Join us for a quick one hour meeting to learn more about our organization, the Broomfield Chapter, and how being a member will help you accomplish your goals!
- Day: Fridays
- Time: 8:30am - 9:45am
I have over 30 years of experience in various areas of financial services*. The first 20+ years were spent on the lending side of finance and the most recent 10+ years have been spent on the investment/insurance/financial planning side of finance.
I enjoy working with small to mid-size business owners on succession planning / exit planning / estate planning. These are all intertwined disciplines for closely held companies and require the broad and deep knowledge and experience to be able to be effective. My background leaves me perfectly suited to assist small business owners with this critical process.
*I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
In addition, I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
370 Interlocken Blvd, Ste 600 | Broomfield, CO 80234 | 303-403-5600
Neither New York Life Insurance Company, nor its agents, provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions.
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
I am not licensed in all jurisdictions.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.