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AXA Advisors, LLC

4000 Piedmont Pkwy, Ste. 205
High Point, NC 27265
Phone:
  • 336-812-8001 ext 28
As a financial professional with AXA Advisors, LLC, and active member of the Triad community, I am d... Read More

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As a financial professional with AXA Advisors, LLC, and active member of the Triad community, I am dedicated to helping individuals and businesses build their financial futures. My aim is to empower you to make informed decisions and take effective action toward meeting your specific goals.

To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. I earned my Certified Public Accountant designation and began my career at a small CPA firm in Winston-Salem. After obtaining the CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional designation in 2002, I joined AXA Advisors, LLC. I am a member of the North Carolina Association of CPAs and consistently qualify for the Million Dollar Round Table (MDRT). In 2008, I attended the MDRT annual conference in Toronto, Canada. I hold FINRA registrations for Series 7 and 66 and am licensed to provide Life Insurance services and Long-Term Care Insurance.

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning 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. 

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CFP™, CERTIFIED FINANCIAL PLANNER™, and CFP ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck