My Background

As a Financial Advisor 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 into the next generation.

I have over 25 years experience in the financial services and insurance industry, and specialize in designing retirement plans and estate plans for those in the medical field. 

I am also a graduate of California State University, Fullerton where I earned my Bachelor's Degree in Business Finance.

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.