Thanks for visiting my website.  It was designed to provide those in need with financial information as well as financial tools to help analyze their particular situation.  If I can help in any way please let me know.  The website also serves as an introduction for those who do not know me or who are not familiar with my credentials and background.

I have been active in the Financial Services Industry since 1975 and have been registered with AXA Advisors (Broker-Dealer) since 2000.  My undergraduate degree in Business Administration is from High Point University and the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations were conferred by the American College in Bryn Mawr, PA.  Most recently I attended the presitigious Wharton School and have been awarded the title of Retirement Planning Specialist by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from Wharton.

Professionally speaking I am Series 6, 7, & 66 licensed by the FINRA, a State of Florida certified instructor for continuing education, have contributed to industry textbooks and authored numerous financial articles, recognized in 2004 as one of Jacksonville's best financial planners, and receipient of the CG Snead/JF Bryan, III Memorial Award.  Community involvement includes Habitat for Humanity (HabiJax) coalition leader, Meninak Club of Jacksonville (Past Treasurer), and Past President of Holy Family Parish Men's Club.

Supporting me along the way has been my wife Carol for the past 41 years and our two adult children Billy and Brooke (and her family).  After touring the website feel free to schedule an appointment or simply give me a call to ask a question.