My Background

As a Financial Adviser with Eagle Strategies LLC and an Agent of New York Life Insurance Company, I am able to take a comprehensive approach to helping you address your financial needs today, tomorrow, and well into the future.

I have over [number of years] years experience in the financial services and insurance industry, and specialize in providing [insert area(s) of focus].

I am also a graduate of [insert name of school(s)] where I earned my [insert degree(s) received].

As a committed member of our community, I also sit on the boards of [insert group names if applicable] and/or a supporter of [insert charity or non-profit name(s)].


Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Calculators

Newsletters

  • Options for Inherited IRAs

    Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

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