
As a Wealth Advisor with Eagle Strategies and agent with New York Life , 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 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.
I am a licensed agent with New York Life Insurance Company and an Investment Advisor Representative with Eagle Strategies, LLC. I completed New York Life’s highly regarded NYLIC University training program and have been recognized with Executive Council honors1 in 2024 and 2025, as well as membership in the Million Dollar Round Table (MDRT)2.
My professional education includes earning the Financial Services Certified Professional (FSCP®), Retirement Income Certified Professional (RICP®), Wealth Management Certified Professional (WMCP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Certified in Long-Term Care (CLTC®) designations from the American College of Financial Services and CLTC.
Still, I believe credentials and awards are only part of the equation. The most important step in financial planning is getting to know you—your goals, values, and vision for the future. By combining technical expertise with a client-first approach, I help create strategies designed to bring confidence and clarity to your financial journey. If you’re ready to explore what that could look like, I’d be glad to schedule a conversation.
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.
