Partner in the Accumulation and Preservation of Wealth

My focus on your broad financial picture permits more responsive and responsible planning.  This, in turn, enables every facet of your plan to work in harmony, helping you address your financial goals.

 Welcome and thank you for visiting my web site.   I believe it is important for you to know my background, commitment, and approach to financial planning. 

I have been providing my clients with  local and personal financial services relationship that is supported by AXA Advisors, LLC for over 20 years.  I am dedicated to continually learning more to help you meet your financial goals. I have recently completed the course work for a Wharton Certificate in Retirement Planning.  My years of experience and education, enables me to provide you with quality financial information and personal service.

 My approach to financial design is done through a “consultative” approach that includes helping clients identify their financial goals and objectives and making recommendations based on an analysis of their goals. Periodic reviews are provided to help monitor changes in their financial goals & objectives. By using this three step approach, I can best serve my clients and build a long lasting relationship with them. Please take a few moments to review the “My Approach” page of this web site to familiarize yourself with more detailed information on how I can help you design a sound financial future. I look forward to the opportunity to meet and talk with you in the near future.

Education & Licenses:

Certified Financial Planner (CFP®)

Certificate in Retirement Planning (Wharton)**

Executive Certificate In Financial Planning, Duquesne University

Series 6 - Investment Company and Variable Contracts Product Rep.

Series 63 - Uniform Securities Agent State Law Exam

Series 26 - Investment Company and Variable Contracts Product Principal

Series 7 - Full Registration/General Securities Representative

Series 65 - Uniform Investment Advisor

Series 24 - General Securities Principal

Series 53 - Municipal Securities Principal

Indiana University of Pennsylvania, B.S.

Professional Organizations & Affiliations

  Board Member, Butler County United Way

  National Association of Insurance and Financial Advisors

  Past-President, Indiana County Life Underwriters

  Past-President, Indiana Kiwanis Club

  Past-Board Member, Indiana County United Way

  Past Board Member, Indiana County YMCA

  Past Board Member, Indiana County Arts Council

Awards & Recognition

Centurion Award

President's Trophy

Chairman's Trophy

District Leadership Awards (2)

National Leader Corp

Past Branch Manager, Pittsburgh Branch AXA Advisors, LLC

* * Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania