I have known that I wanted a career in finance from the age of 13. Since elementary school, my parents cultivated a strong degree of financial know-how within me. As I grew up, I began to self-educate in personal finance and explore ways where I could help people with that knowledge. I eventually found AXA; a strong company dedicated to strategic financial planning and passionate in its undertaking. At AXA, I work diligently to fully understand my client's goals and represent them in the acquisition of the various investment vehicles necessary to achieve those goals. Let us help you plan for success in your financial future. Personal Financial service: Including, but not limited to: retirement, wealth accumulation and preservation, college education savings. Risk management portfolio: Disability income, Long term care services, Life Insurance/survivor needs, and other concerns. Business Strategies: Including but not limited to: complimentary financial analysis and resources for employees, business succession issues, assessment of tax implications on savings and investment programs, buy/sell agreement funding, executive and key person compensation issues and strategies, Group Benefits: Health, 401(k), Disability Income and Long-term Care Services.
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