Financial Consultants

As a Financial Consultant at AXA Advisors, LLC I am dedicated to helping my clients build their financial futures.   My goal is to educate my clients so they are able to make informed financial decisions to help avoid future obstacles that could derail their financial dreams.   In my view, financial planning becomes a process of developing , implementing and monitoring over a life time.

With over 16 years in the industry, nine years with Morgan Stanley and seven years with AXA Advisors, LLC I feel I have the experience and knowledge to help you develop and implement a comprehensive financial strategy.

Having resided in Orange County for over 23 years, maintaining a strong sense of community and solid professional foundation are very important to me.   My community activities and professional affiliations include:

Awarded title of Retirement Planning Specialist by AXA Advisors, based upon successful receipt of a Certificate in Retirement Planning from Wharton School of Business.

FINRA Securities Registrations Series 7, 63, 65, 9, 10.

2006 Tustin Man of the Year

Member Tustin Host Lions

Member Tustin Chamber of Commerce

City of Tustin Community Service Commission, Commissioner.

My Personal interests are sailing, snow skiing, and spending time with family and friends.   I reside in Tustin, California with my wife Kristi.