WF

Division Vice President, Charlotte Branch

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   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 Division Vice President, in addition to our planning work with clients, I share the AXA Advisors career with other local professionals seeking a new and challenging opportunity.

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.

I am a member of several industry organizations, including the Million Dollar Roundtable, the National Association of Insurance and Investment Advisors and the General Agents and Managers Association, where I am often exposed to the latest in industry "Best Practices" and planning ideas.

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.

 

 

 

 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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