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 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.

 
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

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

More Newsletters →