My Mission

As a financial professional whose primary focus is estate planning strategies, I work with affluent clients - and often their accountants and attorneys - to create financial strategies that may help reduce estate tax liabilities.

My focus on executive benefits enables me to help you structure fiscally responsible compensation strategies that are designed to help you recruit and retain the talented and qualified executives you need to run your business.

My focus on executive benefits and estate planning strategies, two complementary disciplines, has enabled me to develop a thorough understanding of these specialized fields. My years of experience enable me to provide quality, professional service to business owners and other successful individuals.

My professional focus is helping companies set up and service qualified retirement plans for employees. My focus on retirement planning also enables me to help business owners and top executives develop their own personal retirement strategies. Whether it's choosing an IRA, a Roth IRA, a non-qualified annuity or other retirement savings vehicles, my experience can help create plans to address a wide-variety of retirement planning goals.

My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.

When it's time to implement your strategy, we'll work side-by-side to review the alternatives. Next, you’ll select a combination of products and services that makes sense and is appropriate for your needs. From time to time, I'll check back to make sure you're still on track and sticking to the strategy.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

Now that you've learned a little bit about me and the work that I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.

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