Education & Professional Designation:
Master of Accounting, University of Texas at Dallas
Certified Public Accountant (CPA)* (Texas)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Certified Financial Planner (CFP®)
Financial Industry Titles:
Registered Representative of NYLIFE Securities LLC.
Financial Adviser, Eagle Strategies LLC A Registered Investment Adviser
Membership:
Qualified Member of MDRT (Million Dollar Round Table)** 2015
Member of American Institute of CPA’s
Member of Texas Institute of CPA’s
*Not acting as an accountant and can't provide accounting services.
**MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.