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Specialties
I started my career as a biology professor teaching undergrads how the body works.
After some time, I needed a career change. I was asked to interview at NY Life and thought, “Sure! I need the practice.” During the “practice interview,” I asked why they wanted a biology professor to be a financial adviser. They said because what I would do as an adviser is teach. So here I am, several years later, running a successful business, educating people about their finances. Many of my clients don't like to admit that they do not know how they should be saving. There is so much information out there and it can be incredibly confusing and overwhelming. I remove the embarrassment and confusion by taking the time to explain to my clients, in language that they can understand, how they can protect their families and secure their financial futures. By becoming more financially literate, my clients feel more confident about the decisions that they are making with my guiding hand. If you would like to work with teacher who will help you make the confusing and scary world of finances a little simpler, then give me a call at 724-740-5558. No matter who you are, I want to help you! I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
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Always free for clients.
PhD, RICP
Chartered Designations
What do these credentials mean?
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I am not licensed in all jurisdictions. 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. Neither EdiFi Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. EdiFi Financial is not owned or operated by New York Life Insurance Company or its affiliates.