Welcome – I’m glad you’re here.
This site offers a robust collection of tools and resources, including videos, newsletters, and financial calculators designed to help you take charge of your financial future. I encourage you to explore, and please don’t hesitate to reach out with any questions or to schedule a consultation.
Now, let’s talk about what really matters—your future.
Planning for your family’s future is one of the most important things you can do. Yet many people spend more time planning their next vacation than preparing for long-term financial success. Whether your goals include funding a child’s education, protecting your family’s lifestyle, preparing for retirement, or creating a business succession plan, these things don’t happen by accident—they require thoughtful, proactive planning.
That’s where I come in.
As a Financial Adviser with Eagle Strategies LLC, I bring over 24 years of experience to the table. I hold designations including FSCP® (Financial Services Certified Professional), LUTCF® (Life Underwriter Training Council Fellow), and CLTC® (Certification in Long-Term Care). My role is to help you clarify your goals, identify your needs, and implement the strategies and products best suited to your vision for the future.
A bit of my background…
I’m a proud graduate of UNC-Chapel Hill’s NROTC program and served 10 years as a U.S. Navy officer, including combat duty in the Persian Gulf. After relocating to Richmond, VA, I spent nine years in the power industry before my faith inspired me to transition into full-time financial advising in 2001.
Family and community are central to my life. My daughter, Jordan, is a Virginia Tech and VCU Nursing School graduate and now works in pharmaceutical research. My son, Conner, is a former Virginia Tech Corps of Cadets member and currently works in IT for a national engineering firm. I’m actively involved in Passion Community Church, where I lead a Small Group, and I’m an avid outdoorsman, fisherman, and former U.S. Coast Guard-licensed captain who enjoys time on the water whenever possible.
Let’s start planning your future—together.
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.