09/07/2026
This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
Financial Advisor with Eagle Strategies LLC. As an advisor, I develop highly detailed, strategic plans that address complex financial scenarios.
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
09/07/2026
This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
08/31/2026
Financial professionals need to know every possible tool available to help these Gen X customers, while understanding the risks and rewards.
Gen-X Is Reaching Retirement Age: Many Can’t Afford To Quit Working Financial professionals need to know every possible tool available to help these customers, while understanding the risks and rewards.
08/25/2026
According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.
Grandparents are using 529 plans to help grandkids pay for college — and one rule change made it easier The little-known update is assisting families in making the right plans for college, and helping savings go further.
08/21/2026
The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.
The FIRE Movement Has Changed Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.
08/20/2026
It’s an incredible honor to once again be recognized as one of the leading insurance professionals in the state by Forbes | Shook Best-in-State Financial Security Professionals. Being a 2-time recipient of this prestigious acknowledgment fills me with gratitude and pride. I remain deeply thankful to my clients and colleagues, whose trust and collaboration make this achievement possible. Learn more about the list and the ranking methodology here https://bit.ly/4qtKqxy
08/19/2026
If you're not talking openly with your adult children about money, you're failing to help build their financial independence. Here's how to keep silence from becoming expensive — for them and for you.
This Is the Biggest Financial Mistake Many Families Are Making
08/13/2026
Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.
Property Tax Changes Homeowners 65 and Older Should Watch in 2026
08/07/2026
Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial security.
08/06/2026
I’m thrilled to announce that I’ve qualified for New York Life’s Chairman’s Council! This recognition awarded annually based on agent production from July 1 - June 30, reflects the trust my clients place in me. Thank you for allowing me to be part of your financial journey.
07/04/2026
Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
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