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

To stay on top of my field and develop my professional skills over my 22-year career, I have regularly attended industry training and certification programs.  This includes completing the curriculum and passing the rigorous exams for the:

 

 

 

  •  CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
  •  Chartered Life Underwriter (CLU)
  •  Chartered Financial Consultant (ChFC)
  •  Chartered Advisor for Senior Living™ (CASL™)
  •  FINRA Securities Registrations: Series 6, 7, 63, 65, 53, and 24

I also regularly attend continuing education classes so that clients can count on me to provide accurate, up-to-date information. I have been awarded the title of Retirement Planning Specialist by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business.

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 hodgepodge of unrelated products, first I will consider your specific financial goals and investment objectives. Working together, I will help you to develop a sound strategy to address your goals. Then I can recommend the appropriate products and services to help you execute your strategy. It is also important to review your situation regularly and make changes as needed. I believe in maintaining long-term relationships with my clients.

My wife Abby and I live in Bellevue, Washington with our 2 children.

 

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.

ChFC and CLU are professional designations of The American College, Bryn Mawr, PA.  Certificate in retirement planning awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

RETIREMENT PLANNING SPECIALIST title (AXA Advisors, LLC) The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V