As a Financial Advisor with Eagle Strategies LLC, I 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 1992. After 18 years working as a CPA and financial executive, 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.
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.
I received my B.A. degree from the University of Notre Dame and M.B.A. degree from the Rutgers University School of Business.
My professional affiliations include membership in the National Association of Insurance & Financial Advisors (NAIFA), and a Life & Qualifying Member of the Million Dollar Round Table (MDRT). I also hold the designations of Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) from the American College in Bryn Mawr, Pennsylvania. I also hold the designation of CLTC (Certified in Long-Term Care) from the Corporation for Long-Term Care Certification, Inc. in Newton, Massachusetts.
I have been a proud resident of Orange County with my wife, Julia, for over 29 years, and therefore have a vested interest in seeing my friends and neighbors succeed. I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information Eagle Strategies LLC and New York Life have to offer.
