My Background

As a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company, I am able to take a comprehensive approach to helping you address your financial needs and goals today, tomorrow, and into the next generation. I work with individuals, families and small businesses, focusing on protection, retirement, investment and estate planning strategies.

I have worked in the financial services industry for over 25 years and have experience across asset classes, in active and passive portfolio management and in insurance strategies. I earned the Chartered Finacial Analyst (CFA) designation in 1996.

Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their advisors or affiliates provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting prof essionals before making any decisions.

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    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

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