Specialties
About Me
30 years in real estate ownership and financial services.
Significant experience in asset protection and tax mitigation. Married for 25+ years and father of 3 young adult daughters. I work with business owners, real estate, investors, and corporate executives. Some have done excellent planning and have a good advisers in place. Some are successful, but haven't prioritized planning. They often postpone known planning needs, while missing opportunities that could significantly boost, profitability and quality of life. I ask targeted questions, analyze their complete financial picture, and create written road maps to achieve their goals.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies and NYLIFE Securities are New York Life Companies, New York Life Insurance Company