Our Regional Vice Presidents
Protecting your family, your assets and your peace of mind is very important as we can never predict what kind of market we will be in at the time of important life making decisions. It’s important to align yourself with a team that will understand your goals and objectives during the wealth accumulation and wealth distribution phases of your life and address longevity, inflation, volatility, emotion, interest rates and taxes. My team and I will put together strategies that will address all the risks while giving clarity, confidence and comfort in achieving your goals.
In 2001, I started my financial services carrier as a residential mortgage lender for 10 years. I gained a vast amount of knowledge but realized that I wanted to do more for my clients. I realize that many people are planning for their lives through unchartered waters as did my own parents without any proper guidance.
I became a financial professional in 2008. I found that I truly enjoy working with business owners and their families in helping them strategize and implement their estate, retirement and college planning needs along with providing their families with the protection of life insurance. Every case that is designed will be specifically designed for each client, as every need and goal is difference. My vast knowledge in lending allowed me to help understand the objective and goals that business owners have when trying to acquire an SBA loan and truly a unique niche. I began working with SBA Lenders and borrowers across the country back in 2011. I joined AXA Advisors, LLC in 2013 specifically to work with the Bailey Group as their reputation and services was bar none other than superb and that is what I wanted for all my clients. I enjoy working with the SBA lenders and their borrowers in helping them implement the life insurance to collateralize their loan and helping them implement different business strategies to address the wants, goals and needs.
I have 3 children and one granddaughter and enjoy spending time with my family. When we are relaxing we enjoy traveling and philanthropy work. Some of the charities that we enjoy working with is the Miracle League, Make a Wish Foundation, Las Vegas Rescue Mission, Catholic Charities, Shade Tree, Spread the Word NV, Promise PACC, Soldiers Angels, Assistance League of Las Vegas – Operation School Bell and several other charity organizations.
AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d
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.
CA Insurance Lic # 0H49652
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