Specialties
About Me
Fiduciary advisor that is dynamic and responsive, always placing client interest at the forefront of my business.
Your trust is worth more to me than a fee or commission, and it will show. I employ a wide range of specialties, with emphasis on customized wealth management, insurance, retirement strategies, estate planning, and alternative investments. Knowledge is a lifetime pursuit, so I am always working on the next financial designation. This ensures you will be working with the best and sharpest. FSCP designated. Million Dollar Round Table Qualifying Member. Two decades of industry experience. Parent of two young kids and husband to an amazing wife.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
FSCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Eagle Strategies is a wealth management organization underpinned by a comprehensive financial planning process. We are a SEC National Registered Investment Adviser and a wholly owned subsidiary of New York Life. Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help you meet your unique financial goals.