Our Qualifications

Tim, as a Retirement Planning Specialist and the former Branch Manager of the Pittsburgh Branch of AXA Advisors, LLC, has been assisting clients in meeting their financial goals since 1985.

Education & Licenses:

Certificate in Retirement Planning (Wharton)**

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 Principle

Series 7 - Full Registration/General Securities Representative

Series 65 - Uniform Investment Advisor

Series 24 - General Securities Principle

Series 53 - Municipal Securities Principle

Indiana University of Pennsylvania, B.S.

Professional Organizations & Affiliations

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

1999 President's Trophy

2000 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