Today's investment climate offers unprecedented opportunities. At AXA, our mission is to help clients take advantage of these opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined plan for achieving those goals
3. Ongoing advice to help make adjustments when needs change
As your AXA Financial Consultant, I am equipped to cover all areas of financial management, from investments and retirement planning to risk management and estate conservation strategies. We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet short, intermediate, and long-term goals.
I hold an MBA in Finance and Accounting from the William E. Simon Graduate School of Business Administration and a Bachelors Degree in Economics from the University of Rochester. I also maintain the Series 7, 66, and 24 FINRA securities registrations, as well as life & health insurance licenses. In January of 2011, I was promoted to Vice President and now oversee a team of financial professionals.
On this site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs.
For help with your financial management, or for more information, please contact me today.