As a Financial Adviser with Eagle Strategies LLC and Agent of New York Life Insurance Company, 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 1995. After 10 years working as a distribution manager, 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 resident of the Bay Area community for 32 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 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 New York Life Insurance Company and a Financial Adviser of Eagle Strategies LLC licensed to offer advisory services. In addition to my 32 of experience, I have participated in New York Life's well known training program, NYLIC University, and have been named to New York Life's Executive, Chairman's and President's Council. I also have a lifetime MDRT membership2.
Of course, my background isn't really the one that matters. To be the best possible financial professional, 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 who is 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.
1Awarded by New York Life Insurance Company for outstanding sales achievements.
2Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
