AXA Advisors LLC

For Living Life on Purpose

Welcome to the Financial Coach!

Game Plan

I help my clients discover what's really important to them, make smart choices about their money, and enjoy a better quality of life.

Strategy

You're very good at what you do and devote a lot of time to your career or business. You'd like to have more time for physical and spiritual health, family, friends and fun.

I can't "create" more time, but I can "give" you more of the time you have. Based on your values and your goals, I'll help you develop a specific strategy, a realistic game plan. 

And I'll be there to help keep you on track, doing what you need to do.

Goal

Delegate to me the task of reviewing and helping you work toward your financial objectives: investments, insurance, college education funding, financial independence, wealth transfer and business succession planning. As your financial coach, I'll work with your attorney, CPA and other financial professionals so all the players know the game plan.

Background

  • Financial Consultant, Helping clients since 1987
  • National Football League Players Association, Registered Player Financial Advisor
  • Investment Advisor Representative of AXA Advisors, LLC,
  • Executive Benefits Group Specialist
  • Member, Million Dollar Round Table
  • Bachelor of Science, University of Wisconsin, Madison, WI
  • Chartered Life Underwriter (1989) and Chartered Financial Consultant (1990), professional designations of The American College, Bryn Mawr, PA
  • Member, Estate Planning Council of Seattle
  • Member, East King County Estate Planning Council
  • Member, National Association of Insurance and Financial Advisors
  • Member, Society of Financial Service Professionals
  • Member, Endowment Committee, Zion Lutheran Church, Kent, WA

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

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Newsletters

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

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Test how much you know about one of the most popular investment vehicles.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

More Newsletters →