Specialties
About Me
I work with business owners, executives, and medical professionals who want more clarity and confidence in their financial decisions.
Many of the people I work with have done well financially, but still feel like the bigger picture isn’t fully coordinated. Investments, taxes, insurance, equity compensation, retirement income, and legacy planning often exist in separate conversations. My role is to help bring those pieces together into a clear, cohesive strategy.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
TPCP, CLU, ChFC, FSCP, RICP, WMCP
Chartered Designations
What do these credentials mean?
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Disclosures
In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.