Helping You To Develop a Financial Strategy
My academic background includes a Bachelor of Business Administration Degree from Boston University. I have recently completed the course work for a Wharton Certificate in Retirement Planning. My education, experience and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Together, my clients and I work to formulate a strategy to help them address their financial goals. After that process is completed, and a risk assessment is performed, I can, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, recommend the appropriate products and services to help you execute a sound financial strategy. Through my company, SLF Insurance Services, I can help both individuals and businesses obtain quality, as well as competitive health, disability and long term care insurance products. We offer complimentary quotes from over 20 companies competing in this marketplace. Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:
My wife, Scarlet, and I live in Newport Coast, California with our two dogs Winston and Blue. We are avid golfers. AXA Equitable does not issue disability income insurance, group life insurance, health insurance, dental plans, or vision plans. These products are issued by third-party insurers and are made available through an insurance brokerage affiliate. Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. ChFC and CLU are professional designations of The American College, Bryn Mawr, PA |

