AXA Advisors

Financial Consultant

For every person, there is a different set of circumstance they feel must be addressed.  My role is to discover those differences and thoroughly help to address them. 
 

As a financial professional and an active member in the community, I am dedicated to working with business owners and their families and employees to help them plan for a sound financial future, while protecting themselves for the present.  To stay at the top of my field and to continually enhance the value provided for my clients, industry training and education remain top priorities of mine.    
 

My team and I concentrate in Employee Benefit Programs, Executive Compensation Packages, Business Continuation Planning and Estate Planning*. 

Education:

  • BS Finance, Virginia Tech
  • Certificate of Financial Planning, Georgetown University

Present Membership & Affiliations:

  • Virginia Tech Alumni Association

I currently reside in Arlington, Virginia.  In my spare time, I enjoy playing golf, basketball, football, and snowboarding.  Thank you for visiting my site.

 *Through the use of insurance and other financial products. 

 

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances

CFP ™, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

More Newsletters →