Personal Profile

I am an empathetic professional with over twenty-five years of helping others. My experience and knowledge cuts across a number of disciplines including insurance, investments and financial planning. My sights are set on helping you find the right solutions to your needs. Whether it’s simply helping you to secure health insurance, repositioning assets or implementing a complex series of tax-advantaged strategies, I will make it easy for you to make the right decision.

I focus on listening and learning what is important to YOU! Tolerance to risk, time frame and personal goals are just a few design elements I use for helping you develop a plan of action. I make sure you receive professional advice to help make sound decisions.

In addition to being a financial adviser with Eagle Strategies LLC, I’m also an agent with New York Life Insurance Company and a Registered Representative for NYLIFE Securities LLC,

I am a consistent qualifier of The Million Dollar Round Table* and a Life Underwriting Training Council Fellow.

I enjoy traveling, model railroading, photography, sports . Most importantly, my passion is helping others and building professional relationships.

*MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.