My Background

As a Financial Advisor with Eagle Strategies LLC, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined New York Life back in 2004. After 15 years working as financial service professional , I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

You can take comfort in the fact that I have been a proud resident of Boston  community for more than 18 years, and therefore have a vested interest in seeing my friends and neighbors succeed. I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.
 
 
 
Membership
Qualifying Member of The Million Dollar Round Table (MDRT)*, (2007, 2010, 2012 - 2017)
Member of Boston Estate Planing Council
Member of WIFS (Women in Insurance & Finance Services)
 
Professional Experience:
2016-2017 New York Life Ins. Co. Chairman’s Council Award
2015 New York Life Ins. Co. All Star
2014 New York Life Ins. Co. Super Star
2012 - 2015 New York Life Ins. Co. President’s Council Award
2008 - 2011 New York Life Ins. Co. Executive Council Award
2007 New York Life Ins. Co. Rookie of the Year
2007 New York Life Ins. Co. President's Council Award
2004 - 2006 New York Life Ins. Co. Executive Council Award
 
Education and Professional Affiliations:
Master of Science in Engineering, Northeastern University, USA
Bachelor of Business Computing, Honors, Victoria University, Australia
Chartered Life Underwriter (CLU®), American College
Financial Adviser, Eagle Strategies LLC, A Registered Investment Adviser
Registered Representative with NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency
 
 
 
Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their knowledge and experience to work for you, please let me know.
 


* The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York life Insurance Company nor its agents or affiliates, or JW Insurance and Financial Services or their staff provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 

Calculators