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. I am a Financial Planner offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Se
curities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Branch location:
4140 Parklake Avenue, Suite 450, Raleigh, North Carolina 27612
Phone: (919) 781-3100
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. Neither Triangle WealthCare LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Triangle WealthCare, LLC is not owned or operated by New York Life Insurance Company or its affiliates. CA Lic.
Eagle Strategies, LLC and NYLIFE Securities, LLC are New York Life Companies.