Our Regional Vice Presidents
I am a dedicated Financial Professional at AXA Advisors and The Bailey Group. I received a Bachelor of Arts in Economics with a Minor in Accounting at the University of California, Los Angeles. I started with AXA Advisors in 2011 and have had the privilege of serving as Vice President for The Bailey Group since 2012. At The Bailey Group my team and I support lenders by expediting placement of insurance required for their borrowers to obtain government backed U.S. SBA (Small Business Association) loans. In addition to helping the business owners access this capital to purchase or expand their company, my team and I also support them with all of the complex financial planning that is needed when owning one or multiple businesses.
Certified Financial Planner (CFP ®) designation attained by completing established and rigorous education, examination, experience and ethical requirements by the CFP Board of Standards
Professional designation in Personal Financial Planning at University of California, Los Angeles.
NAGGL attendee, Million Dollar Roundtable Qualifier
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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