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.
***The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.


