As an Eagle Strategies Financial Adviser, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2007. After 10 years working as a small business owner, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.You can take comfort in the fact that I have been a proud member of the Anchorage community for over 25 years, and therefore have a vested interest in seeing my friends and neighbors succeed. Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.In addition to my 15 years of professional experience, my qualifications include a B.S. degree in Business from Arizona State coupled with a post graduate certificate from the Thunderbird School of Global Management. Most recently I have earned a Master of Science in Financial Services (MSFS) degree by the American College located in King of Prussia, Pennsylvania. My designations include: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Advisor in Philanthropy (CAP®), Wealth Management Certified Professional (WMCP®), and Life Underwriter Training Council Fellow (LUTCF®) from the American College. I have also received the Accredited Estate Planner (AEP®) designation from the National Association of Estate Planniers & Councils.Of course, my background isn't really the one that matters. To be the best possible advisor, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
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.