As a Fiduciary and Chartered Retirement Planning Counselor, my passion is to help make your dreams come true. My understanding and background in the financial markets provides me with the unique combination of skill and resources to guide you down the path of financial security and independence. I offer a variety of products that can help you meet a number of insurance and financial needs, includi
ng, but
not limited to college funding, retirement, managing costs for extended periods of care and lifetime income
strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. New York Life
2001 Butterfield Rd Suite 800
Downers Grove IL 60515
Any testimonial on this site is based on an individual’s experience and may not be representative of the
experience of other customers. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please
consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.
“My California Insurance license number is OM30633".