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Investments, Risk Management and Consultation

I am an attorney with a background in tax and estate planning. Although I am not a practicing attorney at AXA Advisors, I apply my knowledge and experience to assist clients in the areas of financial, estate, and gift tax planning, legacy planning with IRAs, and strategies for charitable giving. In my capacity as a financial professional, I review, analyze, design and implement fee-based financial plans and wealth planning strategies for clients based on their individual circumstances. As part of my services as a registered representative of AXA Advisors, I aid in the recommendation and implementation of life insurance and financial products, where appropriate.

I have worked in financial services since 1987. Prior to joining AXA Advisors, I worked as an advanced planning attorney for Summit Financial Resources, Inc., a financial planning firm located in New Jersey. Prior to Summit, I worked as a securities claims analyst at Prudential Securities, Inc., and prior to Prudential I worked as an account executive at Dean Witter Reynolds, Inc.

I earned my M.S. in Taxation from Seton Hall University, my J.D. from Quinnipiac College School of Law, and my B.A. in Economics from Fairfield University. I earned the Certified Financial Planner designation from the Certified Financial Planner Board of Standards, Inc. I am a member of the Financial Planning Association and the Estate Planning Council of the City of New York. I am an attorney admitted to the Bar in New York and New Jersey.

Estate planning is offered using life insurance and/or other financial products. AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisor for such guidance.
Newsletters

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

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