Financial Advisor offering investment advisory services through Eagle Strategies LLC. We believe that success breeds success.
Through the decades of experience with diverse estate, financial, and business planning we have developed a process that provides a strategic approach to addressing the important financial concerns that our clients encounter. This unique four-step process assists our clients in gaining clarity and insights as to their Vision and Goals for themselves, their family, their business and their communit
09/03/2026
The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.
Feeling Secure vs. Being Secure: 3 Gut Checks for Your Finances - NerdWallet
09/02/2026
Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.
8 Signs You’ll Thrive in Retirement, Even If You're Afraid to Make the Leap
08/31/2026
The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices, mortgage rates, and housing market conditions in 2026.
Will the housing market crash in 2026? What the economy says The current housing market is different from the one that led to the 2008 housing crash. Learn how home prices and rates will affect the market in 2026.
08/29/2026
Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.
08/27/2026
A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.
Millennials Keep Closest Eye on Spending: 4 Ways to Help Offset Rising Costs - NerdWallet
08/20/2026
I’m proud to share that I’ve been recognized as one of the top insurance professionals in the state by Forbes | Shook Best-in-State Financial Security Professionals. This recognition is a true honor, and I owe it all to my incredible clients for their trust and support. Learn more about the list and the ranking methodology here https://bit.ly/4wA4waV
Recognition like this is certainly an honor, but I believe it is ultimately a reflection of the people who make our work meaningful every day.
To our clients — thank you for the trust you place in us to help navigate some of life’s most important financial decisions. It is a privilege to serve you, and your confidence in our team is at the heart of everything we do.
To our team — this recognition would not be possible without your commitment to excellence, your expertise, and the care you bring to every client relationship. I’m incredibly proud of what we continue to accomplish together.
Thank you to our clients, our team, and everyone who has been part of this journey. We’re honored to do this work, and we’re excited for what’s ahead.
08/19/2026
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
08/17/2026
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.
08/15/2026
More kids than ever are learning about money. But where they're getting their information is crucial.
Meet the 17-year-old who's helping his parents retire — but is it risky to put your finances in a kids hands? More kids than ever are learning about money. But where they’re getting their information is crucial.
08/13/2026
Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.