Professional Focus
As a financial professional of the Retirement Benefits Group, a specialized division of AXA Advisors, LLC, my focus is to help individuals and administrators of non-profit organizations understand the complexities of the financial industry so they can make sound financial decisions and have peace of mind that a team of dedicated financial professionals are on their side.
My goal is to accomplish the above through an educational approach, and to do so in a manner that is easy to understand, not filled with financial jargon that can be confusing and sometimes threatening to those not familiar with financial services.
Education
MBA, Finance, Roosevelt University
BBA, Human Resources, University of Iowa
Professional Licenses/Designations
FINRA Series 7, 24, 66
Life, Health and Long Term Care
Chartered Financial Consultant®
Certified Financial Planner™
Personal
My wife, Michelle, is an educator. We reside in Gurnee, IL with our children Lucas and Makenzie.
Chartered Financial Consultant is a professional designation of The American College
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.