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 today, tomorrow, and into the next generation.

I have 5 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. If you have changed jobs and are considering what to do with the money you have left in your previous employers' 401k, I also have experience in 401K rollovers.  If after considering the specific terms and rules applicable to both rolling over and staying with the former employer's 401k plan and a decision is made to rollover funds, I can help you manage that process efficiently.

I am also a graduate of Harvard University, School of Extension Studies where I earned my Bachelor of Liberal Arts degree and recieved my diploma June 10th, 2004.

As a committed member of our community, I previously sat on the board of The Fellowship of Christian Athletes (Houston Chapter) from 2014 to 2017 and continue to support various other charitable organizations.

Neither New York Life Insurance Company, nor Eagle Strategies LLC, or any of its affilates or their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.



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