As a Financial Cunsultant with AXA Advisors LLC, I help my clients reach their long term financial goals by developing an action plan that matches their specific situation.
I earned my Bachelor of Science degree in Finance at W.P. Carey School of Business at Arizona State University. During my career, I have recieved certifications including my Series 7 and Series 66.
My goal is to develop long term relationships with my clients that lead to financial independance and stability. Some of the areas I focus on include:
- Estate Planning Strategies
- Asset Protection
- College Funding
- Retirement Income
- 401(k) and IRA Rollovers
- Life Insurance
- True Own Occupation Long Term Disability Insurance
- Long Term Care Insurance
- Debt Management
The best compliment of my services is the opportunity to work with your friends, family, and colleagues.
AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. 85941 (06/2013)(exp. 06/2015)
2 N Cascade Ave #600
Colorado Springs, CO 80903-1650
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