Specialties
About Me
As a Financial Advisor with Eagle Strategies LLC, I help individuals and families build financial confidence through personalized strategies focused on retirement planning, wealth accumulation, and tax-efficient solutions.
As a fiduciary, my commitment is to always put my clients' interests first. I take an educational and analytical approach to financial planning, helping clients understand their options and make informed decisions with confidence. What sets me apart is my patience and dedication to truly understanding each client's unique goals and needs. I believe the strongest financial plans are built on trust, meaningful relationships, and personalized guidance. I hold the FSCP® designation, a Bachelor's degree in Economics, and have been recognized as a New York Life Executive Council qualifier. I am also bilingual in English and Spanish, allowing me to serve a diverse range of clients and families. Whether you're planning for retirement, growing your wealth, or seeking a second opinion, I look forward to connecting and helping you take the next step toward your financial goals.
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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
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. 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. (401) 276-7418 1301 Atwood Ave, Suite 306N, Johnston, RI 02919