I am a Partner and Financial Advisor at Forge & Link Financial Group. My focus is on building long-term relationships with individuals and business owners to help them achieve their financial goals. I have worked as a financial professional since 2014 and have expertise in wealth management, retirement planning, estate planning and investments. I am a Chartered Financial Consultant® and hold the FINRA Series 6, 7, 63 and 66 securities licenses. In addition to being a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 12201 Merit Drive, Suite 1000Dallas, TX 75251972-774-2458I am not licensed in all jurisdictions.Arkansas License No: 9600364California License No: 4125599Forge & Link Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither Forge & Link Financial Group, 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.