AXA

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 a teacher in Gurnee, IL.  We reside in Beach Park, 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.

 
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumer rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

More Newsletters →

Market Watch

November 21, 2008 @ 11:01 AM

Nasdaq Composite 1,304.31- 11.81
S&P 500 747.62- 4.82

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