Since 1992, I have served as a financial head and CEO for multiple companies. This experience has shown me how I can assist businesses, individuals, and families manage their wealth through Eagle Strategies LLC*. My expertise is studying existing financial structures and recommending corrective actions using tax advantaged strategies. I am focused on providing customized solutions for Financial planning, Estate planning, Retirement planning, Generational planning, Business solutions & Risk management.
In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor, 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 and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.
In 2022 and 2023, I was recognized as part of New York Life's Executive Council** and the New NYLIC to Watch list, both of which are awarded to top agents. I am also a member of the National Association of Insurance and Financial Advisors (NAIFA) and Million Dollar Round Table (MDRT).
When I am not working, I am involved in Dallas-based non-profits like The Institute of Chartered Accountants (ICA), Ekal Vidyalaya, Bochasanwasi Shri Akshar Purushottam Swaminarayan Sanstha (BAPS), and Vaishanav Sang.
* Neither Eagle Strategies LLC, nor its advisers provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
**Council is an annual company recognition that is based on agent production from July 1 - June 30.