Hello, and thank you for visiting my site.
After almost a decade in this business, one of my first observations that led me to a career in financial services remains true; many people believe that financial planning is only meant for large companies with a team of professionals. My goal as a financial professional is to #1, make sure my clients are taken care of, and #2, that they are comfortable. How I do this is by using the same strategies afforded to institutional based investors and personalizing them to fit an individual's own financial needs. Through AXA Advisors, LLC. and their extensive network of over 100 investment companies and over 100 insurance companies, we can provide a customized set of financial solutions that each of my clients deserve.
My achievements have afforded me the opportunity of membership in such industry organizations as the Million Dollar Round Table as well as the General Agents and Managers Association. Through these organizations, I have access to the latest industry "best practices" and planning ideas to assist the development of my team and our clients in charting a course for their own financial success.
Whether you have questions about your current financial plan, or you are considering starting one, I can help. Let's have a conversation, (704) 540-2966.