As a Wealth Adviser with Eagle Strategies LLC, and an Agent of New York Life Insurance Company, I work with affluent families, individuals, business owners and professionals.  

As a Certified Financial Planner® professional with over 20 years experience in the financial services industry, I specialize in all aspects of financial planning: wealth preservation, legacy transfer, retirement asset protection, employee benefits, business succession and charitable gift planning. 

Prior to joining New York Life, I was a consultant with TIGER 21, the nation’s premier membership organization for ultra-high-net-worth investors and entrepreneurs. I began my financial career with Prudential Securities and spent over 10 years with Bank of America Merrill Lynch as Vice President in the Ultra-High Net-Worth Wealth Management Banking division. I worked closely with U.S. Trust and the commercial real estate bank, delivering liquidity management and asset leveraging solutions with a focus on broadening and deepening client relationships across the franchise. 

I began at the Knesset, Israel’s Parliament, while attending the Hebrew University of Jerusalem. Upon returning to New York, I served in the Government of Israel  - Ministry of Finance - Economic Mission to the U.S. I am an avid supporter of the arts and sit on the executive board of the America Israel Cultural Foundation. 

Why Eagle Strategies and New York Life?

I joined New York Life because of its financial strength, stability, and its comprehensive approach to financial planning. I am rewarded each day by making a meaningful difference in people's lives. My goal is to ensure that my clients receive the highest level of service with the utmost care and integrity.