We focus on understanding your goals, dreams, and challenges to design strategies that support every stage of life. From protection planning to investment growth, our process ensures your finances reflect what matters most. Since then, I’ve dedicated myself to mastering risk management, insurance, and wealth strategies so others can feel secure and prepared. Today, I help professionals, business o
wners, and families integrate solutions into a clear financial strategy and move forward with confidence. 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. Neither Positive Wealth Strategies LLC, nor 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. Positive Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. CA #4297056
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. New York Life Insurance Company
44 S Broadway, Suite 1810
White Plains, NY 10601
347-502-0607
