As a financial professional and member of the Jacksonville community, I am dedicated to helping individuals and businesses build their financial futures.
I have been a professional in the financial field for over 30 years. I regularly attend industry training and certification programs and have the following credentials and awards:
Executive Benefit Specialist
Estate Planning Specialist
Qualified Plan Specialist*
AXA Gold Member
FINRA Securities Registration: Series 7, Series 63 and Series 65
Certified Public Accountant
AXA Institute at Harvard University
My academic achievements include:
Bachelor of Business Administration Degree in Accounting from the University of North Florida
I have been a part of the Jacksonville community for over 50 years. Having a solid professional and community foundation is very important to me. My community activities include:
Board of Directors March of Dimes 1982-2001
My wife Sharon and I live in Jacksonville, Florida and have three grown children. Thank you for visiting our website. I look forward to the opportunity to earn your business.
*Qualified Plan Specialist title awarded by AXA Advisors, based upon successful completion of an internal training program and written assessment.