Our People

We are fiduciary wealth advisors with Eagle Strategies, LLC, a Registered Investment Adviser (RIA), headquartered in New York City, and a wholly owned subsidiary of the New York Life Insurance Company, a Fortune 100 company with a history spanning over 180 years.​

As fiduciary advisors, we are bound—legally and ethically—to prioritize your goals, your family, and your long-term wellbeing above all else. No hidden agendas. No product bias. Just sage advice. ​