Welcome to My Website!

EDUCATION

Western Connecticut State University

BS in Chemistry 1987

CAREER

1975 - 1988: Analytical Chemist
·  Analysis of clothing and pyrotechnic dyes for color,

   concentration and other chemical properties. 

·  Analysis of pharmaceuticals for efficacy,

   concentration and other chemical properties. 

·  Published scientific article in "The Journal of

   Chromatography."

1988 - 1997: Various Entrepreneurial Endeavors

1997 - Present: AXA Advisors Financial Consultant

2003 - Present: AXA Advisors Vice President
A diversified practice in multiple service and

   product lines including:
·  Financial planning & life insurance analysis.
·  Mutual funds, asset management accounts,

   annuities, and wrap fee accounts.
·  Majority of production involves estate planning

   work funded through life insurance and other

   financial products.
·  Experience in the development of CPA and

   attorney referral relationships.
·  Assets under management approximately

   $25 million.
·  All new business is through a referral basis.
·  Interviewing, hiring, training, and development of

   new financial professionals.

PERSONAL

·  Lives in Danbury, CT with wife Jan
·  Member of Rock Ridge Country Club in Newtown, CT
   serving on the Golf Committee
·  AXA Advisors Qualifications:

 Divisional Leaders Corp 1998 & 1999

Presidents Cabinet 2000                 

National Leaders Corp 2001

Circle of Excellence 2004, 2009 

Centurion 2003, 2003, 2006, 2007, 2008 and 2010

• Awarded National Builders Trophy in 2003, 2005, 2007 and 2008
• Awarded Developing District Awards in 2003, 2004 and 2005, finishing #1, #5 and #3 in the country for each respective year
• Stamford Branch Divisional Vice President of the Year 2003, 2004, 2005 and 2006
• Million Dollar Round Table Qualified 2000, 2001, 2003, 2004, 2005, 2006, 2007, 2008, 2009 and 2010
• Awarded the title of Retirement Planning Specialist by Axa Advisors based on the receipt of a Wharton Certificate in Retirement Planning