AXA

Discipline and Trust for the Long Run

Thanks for visiting my web site. Whether you are one of my wonderful clients or just visiting for the first time, I hope you find something useful. I always appreciate feedback so press the contact link to send me a note.


I was born in Washington, DC and grew up in Bethesda, Maryland. I obtained a BS in Mechanical Engineering from Cornell University in 1984.   From there, I worked as Captain in United States Air Force to help purchase F-16 Fighters in Dayton, Ohio, while also obtaining an MBA from Wright State University in 1987.


My family and I moved to Cary, NC in 1991 where I initially worked as an entrepreneur with a small RTP Development Company for 5 years in the early 1990s. In 1996, I joined Nortel Networks working in Finance and Product Management. In 2002, I was fortunate enough to join AXA Advisors earning such accolades as Financial Advisor of the Year in my peer group for 2003, 2005, and 2006. 


My wife LaVonda and I have 3 wonderful children and numerous pets. I am very active in the community, serving on the YMCA Cary Branch Advisory Board for 10 years. Currently. I am helping coach soccer, volleyball, and swim meets and also enjoy biking and racquetball.


My diverse experience has made me very well suited for my current (and final) profession. Having worked with large and small companies, public and private, I have shared many of the everyday  problems my clients now face.  My goal is to establish long term working relationships with my clients.


The financial services include general investing, college funding, retirement planning, and insurance planning related to life, health, disability and long term care. I also assist with estate and tax planning working with numerous local lawyers and accountants.

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

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