Retirement Planning Specialist, Financial Consultant-Charlotte Branch

   In 1996, I joined the AXA Advisors, LLC team of financial professionals so that I might share with others my devotion to planning for the future and my passion for investing.

Today, in my role as a Retirement Planning Specialist, I help clients with important financial planning decisions, with emphasis on Estate Planning Strategies, Business Succession Planning, Executive Benefits, and creation of sustainable Retirement Incomes.

In order to further my education as a financial professional, I completed The American College ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter) programs in 2004.

In 2009, I was invited to attend the AXA 'At Retirement' Program at the Wharton School of Business in Philadelphia, PA, where I participated in an intensive executive education program created exclusively for AXA Financial Professionals.

I am a member of several industry organizations, including the Million Dollar Roundtable and the National Association of Insurance and Investment Advisors, where I am often exposed to the latest in industry "Best Practices" and planning ideas. In 2010, I became a member of the AXA Equitable "Hall of Fame", reserved for Financial Professionals that have acheived ongoing levels of success within the industry.

My wife, Lou and I have lived in the Dilworth community in Charlotte since 1992, and are blessed to serve on several civic and non-profit organizations in the local area.