As a financial professional with AXA Advisors, LLC, and an active member of the San Diego community, I am dedicated to helping individuals and businesses build their financial futures.

My education, experience, and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I can recommend appropriate products and services to help you execute your strategy. Maintaining a strong sense of community and a solid professional foundation are very important to me.

To stay on top of my field and develop my professional skills over my 14 year career, I've regularly attended industry training and certification programs.

This includes completing the curriculum and passing the exams for the:

  • FINRA Securities Registration: Series 63, 65 and Series 7
  • California Insurance License
  • Accredited Investment Fiduciary(R) 

My academic achievements include:

  •  A Bachelors of Arts Degree in Economics from the University of California Santa Barbara    

My professional affiliations include:

  • Member MDRT
  • Member of the Financial Planning Association
  • Member of the National Association of Insurance and Financial Advisors

My wife Leigh and I reside in Point Loma and have 2 daughters.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy.

You'll also find calculators that will help you assess your current and future needs.

For help with your financial management, or for more information on AXA Advisors,LLC, please contact us today. Please remember to visit our Web site often, as our content is constantly changing. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.