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 ten years experience in the financial services and insurance industry, and take great pride in establishing strong foundations for retirement and potential chronic care needs. In addition, I assist Medicare-eligible individuals with their Medicare plan decisions.Helping individuals and families with their financial affairs has grown out of a career in the non-profit sector, where I was an Executive for Catholic Health System Continuing Care, Amernican Heart Association and United Way.I am a graduate of Colgate University and University at Buffalo School of Management where I earned my undergratuate degree in Sociology and Masters in Business Administration, Health Services Administration.As a committed member of our community, I also sit on the board of Hearts & Hands Faith in Action and am a supporter of many local non-profit organizations. I lead the local New York Life volunteer program Volunteers for Good and spearheaded New York Life Foundation's outreach in local K-12 schools with our Grief Sensitive Schools Initiative.I have been a longtime member of the Planned Giving Consortium, and enjoy helping clients with strategies to engage in charitable giving.
Neither Longevity Finanial, its staff, nor Eagle Strategies LLC, or any of their advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.