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. 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 not licensed in all jurisdictions. AR Lic. #1073789, CA Lic. #0I00890 I am a Financial Adviser 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 Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 14111 King Rd, Ste. 520, Frisco, TX 75036.Neither Tri Wealth, LLC nor New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Tri Wealth, LLC is not owned or operated by New York Life Insurance Company or its affiliates.Registered Branch Address:14111 King RdSte. 520Frisco, TX 75036(214)420-7152Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.