As a Financial Advisor with Eagle Strategies LLC, 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 1980. After 4 years working in education as a math teacher and coach, 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 do right by them.
You can take comfort in the fact that I have been a proud member of the local and regional community for my entire life, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father of three children and husband for 33 years, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to some proven, dependable 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. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company as well as many others. In addition to my 33 years of experience, I hold a BS in Mathematics from Indiana University of Pennsylvania and am a graduate of New York Life's award-winning training program, NYLIC University. I am also a lifetime member of New York Life's Council Programs and of the Million Dollar Round Table. I have most recently been named a Paul Harris Fellow with the Rotary International.
Of course, my background isn't really the one that matters. To be the best possible agent, 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 that's ready to put their expertise and experience to work for you, please let me know.
Neither New York life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.