I became an Agent with New York Life Insurance Company in 2001 after working for 9 years in the water treatment industry. I joined Eagle Strategies as a Financial Adviser in 2006 specializing in family and business financial planning. I live in Powhatan and serve the entire Richmond and Charlottesville, VA metro areas. For the last 13 years, I've been a Financial Adviser offering investment adviso
ry services through Eagle Strategies LLC, A Registered Investment Adviser. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. I am a Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 1410 Incarnation Dr, Suite 201, Charlottesville, VA 22901, (434) 817-8080. Neither New York Life Insurance Company, nor its agents, render tax, legal, or accounting advice. Please consult your professional advisers regarding your particular situation before determining any appropriate course of action. 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. I am not licensed in all jurisdictions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.