Experience

TSG Financial Strategies, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Oct 2017 - Present

  At TSG, our goal is for clients to be confident about their finances, no matter what life brings. We act as partners in your financial circle to help you prepare for a life you love now and a legacy others will cherish. Since 1988, we’ve been creating long-term wealth strategies to help clients protect, preserve, and accumulate wealth, and our ultimate aim is for you to be able to turn today’s vision of the future into tomorrow’s reality. As a family-owned business, we understand the importance of balancing your career and your personal life. We know that the changes you make now affect generations to come, and we’re passionate about helping clients create a legacy they’re proud of. We consider ourselves financial game-changers, and we know that incremental adjustments to your financial strategy now will create a lasting impact on your future, your family, and your community. It takes a lot of hard work and time to build that kind of legacy, but just like your career path, we know that the effort is well worth it. Whether you need help developing a business success plan or identifying the right insurance solutions, we’re here to shape your finances into the future you envision. Our team strives to develop meaningful relationships with our clients, and we love helping people thrive in their careers and personal lives. We’re committed to walking with you through every phase of life, no matter what the future holds. --- I am an agent licensed to sell insurance through New York Life Insurance Company and collectively may be licensed with various other independent insurance companies in the states of Texas, California (Stratton CA Insurance license #0I66697), Arkansas (Stratton AR Insurance license #7487012), Florida, Oregon, Colorado, Kentucky, South Carolina, Alabama, and Maine. No insurance business may be conducted outside of these states referenced. Show less



Eagle Strategies, LLC

• Financial Services
• 200 - 300 Employee

• Financial Adviser

  • Jul 2011 - Present

  Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. Eagle Strategies provides access to leading asset managers through its investment advisory programs. Before an asset manager is added to Eagle’s platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle’s stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals. --- I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, collectively in the states of TX, FL, CO, OR, and CA. As such, these services are strictly intended for individuals residing in the states referenced. Show less



NYLIFE Securities LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Professional

  • Apr 2006 - Present

  Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. 12201 Merit Drive Suite 1000 Dallas, TX 75251 (972)774-2469 Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. 12201 Merit Drive Suite 1000 Dallas, TX 75251 (972)774-2469 Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Agent

  • Oct 2002 - Present

  Through my relationship with New York Life, 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. --- TSG Financial, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither TSG Financial, LLC and it's employees nor Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. Show less