As a Financial Planner affiliated with Eagle Strategies, LLC, a Registered Representative with NYLIFE Securities, LLC. and an Agent with New York Life Insurance Company, I have the unbelievable opportunity to help individuals, businesses and families prepare for their future. Depending on your needs, I can write a detailed financial plan, help you invest for major financial events such as retirement, paying for your children or grandchildren's college and introduce various ways to help protect your family's financial future using insurance strategies. I love to remind my clients that financial planning is part asset accumulation and part asset protection.Immediately after college and prior to entering the financial services industry, I spent 11 years representing nearly 3,000 employees of the Tennessee Valley Authority (TVA). In my previous career, I was responsible for analyzing compensation and benefits data; then utilizing the data to make recommendations during the collective bargaining process. I was also responsible for researching grievances filed by employees and advocating on their behalf during mediations and arbitrations. I consider my 11 years of experience listening to employees, performing research and analyzing data invaluable to my practice.In addition to my previous experience and 11 years of experience in the financial services industry, I hold a M.P.A from the University of Tennessee-Knoxville; B.S. from Middle Tennessee State University and the ChFC® Financial Planning Designation from the American College of Financial Services.To be the best possible Financial Planner, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their knowledge and experience to work for you, I would love to share with you all the resources Sutton Financial has to offer so your dreams may one day become a reality. You can also take comfort in the fact that I have a vested interest in seeing my friends and neighbors succeed. As a loving father of two children, I have many of the same hopes and aspirations as my clients. We can get there together!
Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.