My team serves families and small business owners, as a trusted partner in achieving your financial goals. We also value giving back by providing resources to keep our communities strong and financially healthy. After going through our process, our clients are more educated and feel more in control of their financial future by the delivery of customized solutions that work for them. I look forward
to having a conversation and becoming an asset to your family or small business. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also 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.
1120 Washington Ave Golden, CO 80401, (720) 744-2000. I am not licensed in all jurisdictions. CA Ins Lic . Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.