Financial Planning Starts With Understanding You
Financial decisions are personal. They affect your family, your future, and the life you are working to build.
That is why I believe good financial planning starts with listening.
Before recommending a strategy, I want to understand what matters most to you, what you are trying to accomplish, what concerns you, and what you want your future to look like.
My role is to help simplify the moving pieces, evaluate your options, and make informed financial decisions with greater clarity and confidence.
Why I Chose This Profession
I began my career in financial services in 2013 after spending two years trading and managing investments for personal and family accounts.
That transition taught me that good financial planning involves much more than investments. It is about understanding how the different parts of your financial life work together and making intentional decisions around what matters most.
Today, as a Financial Advisor with Eagle Strategies LLC, I work with individuals, families, professionals, and business owners to develop strategies around their circumstances, priorities, and long-term goals.
Guidance Backed by Experience
I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional® (RICP®) designations, along with FINRA Series 7, 63, and 65 licenses.
Those credentials matter, but only to the extent that they help me provide better guidance to the people I serve.
The North Bay Is Home
As a longtime resident of the North Bay and Wine Country, I care about seeing the people, families, businesses, and communities around me succeed.
I am also a father of two, which has reinforced something I see every day in my work: financial planning is rarely just about money. It is about the people you care about, the choices you want to have, and the future you are working toward.
Your Story Comes First
My background may tell you something about my experience. But a successful financial relationship is not really about my story. It is about yours.
If you are looking for an advisor who will listen first, understand what matters to you, and help you evaluate your options with clarity, I would welcome the opportunity to speak with you.
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1 Awarded by New York Life Insurance Company for outstanding sales achievements.
2 Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.