My experience and qualifications equip me to help my clients identify and achieve their financial goals. This includes identifying and mitigating threats to their ability to earn income and preserve their wealth. Working with you, I am able to bring a deep bench of team members with a variety of expertise. Because I am a financial advisor registered to practice in several states, I am able to offe
r investment advisory services through Eagle Strategies, a registered financial adviser. As a Registered Representative, I offer products and services through NYLIFE Securities LLC (Member FINRA/SIPC), and hold an insurance license as an agent with New York Life Insurance Company, a Licensed Insurance Agency. Through my affiliation with each of these companies, I bring fiduciary advisory services, brokerage services and time-tested insurance concepts to address the needs of today's businesses, families and individuals. 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. I am not licensed in all jurisdictions; AR License #17003387
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.
300 Washington St Suite 300
Monroe, LA 71201
318-361-2402
LA License No. 594219
AR License No. 17003387
