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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

More Newsletters →