AXA Advisors

Growing & Preserving Wealth


Your Life...   Your Way.   Plan It.  Live It.

I can help make it happen…

After graduating from East Carolina University with a bachelor of science degree, I came to work with AXA Advisors, LLC.  My family and I have enjoyed living in the Raleigh area, being involved with our community, by serving on numerous church and civic boards since 1997. 

We deeply believe that it isn't what you get but what you give that strengthens our community.  In 2001, I was promoted to Divisional Vice President in the Raleigh Branch.  When I look back now at all of the families lives we have touched, I am glad to have chosen a career in financial services. 

Currently, I hold my series 6, 7, 63, 65, and 24 FINRA registerations as well as the North Carolina Life and Health Insurance.  Through my studies with AXA Advisors, LLC, I have been credentialed to offer financial plans.  My team and I look forward to serving you.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

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