Specialties
About Me
As a North Dakota native and former educator in the area, I recognize the issues that are prevalent to people and the value that New York Life can provide.
My firm and I work with professionals in the Bismarck-Mandan area and throughout the upper Midwest. I believe that developing a relationship with clients is most important. The relationship is what allows me to understand each client’s values and goals, and give them the financial education that they find valuable. 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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Interests & Hobbies
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Credentials
RICP, WMCP
Chartered Designations
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Disclosures
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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. I am not licensed in all jurisdictions.