As an AXA Advisors financial professional, I am dedicated to helping my clients fulfill their life goals through financial strategies. To do it right takes commitment and planning and the services of a capable financial professional. As an active member of the Washington, DC community, I am dedicated to helping individuals and businesses build their financial futures.
As a Financial Consultant, I provide financial and retirement strategies for my clients. By understanding your goals, values, and risk tolerance, I can propose suitable strategies for investments, life insurance, long term care insurance, annuities and fee-based planning.
I successfully completed and obtained my Certificate in Retirement Planning from the Wharton Business School. By applying this education to my clients' financial problems, we provide income strategies that will help protect our clients from outliving their assets as well as from long term care illnesses or disabilities.
To stay on top of my field and develop my professional skills for my career, I have regularly attended industry training, seminars, and certification programs. This includes completing the curriculum and passing the exams for the:
- FINRA Securities Registration: Series 7 and Series 66
- Annuity and Life and Health Licenses
My academic achievements include a Bachelor of Arts degree in Sociology and Computer Science from Brooklyn College, CUNY
My education, experience, and professional affiliations have fostered my practical approach to offering financial products and services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, I --- as a registered representative of AXA Advisors, LLC, and an agent of AXA Network, and its subsidiaries --- can recommend the appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:
- Member of the National Association of Insurance and Financial Advisors
- Member of Million Dollar Round Table (MDRT)
- Director of Finance for Southeast Hebrew Congregation
- Member of BNI
My wife Laurie and I live in Silver Spring, Maryland, with our two children.
Serving the Montgomery County, MD and these communities: Bethesda, Chevy Chase, Gaithersburg, Germantown, Olney, Potomac, Rockville & Silver Spring, MD