As a seasoned professional based in East Texas, I'm passionate about helping individuals, families, and business owners secure their financial futures. With experience in the industry, I offer comprehensive investment strategies tailored to each client's unique goals and risk tolerance. I believe that planning is about more than just numbers – it's about understanding my clients' dreams and concer
ns. As a father of three, I understand the importance of planning for both the expected and unexpected in life. Whether you're looking to build wealth, plan for retirement, or leave a legacy for your family, I'm here to guide you through the complexities of today's financial landscape. Specialties: Investment strategies, retirement planning, income replacement
Let's connect and explore how we can work together to achieve your financial objectives. Call me at 903-316-8521, or email me at [email protected]
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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 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. My Texas Insurance license number is 3089456
5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX 75244
Registered Branch
821 Ese Loop 323, Suite 500
Tyler, TX 75701
(903) 561-5055
(903) 316-8521
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. No direct or indirect payment or other compensation is provided to any person for a testimonial or
endorsement appearing here. 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.