I was born in Tucson Arizona, raised in Boston Massachusetts, and moved to Los Angeles in the Fall of 2005 after graduating with a BA from the University of Richmond in Virginia.
Before establishing a successful Financial Advising practice I had begun work as a Tax Preparer in Pasadena. I have always had a long standing fascination with taxes^, finance, and investing.
After interviewing with many different firms; based on the leadership, dedication to education, and breadth of platform, I chose New York Life and the Greater Pasadena Office as my new occupational home.
I have been with New York Life and Eagle Strategies going on 9 years. And in that time I have helped hundreds of clients with the information they need to make educated decisions regarding their financial planning and personal objectives. In addition to the years of service I am also a member of the AAC, and NAIFA1.
My FINRA licenses Include:
Series 7 and
as well as my Life and Health* License in CA, NY, MA, and VA, through which I offer my Investment Advisory Services through Eagle Strategies LLC, a Registered Investment Adviser.
I look forward to meeting with you soon.
^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.
1 Agents Advisory Counsel (AAC) with New York LIfe Insurance Company, National Association of Insurance and Financial Advisors (NAIFA).
* Products available through one or more carriers not affiliated with New York Life or its subsidiaries.