I am a Tax Attorney, CPA, PFS and work in the Home Office of AXA Equitable Life Insurance Company, a member of AXA Global, in the Advanced Markets Unit. I have expertise in Estate/Gift/Trust Planning, Charitable Giving, Business Succession, Executive Compensation and Benefits, Non-qualified Deferred Compensation, Qualified Retirement Plan Design and Consulting, Individual Retirement Plans, Use of and Planning with Life Insurance, Annuities, Long-term Care and Disability Insurance Products. I also have developed an expertise in the Planning for Resident and Non-resident Aliens and have given talks on Estate Planning as well as Income Tax Planning.

I use my experience and knowledge in these areas to assist AXA Advisors solve their client's planning problems; the goal, of course is to show how one of our financial products can fit into the solution.