When I was a freshman in college, I had the benefit of receiving financial guidance from a trusted friend. At the time,I did not understand it but thankfully I listened. A couple years later, I saw the impact and value that this guidance had on my life. This friend happened to be a financial advisor, and I decided I wanted to make the same impact to others and their family. I passionate about helping families address their hopes, dreams and fears about money to set them up for a successful financial future. My team is committed to understanding what is important to each family and build a custom plan to achieve these goals. We do this by making your plan that is flexible for potential speed bumps along the way. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor 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.
2999 Douglas Blvd Suite 350
Roseville, CA 95661
916-774-6271
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. California Insurance License # 0I44392
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