As a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company, I am able to take a comprehensive approach to helping you address your financial needs today, tomorrow, and into the next generation.
I have over 12 years of experience as a financial advisor and over 32 years in the financial services industry. I specialize in business succession planning helping business owners with key risk areas in their business as well as planning for exiting the business, retirement, retirement income strategies, protection for unexpected medical events, college funding and wealth transfer.
I am a graduate of the University of Nebraska - Kearney where I earned my Bachelor of Science degree in Business Administration with emphasis in Finance.
My roots, as a fourth-generation farming family, helped shape fundamentals such as hard work, trust and long-term relationships. I learned my work ethic from my father and World War II veteran grandfather (who remained active on the farm until age 90) on our western Nebraska farm within a couple miles of my family’s original homestead.
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.