Our Qualifications

If you are looking for a financial professional, you might be interested to know that:

• Gregg graduated from Canisius College in 1985 with a Bachelor of Science Degree in Management.
• Gregg earned his Chartered Life Underwriter (CLU) professional designation through the American College in 1996.
• Gregg holds FINRA Series 6, Series 7 and Series 63 registrations.
• Gregg is a member of our organization's Hall of Fame and has received numerous awards from AXA Advisors including the Silver Medal of Honor Award in 2011.

• Lynda graduated from Canisius College in 1985 with a Bachelor of Science Degree in Computer Science and received a Masters Degree from Rochester Institute of Technology in 1992.
• Lynda officially joined AXA Advisors as a Financial Consultant in December 2005.
• Lynda holds FINRA Series 7 and Series 66 registrations.
• In February 2008, Lynda was awarded the title of Retirement Planning Specialist by AXA Advisors based on receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
• Lynda received a Certificate in Financial Planning from Boston University in August 2011.
• In September 2011, Lynda completed her CERTIFIED FINANCIAL PLANNER (TM) certification after passing a ten-hour examination and meeting the CFP Board's requirements for education, experience, examination and ethics.

• Gregg and Lynda are both members of the Society of Financial Service Professionals and the Paramount Planning Group of AXA Advisors.