My Background

As a Financial Adviser with Eagle Strategies LLC, I am able to take a holistic and unbiased approach to helping you address your financial needs today, tomorrow, and into the next generation.

I am a graduate of Norfolk State University where I earned my Bachelors of Science Degree in Business Management.

I have over 10 years of experience in the financial services and insurance industry. I work extensively with small business owners, entrepreneurs, executives and professionals with advanced degrees across the country providing them with a sense of personal and financial well-being. My areas of expertise include: comprehensive financial planning, retirement planning, investment management, estate planning, insurance planning, business planning, and charitable giving.

As a committed member of our community, I currently serve as co-chair for CASA-NYC an advocacy organization for children and youth. CASA-NYC provides one-on-one advocacy to help New York City's foster care children and youth grow up in safe, permanent and loving homes where they can thrive.

I am a qualifying member of the Million Dollar Roundtable; a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries.

 

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.

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Market Watch

March 20, 2019 @ 03:32 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF -0.2%  
Dow Jones Transportation ETF -0.8%  
Dow Jones Utilities ETF -0.3%  
Nasdaq Composite ETF +0.1%  
Nasdaq 100 ETF +0.2%  
S&P 500 ETF -0.1%  
S&P 100 ETF -0.4%  
S&P Mid-Cap 400 ETF -0.2%  
PHLX Semiconductor Index ETF -0.6%  
OSX Oil Service Sector Index ETF +10.2%  

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