Specialties
About Me
I work with professionals, families, and business owners to make thoughtful financial decisions across every stage of life.
My holistic approach brings together retirement and investment planning, tax diversification, cash-flow and debt strategies, income and family protection, education funding, and estate-planning coordination. Drawing on my background as a tenured university faculty member and community leader, I place financial education at the center of my practice: helping clients understand their options, clarify their priorities, protect what matters most, and build the financial confidence to live with greater freedom and peace of mind.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CPTD, FSCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life (Fortune 100) companies. Neither New York Life nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals.