AXA Advisors

Financial Services

Welcome - Thank you for visiting my web site.

I provide my clients with a local and personal financial services relationship that is supported by AXA Advisors, LLC, nationwide and worldwide financial services organization.

I have been providing financial services and products to clients for over 30 years with organizations such as Price Waterhouse & Co., UMWA Health & Retirement Funds and AXA Advisors, LLC.

Financial services offered include retirement funding, business continuity, estate planning, and educational funding. Financial products offered include mutual funds, unit investment trusts, brokerage accounts, fixed and variable annuities, stocks, bonds, money market funds, CD's, term, universal, variable universal and whole life insurance, health, disability, and long term care insurance, Roth, Traditional and Rollover IRA's, Coverdell Education Savings Accounts, 529 College Savings Plans 401(k)'s and 403(b)'s.

I am a native of Johnstown and have lived in Western Pennsylvania all of my life. I hold the designation of CPA, earned my BA in Economics from the University of Pittsburgh at Johnstown and my MBA from the University of Pittsburgh. I am a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, the National Association of Insurance and Financial Advisors, the Greater Johnstown / Cambria County Chamber of Commerce and the East Hills Business Association.

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

Please view the various calculators, newsletters, articles, e-seminars and the glossary available on my web site. Afterwards, give me a call. Try the our Featured Calculator below by simply clicking on the link.

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Special Calculator:  Roth IRA Conversion

Featured Calculator:  Savings Accumulator 

Featured Articles: Investing In Mutual Funds  &  Asset Allocation

I look forward to working with you in the future - helping to build your future, your way.


Health Insurance, Disability Income Insurance, and Long Term Care Insurance provided by non-affiliated third party issuers.

AXA Advisors and its representatives do not offer tax or legal advice.  Please consult with your tax and/or legal advisors for your particular circumstance.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

More Newsletters →