My Background

As a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser 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. Online tools are great, but nothing can take the place of a personal approach in helping our clients achieve their financial goals and objectives.

I provide our clients with the utmost care, compassion, and quality service while providing protection-first holistic advice and guidance, using all the most up-to-date and professional tools available through my professional association with New York Life Insurance Company (New York Life), NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and Eagle Strategies LLC, NYLIFE Securities and Eagle Strategies are New York Life companies. Helping our clients create, protect, and enjoy their wealth is my ultimate objective.

I joined New York Life in September of 1982 after graduating from Miami University with a degree in Business Management. In my 41-year career in the insurance and financial services industry, I have served in the roles of agent, Training Supervisor, Sales Manager, and Financial Adviser.

I am licensed to assist with Life Insurance, Investments, Annuities, Wealth Management and currently hold the Chartered Life Underwriter® (CLU^®) designation from the American College of Financial Services, and the Long Term Care Professional (LTCP) designation from America’s Health Insurance Plans. My wife Pate joined the agency in November 2019 after leaving Miami University. Pate serves as the agency Office Manager and is a Licensed Service Assistant with New York Life. Pate assists our clients in all facets of customer service and directs our agency marketing, and digital and social media outreach.

I am a 2023 Life and Qualifying Member of the Million Dollar Round Table (MDRT)*, a New York Life Senior NYLIC, a 2023 member of the Executive Council** and a Lifetime Member of the New York Life Councils**. I am a 40-year member of the National Association of Insurance and Financial Advisors (NAIFA) and recently served as a member of the 2022 New York Life Agents Advisory Council.

My wife Pate and I, along with our 2 adult children Matthew and Amanda are very involved in our community and are happy to call Oxford, Ohio our home.