Resources

Allied for your success 

Everyone’s financial goals are different. As a personal commitment toward your financial success, I have teamed up with a host of partners. They help support a comprehensive approach to your financial situation—I use their services, as needed, for strategic development and guidance. We also provide online access to your account that includes statements and real-time market values as well as other resources that help to customize your strategy and keep you informed along the way.

New York Life logo

New York Life

I am very proud to be affiliated with New York Life Insurance Company. With over 175 years of experience, New York Life is an invaluable resource and industry leader in life insurance, annuities, long term care insurance, and mutual funds. NYLIFE Securities LLC is a full-service broker/dealer capable of meeting the investment style of nearly every investor from the novice to the sophisticated.

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Eagle Strategies

Eagle Strategies is a registered investment adviser and a wholly owned subsidiary of New York Life Insurance Company. As your Eagles Strategies Financial Advisor, I also deliver the advantages of a New York Life Agent and a NYLIFE Securities Registered Representative. Working together, we take a complete, comprehensive approach to meeting your financial objectives with a focus on protection planning, retirement planning, investment planning and estate planning. As an Eagle Strategies client, you will have access to some great resources:

  • Online client portal, providing access to your account

  • Statements, real-time market value of securities, performance

  • reporting, trade confirmations, and tax documents

  • Electronic delivery of account documentation

  • A dedicated support line of 90 experienced professionals who act as an additional layer of support to your Financial Advisor by assisting with questions related to your account

Crump logo

Crump Life Insurance Services

Crump Life Insurance Services is a Broker General Agency (BGA) that New York Life has a sponsored marketing agreement with to offer NYL agents access to Life and Individual Disability Income products under certain program guidelines. It is a leading third party distributor and service provider of insurance and retirement products. Crump supports the distribution of life and disability products with the industry’s premier sales team, underwriting, new business, operations support, and technology services