Thank you for visiting my website!  Here you can register and view your account online.  You'll also find educational newsletters, market updates, access to the most commonly requested service forms, as well as a host of various calculators and other financial tools that will enhance your financial IQ.  Above all, this website is intended as an additional resource in providing our clients with first-class service.  I hope you find it helpful.

As always, please feel free to contact us directly by phone or email.

We look forward to working with you to build and protect your financial future!

 

Biography

I started with the Retirement Benefits Group (RBG) division of AXA in 2005.  By endeavoring to develop strong relationships with clients; taking the time and attention necessary to understand their goals and concerns, and further their financial intelligence I was able to quickly build a large clientele.  The following year in 2006, I earned the designation of Retirement Benefits Specialist, Tax Sheltered Plans.  In 2007 I was recognized nationally by receiving the coveted award of Elite Producer, awarded to only the top 70 RBG advisors in the country.  In 2011 I was again nationally recognized for outstanding production, as a recipient of the prestigious Centurion Award.  My years of training and experience in financial services have equipped me with the skills necessary to design investment and protection strategies tailored to fit each individual client. 

In 2010 I began mentoring and training new  financial professionals to help ensure their success as they endeavored  to enter the vast financial services industry. In addition to working with these new financial professionals, I also began building strategic partnerships with other experienced financial professionals who specialize in other areas financial services. These newly formed partnerships have allowed me and the rest of the team the ability to specialize in different areas of the financial service industry and provide comprehensive services to clientele all across northern Ohio.

As an Investment Advisor Representative with AXA Advisors, LLC, and an agent of AXA Network, LLC and its subsidiaries, my team and I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC.  I currently hold both the Series 7 and Series 66 registrations with FINRA, as well as a Life and Health Insurance License in the states of Ohio and Pennsylvania. 

I attended Lake Catholic High School  in Mentor, Ohio. Followed by completing all undergraduate per-requisite classes at the University of Dayton before moving on to John Carroll University where I earned a Bachelor’s degree in Business Finance. 

 

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Retirement Benefits Group is a specialized division of AXA Advisors, LLC. AXA Advisors, AXA Network, and AXA Equitable are affiliated companies.