Let's start your journey towards financial success

Your story, your needs and your goals aren't the same as anyone else's. Your financial strategy shouldn't be either. That's where I come in.

Investing for the future can be complicated, in both good and especially in uncertain times. As a financial advisor, I am able to offer you guidance that can help you achieve your dreams and goals. I'm dedicated to providing a tailored, knowledgeable, and explanatory approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect hard work, teamwork, and professionalism.

When working with me, I'm happy to share all the resources and information that I have available. We have access to teams of specialists in many areas of wealth management. We can leverage the support of investment consultants, attorneys, and insurance specialists to help you analyze your most complex financial problems. A strong service-oriented relationship is the foundation for our mutual success.

About New York Life

We know how important it is for people to build long-term financail security. We also know how hard it can be in the current economic environment. That's why we're proud to offer New York Life Insurance Company products as seperately licensed agents. Learn more about New York Life's story here.

About Eagle Strategies

Eagle Strategies is a registered investment adviser and a wholly-owned subsidiary of New Yorl Life Insurance Company. Eagle Strategies, along with its parent company and affiliates, are dedicated to providing you with customized financial and insurance solutions designed to help you meet your unique financial goals. Learn more about Eagle Strategies here.

About the Advanced Planning Group

The Advanced Planning Group consists of a team of over 30 professionals with more than 300 years' combined experience in law, tazation, business, insurance, finance, and philanthropy, with advanced degrees and designations Chartered Life Underwriter®, Certified Financial Planner®, Chartered Financial Consultant®, AEP®, Juris Doctor, and Certified Public Accountant. Learn more about the Advanced Planning Group here and their professionals here.

About NYLIFE Securities

NYLIFE Securities focuses on providing clients with world-class brokerage services and a wide variety of investment options. As a regisered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities can offer the resources needed to help clients maximize their opportunities to grow and maintain their wealth. Learn more about NYLIFE Securities here.

About New York Life Investments

As a diversified, global asset management firm with over $650 billion in assets under management, we are invested in our clients' success with guidance, resources and investment solutions that reflect the diverse perspectives of our boutiques. Learn more about New York Life Investments here.