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 an elementary educator, having taught kindergarten through second grade.  We reside in Gurnee, IL with our children Lucas and Makenzie.

Outside of work and spending time with my family, I enjoy the challenge of triathlons, the longest of which has inlcuded a 1/2 Ironman® (1.2 mile swim, 56 mile bike, and 13.1 mile run).

 

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.

 
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

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

More Newsletters →