Agent for New York Life Insurance Company; Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency. When serving clients, my approach is all about making life simple. My mission is to help them strategically save and plan for their goals while guiding them toward a balanced life in the present. My clients trust me to manage their financial worlds with
excellence. I honor that trust by delivering personal, timely service and consistent, honest communication. Areas of Expertise
General Planning
Risk Management Planning
Advanced Planning
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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither New York Life Insurance Company, or 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. Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is 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.
2000 S Colorado Blvd, Tower 2, Suite 1100, Denver, CO 80222
P. (303) 409-3680
My California Insurance license number is 0I54467
