While I do business with a variety of clients, I specialize my financial practice to help those who have changed jobs and want to ensure their financial resources are organized and efficient.
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.
Please contact me to help you fully analyze your needs and recommend appropriate solutions.
I am not licensed in all jurisdictions.
CA Insurance License #4173190
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
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.
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Registered branch address:
750 Allison Street
Lakewood, CO 80214