Specialties
About Me
I have been with New York Life for 20 years this past June, 22 years in financial services overall.
I am married to my wife Lauren and we live in West Chester PA with our 4 kids: Brady 17, Harper 14, Emerson 12, and Finley 8, as well as our two dogs, Biggie Smalls & Duke. We enjoy traveling anywhere and everywhere to see new sites and the more remote the better. I enjoy playing golf, disc golf, hiking, the Phillies and Eagles, Go Birds!!
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Interests & Hobbies
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Always free for clients.
Credentials
CLU, ChFC, CASL, CLF
Chartered Designations
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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. 1123 Independence Drive West Chester PA 19382 610-793-1837 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. 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.