for seven years in Europe and Japan. In 2004 I became a member of the industry standard Million Dollar Round Table  and  Financial Planning Association. In 2003 I earned honors as a member of AXA Advisors' National Leader's Corps.  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. 

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