Helping families and individuals build financial confidence and long-term security is at the heart of what I do. As a Financial Advisor with Eagle Strategies LLC, an Agent with New York Life, and a Financial Services Professional with NYLIFE Securities LLC, I help clients design custom strategies for investing, protecting wealth, and planning for major life events. I’m here to offer guidance on:
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Retirement & investment planning
• College savings strategies
• Life & long-term care insurance
• Lifetime income solutions
• Business protection & succession planning
I believe financial planning doesn’t have to feel overwhelming. My goal is to make things approachable, understandable, and tailored to your goals — so you can feel confident in your future. In addition to being a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, I am licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Address: 3833 South Texas Avenue, Suite 108, Bryan, TX 77802
Phone: (979) 777-4574 | Email: [email protected]
