It's a Matter of Trust

Selecting a financial advisor is not an easy decision. At Eagle Strategies, we are committed to earning our clients' trust every day. By working together, we are confident that we can help you achieve your financial goals.

I have been helping families and businesses with their finances since 2002. The primary focus of my work is helping executives and professionals grow and preserve their assets. We do this by developing strategies to build wealth, reduce risk, and minimize taxes.

Do you have concerns about any of the following?

• Comprehensive Financial Planning

• Retirement Planning 

• Investments

• Charitable Planning

• Tax Efficient Strategies*

• Insurance Planning

• Business Planning

• Estate Planning

• Socially Responsible Investing

• Education Funding

As a Financial Advisor for Eagle Strategies LLC, a Registered Investment Advisor; and Member Agent, The Nautilus Group, a service of New York Life Insurance Company, I can provide you with customized person, business, and estate planning strategies to help address your concerns and help you achieve your financial objectives. 

Please feel free to use my website as a resource and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.