Your Life... Your Way. Plan It. Live It.
I can help make it happen...
As an Equitable Advisors Financial Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me. I have the resources and knowledge to help you develop and implement a sound financial strategy.
My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services.
I am a member of the Paramount Planning Group, a division of Equitable Advisors, which is comprised of a select group of financial professionals who are distinguished for exceeding a high standard of experience and service in the industry. I have been a registered representative of AXA Advisors, LLC since 1980 until January 2020. AXA Advisors, LLC was rebranded to Equitable Advisors in January 2020.
I hold a Bachelor of Science degree from Illinois State University and have completed the course work for a Wharton Certificate in Retirement Planning. This certificate was awarded based on the completion of a training program at the Wharton School, University of Pennsylvania. My designations and achievements include the Equitable Hall of Fame; Lifetime Member of the Million Dollar Round Table; and the Hallmark III Award. I have lived in Ponte Vedra Beach, FL since 1983 with my wife Lori.
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