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May 22, 2012 @ 12:30 PM

Nasdaq Composite 2,853.56+ 6.35
S&P 500 1,322.66+ 6.67
10 Year Treasury Note 1.80+ 0.06
OSX Oil Service Sector Index 208.76+ 0.62

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AXA

Hello and welcome to my Web site!

 

 

 

 

As a Financial Consultant with AXA Advisors, LLC, and active member of the Aiken, SC community, I am dedicated to helping individuals, families, and small business owners protect & enhance their financial futures.

To stay on top of my field and develop my professional skills, I’ve regularly attended and continue to attend industry training and certification programs. This includes passing the exams required to hold the following licenses:

• FINRA Securities Registration: Series 7 and Series 66
• Life, Accident, and Health Insurance Registration in SC, NC, and GA

My academic background includes:

• A Bachelors of Science Degree in Business Administration with a Minor in Accounting from Presbyterian College

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. Then, if its is suitable, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

• Member of St. John’s United Methodist Church
• Member of the Greater Aiken Chamber of Commerce
• Committee Chairman of Aiken Young Professionals
• Member of the National Association of Insurance and Financial Advisors
• Board Member of the Palmetto Chapter of Fellowship of Christian Athletes

My wife, Kristin, and I, along with our sons Tanner & Hudson, are proud to call Aiken, SC our home. I look forward to the opportunity to work with you. Thanks for coming. Please come again soon!

 

Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

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