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|About||Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor.|
I work with individuals and business owners to create, build and preserve wealth. My practice consists of five planning areas including Risk Management, Liquidity, Retirement planning, College Planning and Charitable Giving. Strategies are based on individual goals and may include, but are not limited to, insurance planning, asset allocation, managing costs of extended periods of care and lifetime income strategies.
In addition to a financial advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor, I am also licensed as an agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLife Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency.
1221 N Street
Lincoln, NE 68508
Neither New York Life Insurance Company, or its agents, provide tax, legal or accounting advice. Please consult your tax, legal or accounting professional before making any decisions.
I am not licensed in all jurisdictions.