My Background

As a loving husband and father, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information we have to offer. 

As a cancer survivor, I understand the value of having a proactive financial plan that ensures your loved ones are taken care of both today and in the future.  After I beat this disease at 32,  with a 2 year old and 18 month old,  it often made me think about what would've happened had I lost my battle.  Because of this experience, I found Annie's Hope which is a Child Bereavement Organization and currently serve on the Board to help children who've lost a loved one.   

Within the last few years both of my parents died so I fully understand how overwhelming the claim and consolidation process can be once you engage all aspects of planning.  I strive to simplify this process for my clients and make this as efficient as possible for the remaining spouse and any children that may be involved in the planning process.

Of course, my background isn't really the one that matters. To be the best possible financial professional, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone who is ready to put their expertise and experience to work for you, please let me know.

I'm a Financial Adviser with Eagle Strategies LLC and an Agent of New York Life Insurance Company and have access to broker insurance and investment business through a variety of companies to match the needs of my clients.

 

Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of 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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