My Background
As a Financial Adviser with Eagle Strategies LLC and Agent of New York Life Insurance Company, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 1972, specializing in estate planning and investments. I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.
I was born in Chicago and reside in Lake Forest, Illinois with my wife, Michele.
Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company and a Financial Adviser of Eagle Strategies LLC licensed to offer advisory services. In addition to my 42 years of experience, I received my Bachelor of Arts degree in economics from Northwestern University, am a CLU, ChFC, MSFS Candidate, Financial Adviser with Eagle Strategies, LLC, and member of the Nautilus Group. I'm also a Life and Qualifying Member of the Million Dollar Round Table, and Top of the Table.
Of course, my background isn't really the one that matters. To be the best possible financial professional, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone who is ready to put their expertise and experience to work for you, please let me know
A relationship built on trust
Our business is personal. Your relationship with us is built over the span of decades and, sometimes, generations. A commitment like that requires a tremendous amount of trust.
Financial decisions are arguably among the most important decisions you will ever make. That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your goals and concerns in order to help find the best possible solutions for your specific needs. This guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust year in and year out.
1Awarded by New York Life Insurance Company for outstanding sales achievements.
2Million 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.