As a Wealth Advisor with Eagle Strategies and New York Life agent, 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 2023. After 20 years working in the entertainment industry, I wanted the opportunity to work at a career that made a difference in the lives of my community, family and friends.
I'm active in my Los Angeles community as part of multiple Chambers of Business, youth sports teams and Non-profits. I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and knowledge I've learned from the American College of Finance and solutions New York Life has to offer.
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.
If you're wondering about my qualifications, you might find it reassuring to know that I am an agent licensed to sell insurance through New York Life Insurance Company and an investment advisor representative with Eagle Strategies, LLC. I have participated in New York Life's well-known training program, NYLIC University, and have been awarded Executive Council NYL1 for 2024 and 2025, and Million Dollar Round Table (MDRT) membership for 20252. I've earned Financial Services, Retirement income and Wealth Management Certified Professional from the American College of Financial Services.
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, let's schedule a meeting.
1 Awarded by New York Life Insurance Company for outstanding sales achievements.
2 Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals (trademark r), is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.