As an AXA Advisors financial professional and an active member of the Fort Wayne community, I am dedicated to helping individuals and businesses build their financial futures.  Areas that I am experienced in include:

 Wealth Management and Investment Planning             

 Retirement Planning

 Business and Estate Planning Strategies

 Development of Retirement Plans for Businesses

 Group Health and Other Employee Benefit Programs*

After graduating from the University of Evansville in 1978, I spent several years in private and public accounting.  My career with AXA Advisors began on January 1, 1989.  My company achievements include:

  • 6 Time Centurion
  • 5 President's Cabinet Awards
  • 5 National Leader Corps Awards
  • 1999, Entered the Hall of Fame
  • 2004, Superior Achievement Award
  • 7 Circle of Excellence Awards
  • 2 Summit Awards
  • 2009 Distinguished Service Award
  • 2012 Hallmark 3 Award
  • 2014 Silver Medal of Honor
  • 2014 Veteran Service Award

Maintaining a strong sense of community and a solid professional foundation are very important to me.  My community activities and professional affiliations include:

  • AICPA and Indiana CPA Society
  • Institute of Certified Financial Planners
  • Fort Wayne Estate Planning Council
  • Fort Wayne Breakfast Sertoma Club
  • Attend The Chapel

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

 

In my leisure time, I enjoy traveling, golfing, fishing, bicycling and spending time with my family.

AXA Advisors and its affiliates and associates do not provide tax or legal advice.

* Products offered through AXA Network, LLC and its insurance agency subsidaries.

Retirement Planning Specialist title awarded by AXA Advisors, based upon reciept of a Certificate of Retirment Planning from the Wharton School of the University of Pennsylvania.

CFP® and CERTIFIED FINANCIAL PLANNER™ 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.