About My Practice
Our team’s aim is to empower you to make informed decisions and take effective action toward meeting your specific goals.
Our mission is simple: To provide innovative and practical financial programs for our valued clients.
What’s distinctive about our approach is a focus on objective guidance. We can offer you a broad range of options for your individual and business needs through:
- Investment Services- Asset Accumulation, Short and Long Term Goals
- Risk Management- Wealth Preservation, Income and Family Protection
- Financial Planning Strategies- Education Funding, Retirement Funding
We are a part of the worldwide financial services leader the AXA Group. You can benefit from a local, personalized relationship and the security of a premier financial organization.
To develop, review or update your financial strategies and work toward your goals, please call for an appointment with one our team members.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Insurance Licenses
Life insurance: SC, NC, GA, NJ, IA, FL, Health/disability insurance: SC, NC, GA, NJ, IA, FL, Fixed annuities: SC, NC, GA, NJ, IA, FL, Variable annuities: SC, NC, GA, NJ, IA, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Chartered Advisor In Philanthropy (CAP)
Broker-Dealer Affiliation
AXA Advisors, LLC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
