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Specialties
Finance is not just my career -- it is my passion.
I am driven by helping clients plan, protect, and grow their wealth through every stage of life. I take pride in making complex financial concepts simple and actionable. My goal is to build lasting relationships based on trust while offering clients many flexible paths in working together. Outside of work, I enjoy sports, travel, and spending quality time with my wife.
♥
Always free for clients.
RICP®
Chartered Designations
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I am a fee-based financial planner with Eagle Strategies, LLC. I am also a registered representative with NYLIFE Securities. I am also an insurance agent with New York Life, and also I am appointed to other insurance carriers. I do not operate any outside businesses.