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 today, tomorrow, and into the next generation. I have over 10 years experience in the financial services and insurance industry and specialize in providing investment advice for wealth accumulation opportunities, retirement planning, and life insurance for business owners that are family owned and operated.
IRA, Estate and Legacy Planning, Life Insurance, Investment Strategies, 401k Rollovers