My Background

Albert Einstein is credited with saying, "Information is not knowledge. The only source of knowledge is experience".  This  quote illustrates  the reality that although we have information at our fingertips, it is through experience that we will wisely help to guide you to your goals. 

As a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company, I have learned that nothing exists in a vacuum and everthing is connected.  Your financial goals are connected to your other life goals and it is only when all components are working together that success happens.  This is a reason why I take a comprehensive approach to helping you create your financial story and achieve your definition of wealth. 

I have almost twenty years experience in the financial services and insurance industry, and I specialize in working with persons who are genuinely concerned about protecting, growing and transferring their assets. This includes business owners, pre-retirees and retirees achieve their definition of financial success.

I am a graduate of University of Vermont, where I earned my first degree and made a couple life long friendships.  I picked up more knowledge at Rider University and The American College of Financial Services.  My experience with Insurance and Financial Services were realized at New York Life Insurance Company and NYLIFE Securities LLC, where my desire to help families became a reality. No susbstitute for the feeling of delivering a death claim check. That was impactful.

Being a committed member of my community means being an active member. I have supported children's initiatives, HIV & AIDS education, voting rights, food bank and community initiatives to address food insecurity, scholarship programs, justice and housing.  Some organizations include : DOT - Dreams of Tomorrow, NAACP, Hispanic Leadership Association of Southern NJ, Young Caribbean Professional Network, Grace Temple Community Development Corporation.

I continue to find opportunities to contribute to the betterment of my community.

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