Eagle Strategies LLC
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Eagle Strategies LLC Employees
Employee
Years
Job
Industry
Rich Maus Rich Maus's Eagle Strategies LLC Experience 2005 - Present
Job Member Agent at The Nautilus Group
Industry Financial Services
Experience
The Nautilus Group 2005 - Present
New York Life Insurance Company 2005 - Present
Eagle Strategies, LLC 2005 - Present
NYLIFE Securities, LLC 2005 - Present
Skills
Estate Planning, Legacy Planning, Retirement Planning, Asset Protection, Financial Services, Management, Leadership, Financial Planning, Life Insurance, Customer Service, Analysis
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
The Nautilus Group 2005 - Present
New York Life Insurance Company 2005 - Present
Eagle Strategies, LLC 2005 - Present
NYLIFE Securities, LLC 2005 - Present
Skills
Estate Planning, Legacy Planning, Retirement Planning, Asset Protection, Financial Services, Management, Leadership, Financial Planning, Life Insurance, Customer Service, Analysis
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Lamsfuss, CLU, LUTCF Michael Lamsfuss, CLU, LUTCF's Eagle Strategies LLC Experience August 2012 - Present
Job Investment Adviser Representative at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC August 2012 - Present
New York Life Insurance Company September 2006 - Present
MJML Services LLC January 2001 - January 2006
Internet Tool & Die 2000 - 2001
Hillerich & Bradsby Co. 2000 - 2001
US Army February 1996 - June 1998
Skills
Retirement, Retirement Planning, Disability Insurance, Estate Planning, Mutual Funds, Long-term Care, Fixed Annuities, Insurance, Wealth Management
Education
The American College 2012 — 2014
CLU, Charter Life Underwriter
University of Louisville 2001 — 2002
MEng, Computer Engineering and Computer Science
University of Louisville 1998 — 2001
BS, Computer Engineering and Computer Science
Eagle Strategies, LLC August 2012 - Present
New York Life Insurance Company September 2006 - Present
MJML Services LLC January 2001 - January 2006
Internet Tool & Die 2000 - 2001
Hillerich & Bradsby Co. 2000 - 2001
US Army February 1996 - June 1998
Skills
Retirement, Retirement Planning, Disability Insurance, Estate Planning, Mutual Funds, Long-term Care, Fixed Annuities, Insurance, Wealth Management
Education
The American College 2012 — 2014
CLU, Charter Life Underwriter
University of Louisville 2001 — 2002
MEng, Computer Engineering and Computer Science
University of Louisville 1998 — 2001
BS, Computer Engineering and Computer Science
Eric Lardner Eric Lardner's Eagle Strategies LLC Experience July 2014 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC July 2014 - Present
NYLIFE Securities LLC April 2012 - Present
New York Life Insurance Company April 2012 - Present
Estate and Trust Management 2010 - March 2012
Mark Lyon Group LLC 2009 - 2010
Drexel Development Company, LLC 2007 - 2008
Dexter & Company 2006 - 2007
United American 2005 - 2005
White Wing International 2000 - 2004
E-Talk.net 1999 - 1999
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
St. Marks's School of Texas
Thunderbird AGSIM
Master of International Management, Finance
Tulane University
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Eagle Strategies, LLC July 2014 - Present
NYLIFE Securities LLC April 2012 - Present
New York Life Insurance Company April 2012 - Present
Estate and Trust Management 2010 - March 2012
Mark Lyon Group LLC 2009 - 2010
Drexel Development Company, LLC 2007 - 2008
Dexter & Company 2006 - 2007
United American 2005 - 2005
White Wing International 2000 - 2004
E-Talk.net 1999 - 1999
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
St. Marks's School of Texas
Thunderbird AGSIM
Master of International Management, Finance
Tulane University
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Brian Peardon Brian Peardon's Eagle Strategies LLC Experience July 2007 - May 2008
Job Financial Advisor at Eagle West Group, Inc.
Industry Financial Services
Experience
Eagle West Group, Inc. August 2014 - Present
Harvest Investment Services May 2008 - August 2014
Harrison Financial Group May 2008 - December 2012
Eagle Strategies, LLC July 2007 - May 2008
New York Life Insurance Company October 2004 - May 2008
Skills
Wealth Management, Investments, Financial Services, Finance, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Portfolio Management, Series 63, Asset Management, Financial Analysis, Asset Allocation, Financial Advisory
Education
University of Phoenix
Business Administration and Management, General
Eagle West Group, Inc. August 2014 - Present
Harvest Investment Services May 2008 - August 2014
Harrison Financial Group May 2008 - December 2012
Eagle Strategies, LLC July 2007 - May 2008
New York Life Insurance Company October 2004 - May 2008
Skills
Wealth Management, Investments, Financial Services, Finance, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Portfolio Management, Series 63, Asset Management, Financial Analysis, Asset Allocation, Financial Advisory
Education
University of Phoenix
Business Administration and Management, General
Bob Arensberg, CLU, ChFC Bob Arensberg, CLU, ChFC's Eagle Strategies LLC Experience May 2014 - Present
Job Financial Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company April 2011 - Present
New York Life Insurance Company October 2009 - April 2011
Skills
Finance, Asset Allocation, Asset Protection, Insurance, Public Speaking, Financial Education, College Savings Plans, IRAs, Retirement Planning, Employee Benefits, Life Insurance, Financial Services, Strategic Financial..., Financial Advisory, Retirement
Education
The American College 2003 — 2006
Chartered Financial Consultant
The American College 2003 — 2006
Chartered Life Underwriter
University of Washington 1992 — 1996
Bachelor of Arts (BA), East Asian Studies
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company April 2011 - Present
New York Life Insurance Company October 2009 - April 2011
Skills
Finance, Asset Allocation, Asset Protection, Insurance, Public Speaking, Financial Education, College Savings Plans, IRAs, Retirement Planning, Employee Benefits, Life Insurance, Financial Services, Strategic Financial..., Financial Advisory, Retirement
Education
The American College 2003 — 2006
Chartered Financial Consultant
The American College 2003 — 2006
Chartered Life Underwriter
University of Washington 1992 — 1996
Bachelor of Arts (BA), East Asian Studies
Antonio D. Sankey, CLU, ChFC, CASL, REBC, RHU's Eagle Strategies LLC Experience January 2001 - Present
Job Dedicated Financial Adviser helping individuals, families, and business owners achieve financial independence
Industry Financial Services
Experience
Eagle Strategies, LLC January 2001 - Present
New York Life Insurance Company January 2001 - Present
NYLIFE Securities LLC January 2001 - Present
American General Life and Accident August 1998 - January 2001
Skills
Retirement Planning, Multi-Generational..., Asset Protection, Multi-Generational..., Estate Planning, 401(k) Rollovers, Investments, Wealth Preservation..., Succession Planning, Protection Planning/..., Small Business, Gifting Strategies, CLU, Insurance, Finance, FINRA, Securities, Financial Services, Multi-generational..., Life Insurance, Retirement, Wealth Management, Customer Service, Public Speaking, Wealth, Fixed Annuities, Leadership, Microsoft Office
Education
The American College
CLU, ChFC, CASL, REBC, RHU, Financial Planning and Services
Talladega College
University of Alabama at Birmingham
Eagle Strategies, LLC January 2001 - Present
New York Life Insurance Company January 2001 - Present
NYLIFE Securities LLC January 2001 - Present
American General Life and Accident August 1998 - January 2001
Skills
Retirement Planning, Multi-Generational..., Asset Protection, Multi-Generational..., Estate Planning, 401(k) Rollovers, Investments, Wealth Preservation..., Succession Planning, Protection Planning/..., Small Business, Gifting Strategies, CLU, Insurance, Finance, FINRA, Securities, Financial Services, Multi-generational..., Life Insurance, Retirement, Wealth Management, Customer Service, Public Speaking, Wealth, Fixed Annuities, Leadership, Microsoft Office
Education
The American College
CLU, ChFC, CASL, REBC, RHU, Financial Planning and Services
Talladega College
University of Alabama at Birmingham
Steve Fish, LUTCF, CLTC's Eagle Strategies LLC Experience June 2006 - Present
Job Passionate Financial Adviser helping families and businesses achieve financial independence in the Richmond Metro Area
Industry Financial Services
Experience
Eagle Strategies LLC June 2006 - Present
New York Life Insurance Company September 2001 - Present
NYLIFE Securities LLC September 2001 - Present
Nalco Chemical Company September 1992 - September 2001
US Navy May 1985 - September 1992
Skills
Estate Planning, Investments, Retirement Planning, Financial Planning, Wealth Preservation..., Business Succession..., Buy-Sell Agreements, Life Insurance, Annuity Sales, Licensed in Long-Term..., 401(k) Rollovers, IRA Rollovers, Asset Protection, Lifetime Income..., Friendly Personality, Finance, IRAs
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Biology
Madison High School 1977 — 1981
Eagle Strategies LLC June 2006 - Present
New York Life Insurance Company September 2001 - Present
NYLIFE Securities LLC September 2001 - Present
Nalco Chemical Company September 1992 - September 2001
US Navy May 1985 - September 1992
Skills
Estate Planning, Investments, Retirement Planning, Financial Planning, Wealth Preservation..., Business Succession..., Buy-Sell Agreements, Life Insurance, Annuity Sales, Licensed in Long-Term..., 401(k) Rollovers, IRA Rollovers, Asset Protection, Lifetime Income..., Friendly Personality, Finance, IRAs
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Biology
Madison High School 1977 — 1981
Michael J. Flynn, MSFS Michael J. Flynn, MSFS's Eagle Strategies LLC Experience 1998 - Present
Job Skilled Financial Planner/Solving Problems Where Affluence and Complexity Meet
Industry Financial Services
Experience
Flynn Wealth Strategies & Insurance Solutions, Inc. January 1988 - Present
The Nautilus Group® 2003 - Present
Eagle Strategies, LLC 1998 - Present
Skills
Estate Planning, Retirement, Retirement Planning, Wealth Preservation..., Wealth Transfer..., Investments, Asset Protection, Business Exit Strategy, Business Succession..., Buy-sell Agreements, Business Insurance..., Charitable Giving, Strategic Planning, IRA Rollovers, Key Person Insurance, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Succession Planning, Supplements to Employee..., 401(k) Rollovers, Insurance, IRAs, Small Business, Disability Insurance, Finance, Management, Life Insurance, Wealth, Financial Services
Education
The American College 1993 — 2000
Master of Science, Financial Services (MSFS)
University of California, Santa Cruz 1970 — 1974
Bachelor of Arts (B.A.), Literature
Flynn Wealth Strategies & Insurance Solutions, Inc. January 1988 - Present
The Nautilus Group® 2003 - Present
Eagle Strategies, LLC 1998 - Present
Skills
Estate Planning, Retirement, Retirement Planning, Wealth Preservation..., Wealth Transfer..., Investments, Asset Protection, Business Exit Strategy, Business Succession..., Buy-sell Agreements, Business Insurance..., Charitable Giving, Strategic Planning, IRA Rollovers, Key Person Insurance, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Succession Planning, Supplements to Employee..., 401(k) Rollovers, Insurance, IRAs, Small Business, Disability Insurance, Finance, Management, Life Insurance, Wealth, Financial Services
Education
The American College 1993 — 2000
Master of Science, Financial Services (MSFS)
University of California, Santa Cruz 1970 — 1974
Bachelor of Arts (B.A.), Literature
Chris Saras, LUTCF Chris Saras, LUTCF's Eagle Strategies LLC Experience June 2014 - Present
Job Helping people get from Point A to Point B Financially.
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Estate Planning, Fixed Annuities, Life Insurance, Long-term Care, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Training, Analysis, Investment Strategies, Retirement Income..., Insurance Planning, Annuities, Finance, Series 63, Mutual Funds, Securities, Retirement, Long Term Care
Education
The American College 2010 — 2011
Life Underwriter Training Coucil Fellow (LUTCF), Insurance & Investment Planning
University of Redlands 2005 — 2007
B.S., Business Administration
University of California, Davis 2002 — 2004
Eagle Strategies, LLC June 2014 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Estate Planning, Fixed Annuities, Life Insurance, Long-term Care, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Training, Analysis, Investment Strategies, Retirement Income..., Insurance Planning, Annuities, Finance, Series 63, Mutual Funds, Securities, Retirement, Long Term Care
Education
The American College 2010 — 2011
Life Underwriter Training Coucil Fellow (LUTCF), Insurance & Investment Planning
University of Redlands 2005 — 2007
B.S., Business Administration
University of California, Davis 2002 — 2004
Michael Quinn CFP®, CLU, LUTCF Michael Quinn CFP®, CLU, LUTCF's Eagle Strategies LLC Experience April 2011 - Present
Job Owner & Principal at Quinn Wealth Strategies, LLC
Industry Financial Services
Experience
Quinn Wealth Strategies, LLC August 2014 - Present
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC December 2005 - Present
New York Life Insurance Company December 2005 - Present
Skills
Life Insurance, Estate Planning
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
Waltham High 1997 — 2001
Quinn Wealth Strategies, LLC August 2014 - Present
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC December 2005 - Present
New York Life Insurance Company December 2005 - Present
Skills
Life Insurance, Estate Planning
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
Waltham High 1997 — 2001
Tony DeLeon CFP®, ChFC®,MSFS Tony DeLeon CFP®, ChFC®,MSFS's Eagle Strategies LLC Experience January 2000 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC January 2000 - Present
NYLIFE Securities LLC January 1983 - Present
New York Life Insurance Company February 1974 - Present
Service in Military 1971 - 1973
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation...
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.)
Eagle Strategies LLC January 2000 - Present
NYLIFE Securities LLC January 1983 - Present
New York Life Insurance Company February 1974 - Present
Service in Military 1971 - 1973
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation...
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.)
Craig Roslien Craig Roslien's Eagle Strategies LLC Experience September 2004 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies LLC September 2004 - Present
New York Life Insurance Company May 1984 - Present
New York Life Insurance Company 1984 - Present
in Wisconsin and Minnesota August 1964 - June 1984
Skills
401(k) rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Wealth Preservation..., CLU, Licensed Life Insurance..., Protection..., Finance, Life Insurance, Team Building, Customer Service, Fixed Annuities
Education
University of Minnesota-Twin Cities 1974 — 1979
Education Specialist, Educational Administration
University of Iowa 1966 — 1970
Master of Arts (MA), Educational Administration
St. Olaf College 1960 — 1965
Bachelor of Arts (B.A.), Biology and Chemistry
Eagle Strategies LLC September 2004 - Present
New York Life Insurance Company May 1984 - Present
New York Life Insurance Company 1984 - Present
in Wisconsin and Minnesota August 1964 - June 1984
Skills
401(k) rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Wealth Preservation..., CLU, Licensed Life Insurance..., Protection..., Finance, Life Insurance, Team Building, Customer Service, Fixed Annuities
Education
University of Minnesota-Twin Cities 1974 — 1979
Education Specialist, Educational Administration
University of Iowa 1966 — 1970
Master of Arts (MA), Educational Administration
St. Olaf College 1960 — 1965
Bachelor of Arts (B.A.), Biology and Chemistry
Mathew Steward Mathew Steward's Eagle Strategies LLC Experience January 2014 - Present
Job Owner of Stewardship Financial Group providing feebased financial planning and investment advisory services
Industry Investment Management
Experience
Stewardship Financial Group, Inc. May 2014 - Present
Eagle Strategies, LLC January 2014 - Present
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Kent Moss & Associates July 2012 - May 2014
T. Rowe Price September 2007 - March 2009
Skills
Investments, Estate Planning, Charitable Giving, Business Succession..., Employee Benefits, Life Insurance..., Lifetime Income..., Retirement Income..., Supplements to Employee..., Creative Problem Solving, Customer Satisfaction, Management, Strategic Planning, 401(k) Rollovers, Customer Service, Small Business
Education
University of Phoenix 2008 — 2009
Global Business Management
Bloomingdale High School 1996 — 1998
Stewardship Financial Group, Inc. May 2014 - Present
Eagle Strategies, LLC January 2014 - Present
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Kent Moss & Associates July 2012 - May 2014
T. Rowe Price September 2007 - March 2009
Skills
Investments, Estate Planning, Charitable Giving, Business Succession..., Employee Benefits, Life Insurance..., Lifetime Income..., Retirement Income..., Supplements to Employee..., Creative Problem Solving, Customer Satisfaction, Management, Strategic Planning, 401(k) Rollovers, Customer Service, Small Business
Education
University of Phoenix 2008 — 2009
Global Business Management
Bloomingdale High School 1996 — 1998
Jeff Russolino's Eagle Strategies LLC Experience January 2012 - Present
Job Helping to build and protect wealth for individuals in the Greater New Orleans area for more than 20 years
Industry Financial Services
Experience
New York Life Insurance Company September 1990 - Present
NYLIFE Securities LLC September 1990 - Present
Eagle Strategies, LLC January 2012 - Present
Skills
Retirement Planning, Investments, Life Insurance, Estate Planning, IRA Rollovers, Wealth Preservation..., Retirement Income...
Education
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Providence College
Bachelor of Arts (B.A.)
New York Life Insurance Company September 1990 - Present
NYLIFE Securities LLC September 1990 - Present
Eagle Strategies, LLC January 2012 - Present
Skills
Retirement Planning, Investments, Life Insurance, Estate Planning, IRA Rollovers, Wealth Preservation..., Retirement Income...
Education
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Providence College
Bachelor of Arts (B.A.)
Daniel Messeca, CFP® Daniel Messeca, CFP®'s Eagle Strategies LLC Experience October 2013 - November 2014
Job Foolish Paraplanner at The Motley Fool
Industry Financial Services
Experience
Eagle Strategies, LLC October 2013 - November 2014
Highlander Financial Group June 2012 - August 2013
Financial Advantage Associates October 2010 - June 2012
Wachovia, A Wells Fargo Company July 2009 - September 2010
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park
Bachelor of Science (B.S.), Finance
Eagle Strategies, LLC October 2013 - November 2014
Highlander Financial Group June 2012 - August 2013
Financial Advantage Associates October 2010 - June 2012
Wachovia, A Wells Fargo Company July 2009 - September 2010
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park
Bachelor of Science (B.S.), Finance
Michael Cardwell Michael Cardwell's Eagle Strategies LLC Experience June 2006 - Present
Job President / Financial Advisor* at Cardwell Financial Group LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2006 - Present
NYLIFE Securities LLC December 1997 - Present
New York Life Insurance Company April 1997 - Present
Cardwell Financial Group LLC April 1997 - Present
Competitive Edge Athletics, Inc May 2011 - Present
CBR Estate Investments June 2000 - Present
Education
University of Dayton 1978 — 1982
BS, Business
Carroll High School 1974 — 1978
Eagle Strategies, LLC June 2006 - Present
NYLIFE Securities LLC December 1997 - Present
New York Life Insurance Company April 1997 - Present
Cardwell Financial Group LLC April 1997 - Present
Competitive Edge Athletics, Inc May 2011 - Present
CBR Estate Investments June 2000 - Present
Education
University of Dayton 1978 — 1982
BS, Business
Carroll High School 1974 — 1978
Derek R. Pilkington's Eagle Strategies LLC Experience December 2012 - September 2014
Job Financial Consultant
Industry Financial Services
Experience
Pilkington Financial Services, Ltd. February 2015 - Present
SRS Capital Advisors, Inc. September 2014 - February 2015
Eagle Strategies, LLC December 2012 - September 2014
Kennedy and Coe, LLC November 2010 - July 2012
Skills
Retirement Planning, Estate Planning, Life Insurance, Investments, Wealth Preservation..., Time Management, Small Business, Thought Leadership, Asset Protection, Key Person Protection, Succession Planning, Leadership, Financial Services, Licensed Life Insurance..., Annuity Sales, Gifting Strategies, Legacies, Management, Protection Planning, 401(k) Rollovers, Multi-Generational..., Protection..., Small Business Planning, Multi-tasking Skills
Education
University of San Diego 2008 — 2010
Bachelors, Accountancy
The University of New Mexico 2005 — 2007
Accountancy
Pilkington Financial Services, Ltd. February 2015 - Present
SRS Capital Advisors, Inc. September 2014 - February 2015
Eagle Strategies, LLC December 2012 - September 2014
Kennedy and Coe, LLC November 2010 - July 2012
Skills
Retirement Planning, Estate Planning, Life Insurance, Investments, Wealth Preservation..., Time Management, Small Business, Thought Leadership, Asset Protection, Key Person Protection, Succession Planning, Leadership, Financial Services, Licensed Life Insurance..., Annuity Sales, Gifting Strategies, Legacies, Management, Protection Planning, 401(k) Rollovers, Multi-Generational..., Protection..., Small Business Planning, Multi-tasking Skills
Education
University of San Diego 2008 — 2010
Bachelors, Accountancy
The University of New Mexico 2005 — 2007
Accountancy
Andrew Reimer Andrew Reimer's Eagle Strategies LLC Experience March 2011 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC March 2011 - Present
New York Life Insurance Company February 2002 - Present
NYLIFE Securities March 2002 - Present
Reimer Financial Group January 2011 - Present
Skills
Estate Planning, Insurance, 401(k) Rollovers, Protection..., Annuity Sales, Licensed Life Insurance..., Key Person Protection, Wealth Preservation...
Education
University of Northern Iowa 1993 — 1998
Bachelor of Arts (BA), Economics and Political Science
Garnavillo High School 1989 — 1993
Eagle Strategies, LLC March 2011 - Present
New York Life Insurance Company February 2002 - Present
NYLIFE Securities March 2002 - Present
Reimer Financial Group January 2011 - Present
Skills
Estate Planning, Insurance, 401(k) Rollovers, Protection..., Annuity Sales, Licensed Life Insurance..., Key Person Protection, Wealth Preservation...
Education
University of Northern Iowa 1993 — 1998
Bachelor of Arts (BA), Economics and Political Science
Garnavillo High School 1989 — 1993
Jason Ellingson Jason Ellingson's Eagle Strategies LLC Experience April 2014 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, 401k Rollovers, Investments, Insurance, Multi-generational..., Wealth Preservation..., Estate Planning, Succession Planning, Leadership, Finance, Mutual Funds, Retirement, Wealth, Bonds, Customer Service
Education
St. Cloud State University 1994 — 1999
Bachelor of Arts (B.A.)
Eagle Strategies, LLC April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, 401k Rollovers, Investments, Insurance, Multi-generational..., Wealth Preservation..., Estate Planning, Succession Planning, Leadership, Finance, Mutual Funds, Retirement, Wealth, Bonds, Customer Service
Education
St. Cloud State University 1994 — 1999
Bachelor of Arts (B.A.)
Matthew Goff Matthew Goff's Eagle Strategies LLC Experience June 2010 - Present
Job Principal at Camino Real Financial Strategies
Industry Financial Services
Experience
Camino Real Financial Strategies July 2011 - Present
NYLIFE Securities LLC June 2010 - Present
Eagle Strategies, LLC June 2010 - Present
New York Life Insurance Company May 2008 - June 2011
Siemens Enterprise Communications January 1998 - March 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement, Retirement Planning, Small Business, Wealth Preservation...
Education
Thunderbird School of Global Management 1995 — 1996
Master of Business Administration (M.B.A.), International Finance
Texas A&M University 1988 — 1992
Bachelor of Science (B.S.)
Camino Real Financial Strategies July 2011 - Present
NYLIFE Securities LLC June 2010 - Present
Eagle Strategies, LLC June 2010 - Present
New York Life Insurance Company May 2008 - June 2011
Siemens Enterprise Communications January 1998 - March 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement, Retirement Planning, Small Business, Wealth Preservation...
Education
Thunderbird School of Global Management 1995 — 1996
Master of Business Administration (M.B.A.), International Finance
Texas A&M University 1988 — 1992
Bachelor of Science (B.S.)
Michael Fulco, CLU®, ChFC®'s Eagle Strategies LLC Experience April 2010 - Present
Job Estate Tax Planning, Investment Management, Bank Owned Life Insurance
Industry Financial Services
Experience
New York Life April 2010 - Present
Eagle Strategies, LLC April 2010 - Present
Executive Benefit Strategies, LLC June 2003 - Present
Mass Mutual 2003 - 2010
AXA Equitable 1993 - 2003
Equitable Life Assurance Soc December 1989 - May 1993
Equitable Life Assurance Soc June 1987 - November 1989
Equitable Life Assurance Soc February 1976 - June 1987
Skills
Insurance, Life Insurance, Finance, Securities, Series 7, Estate Planning, Investments, Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance
Education
University of Louisiana at Monroe 1971 — 1975
Bachelors Business Administration, Marketing
New York Life April 2010 - Present
Eagle Strategies, LLC April 2010 - Present
Executive Benefit Strategies, LLC June 2003 - Present
Mass Mutual 2003 - 2010
AXA Equitable 1993 - 2003
Equitable Life Assurance Soc December 1989 - May 1993
Equitable Life Assurance Soc June 1987 - November 1989
Equitable Life Assurance Soc February 1976 - June 1987
Skills
Insurance, Life Insurance, Finance, Securities, Series 7, Estate Planning, Investments, Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance
Education
University of Louisiana at Monroe 1971 — 1975
Bachelors Business Administration, Marketing
Erin Violetto Erin Violetto's Eagle Strategies LLC Experience June 2013 - February 2014
Job Staffing and recruiting
Industry Staffing and Recruiting
Experience
Burnett Specialists / Choice Specialists June 2015 - Present
Burnett Specialists / Choice Specialists June 2014 - June 2015
Capitol Dermatology May 2008 - June 2014
Eagle Strategies, LLC June 2013 - February 2014
Texas A&M University Sponsored Research Services April 2012 - May 2013
Skills
Client Liaison, People Skills, Building Relationships, Office Administration, Team-oriented, Administrative Work, Interviewing Skills, Coordinating Events, Training Delivery, Project Coordination, Oral & Written..., Office Management, Report Writing, Human Resources, Interview Preparation, Onboarding, Communication, Customer Service, Microsoft Office, Teamwork
Education
Texas A&M University 2009 — 2013
Bachelor of Science, Human Resources Development
Burnett Specialists / Choice Specialists June 2015 - Present
Burnett Specialists / Choice Specialists June 2014 - June 2015
Capitol Dermatology May 2008 - June 2014
Eagle Strategies, LLC June 2013 - February 2014
Texas A&M University Sponsored Research Services April 2012 - May 2013
Skills
Client Liaison, People Skills, Building Relationships, Office Administration, Team-oriented, Administrative Work, Interviewing Skills, Coordinating Events, Training Delivery, Project Coordination, Oral & Written..., Office Management, Report Writing, Human Resources, Interview Preparation, Onboarding, Communication, Customer Service, Microsoft Office, Teamwork
Education
Texas A&M University 2009 — 2013
Bachelor of Science, Human Resources Development
Tamara Burke Tamara Burke's Eagle Strategies LLC Experience April 2005 - Present
Job Dedicated to helping families and business owners develop sound financial strategies.
Industry Financial Services
Experience
Financial Benefits, Inc. April 2005 - Present
Eagle Strategies, LLC April 2005 - Present
NYLIFE Securities LLC April 2005 - Present
New York Life Insurance Company April 2005 - Present
Financial Benefits Inc. September 1996 - April 2005
Skills
Estate Planning, Insurance, Retirement Planning, Life Insurance, 401k Rollovers, Asset Protection, Small Business, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Wealth Preservation..., Employee Benefits, IRAs, Mutual Funds
Education
Montana Wilderness Bible College
The American College
ChFC
Financial Benefits, Inc. April 2005 - Present
Eagle Strategies, LLC April 2005 - Present
NYLIFE Securities LLC April 2005 - Present
New York Life Insurance Company April 2005 - Present
Financial Benefits Inc. September 1996 - April 2005
Skills
Estate Planning, Insurance, Retirement Planning, Life Insurance, 401k Rollovers, Asset Protection, Small Business, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Wealth Preservation..., Employee Benefits, IRAs, Mutual Funds
Education
Montana Wilderness Bible College
The American College
ChFC
Derek A. Moore Derek A. Moore's Eagle Strategies LLC Experience February 2012 - Present
Job Owner at The Five Peaks Capital Group LLC
Industry Financial Services
Experience
The Five Peaks Capital Group LLC July 2012 - Present
Eagle Strategies LLC February 2012 - Present
New York Life Insurance Company February 2004 - Present
24 Hour Fitness 2002 - 2003
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Life Insurance, Finance, Financial Planning, Securities, Strategic Financial..., Fixed Annuities, Investments, Portfolio Management, Financial Advisory, Sales
Education
University of Colorado Boulder 1997 — 2002
Political Science
The Five Peaks Capital Group LLC July 2012 - Present
Eagle Strategies LLC February 2012 - Present
New York Life Insurance Company February 2004 - Present
24 Hour Fitness 2002 - 2003
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Life Insurance, Finance, Financial Planning, Securities, Strategic Financial..., Fixed Annuities, Investments, Portfolio Management, Financial Advisory, Sales
Education
University of Colorado Boulder 1997 — 2002
Political Science
Doug Dyer Doug Dyer's Eagle Strategies LLC Experience 2002 - 2009
Job Senior Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies LLC 2002 - 2009
NYLIFE Securities LLC 1996 - 2002
Southern Manufacturing and Sales 1984 - 1996
Education
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies LLC 2002 - 2009
NYLIFE Securities LLC 1996 - 2002
Southern Manufacturing and Sales 1984 - 1996
Education
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
Yoshiko Hayakawa CFP®, PH.D, MBA Yoshiko Hayakawa CFP®, PH.D, MBA's Eagle Strategies LLC Experience June 2011 - Present
Job Financial Planner at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC June 2011 - Present
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company May 2011 - Present
First Financial Group July 2006 - May 2011
DMS International September 2002 - December 2006
Ohashiatsu June 2000 - August 2001
Neuristics February 1998 - April 1999
KPMG US January 1997 - February 1998
The University of Texas at Arlington July 1995 - June 1996
Oklahoma State University August 1994 - May 1995
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Insurance, Securities, Mutual Funds, Small Business, Long Term Care, Long Term Care Insurance, Disability Insurance, Annuities, Employee Benefits, Succession Planning, Term Life Insurance, Fixed Annuities
Education
University of Maryland College Park 1989 — 1994
Ph.d, Mathematics
University of Baltimore 2001 — 2003
MBA, Business Administration
Eagle Strategies LLC June 2011 - Present
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company May 2011 - Present
First Financial Group July 2006 - May 2011
DMS International September 2002 - December 2006
Ohashiatsu June 2000 - August 2001
Neuristics February 1998 - April 1999
KPMG US January 1997 - February 1998
The University of Texas at Arlington July 1995 - June 1996
Oklahoma State University August 1994 - May 1995
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Insurance, Securities, Mutual Funds, Small Business, Long Term Care, Long Term Care Insurance, Disability Insurance, Annuities, Employee Benefits, Succession Planning, Term Life Insurance, Fixed Annuities
Education
University of Maryland College Park 1989 — 1994
Ph.d, Mathematics
University of Baltimore 2001 — 2003
MBA, Business Administration
Kyle Aron Kyle Aron's Eagle Strategies LLC Experience August 2009 - April 2010
Job Senior Analyst / Portfolio Manager at Concord Investment Counsel
Industry Investment Management
Experience
Concord Investment Counsel April 2010 - Present
Eagle Strategies, LLC August 2009 - April 2010
Skills
Wealth Management, Portfolio Management, Risk Analysis, Asset Allocation, Investments, Financial Analysis, Financial Modeling, Finance, Asset Management, Investment Management, Investment Strategies, Strategic Financial..., Valuation, Retirement Planning
Education
University of California, Los Angeles
B.A., Economics
Concord Investment Counsel April 2010 - Present
Eagle Strategies, LLC August 2009 - April 2010
Skills
Wealth Management, Portfolio Management, Risk Analysis, Asset Allocation, Investments, Financial Analysis, Financial Modeling, Finance, Asset Management, Investment Management, Investment Strategies, Strategic Financial..., Valuation, Retirement Planning
Education
University of California, Los Angeles
B.A., Economics
Robert S. Campbell II's Eagle Strategies LLC Experience November 2007 - September 2011
Job Hiring and Developing Entrepreneurial People Who are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
United Way of Tucson and Southern Arizona 2014 - 2014
Arizona Youth Partnership February 2009 - October 2011
Eagle Strategies LLC November 2007 - September 2011
Adobe 41 2011 - 2011
Skills
Sales Management, Team Motivator, Motivational..., Sales Operations, outside sales, Financial Planning, Investment Strategies, Investment Advisory, Portfolio Management, Insurance Planning, Insurance, Recruitment/Retention, Partner Recruitment, Sales Recruitment, Strategic Financial..., Investments, Financial Planners, Recruiting, Outside Sales, Finance, Business Planning, Sales, Leadership, Retirement, Financial Services, IRAs, Retirement Planning, Life Insurance, Nonprofits, Fixed Annuities, Long Term Care Insurance, Estate Planning, Mutual Funds, Mortgage Lending, 401k, Analysis, Small Business, Program Management, Long-term Care, Securities, Wealth Management, Term Life Insurance, Financial Advisory, Series 7, Wealth Accumulation, Series 63, 401k Rollovers, Series 6, Wealth
Education
University of Arizona 2000 — 2005
BA, Philosophy/psychology
St. Johns Military Academy 1992 — 1993
New York Life Insurance Company September 2011 - Present
United Way of Tucson and Southern Arizona 2014 - 2014
Arizona Youth Partnership February 2009 - October 2011
Eagle Strategies LLC November 2007 - September 2011
Adobe 41 2011 - 2011
Skills
Sales Management, Team Motivator, Motivational..., Sales Operations, outside sales, Financial Planning, Investment Strategies, Investment Advisory, Portfolio Management, Insurance Planning, Insurance, Recruitment/Retention, Partner Recruitment, Sales Recruitment, Strategic Financial..., Investments, Financial Planners, Recruiting, Outside Sales, Finance, Business Planning, Sales, Leadership, Retirement, Financial Services, IRAs, Retirement Planning, Life Insurance, Nonprofits, Fixed Annuities, Long Term Care Insurance, Estate Planning, Mutual Funds, Mortgage Lending, 401k, Analysis, Small Business, Program Management, Long-term Care, Securities, Wealth Management, Term Life Insurance, Financial Advisory, Series 7, Wealth Accumulation, Series 63, 401k Rollovers, Series 6, Wealth
Education
University of Arizona 2000 — 2005
BA, Philosophy/psychology
St. Johns Military Academy 1992 — 1993
Kevin Odell Kevin Odell's Eagle Strategies LLC Experience October 2003 - Present
Job Financial Adviser dedicated to providing consistent, professional care and service to clients since 1985.
Industry Financial Services
Experience
DeLoach, Odell & Associates June 1985 - Present
New York Life Insurance Company June 1985 - Present
Eagle Strategies, LLC October 2003 - Present
NYLIFE Securities, LLC October 1985 - Present
Skills
CLU, ChFC, Investments, Insurance, Gifting Strategies, Wealth Preservation..., Succession Planning, Annuity Sales, Insurance Agent, 401k Rollovers, Estate Planning, Small Business, Key Person Protection, Licensed in Long-Term..., Protection..., Retirement Planning, Asset Protection, Financial Services, Retirement, Finance, Life Insurance, Financial Planning
Education
The University of Georgia 1980 — 1983
Bachelor of Business Administration (BBA), Journalism
DeLoach, Odell & Associates June 1985 - Present
New York Life Insurance Company June 1985 - Present
Eagle Strategies, LLC October 2003 - Present
NYLIFE Securities, LLC October 1985 - Present
Skills
CLU, ChFC, Investments, Insurance, Gifting Strategies, Wealth Preservation..., Succession Planning, Annuity Sales, Insurance Agent, 401k Rollovers, Estate Planning, Small Business, Key Person Protection, Licensed in Long-Term..., Protection..., Retirement Planning, Asset Protection, Financial Services, Retirement, Finance, Life Insurance, Financial Planning
Education
The University of Georgia 1980 — 1983
Bachelor of Business Administration (BBA), Journalism
Jim Cama Jim Cama's Eagle Strategies LLC Experience March 2003 - Present
Job Owner at Cama & Associates
Industry Insurance
Experience
Cama & Associates OwnerCama & AssociatesMarch 1974 - Present
Eagle Strategies, LLC March 2003 - Present
NYLIFE Securities, LLC December 1986 - Present
Skills
Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Legacies, Multi-generational..., Succession Planning, Wealth Preservation..., Retirement Planning
Education
St. Joseph's College 1965 — 1969
BS, MARKETING
The American College 1976 — 1978
CLU® , ChFC®, insurance & estate planning
Cama & Associates OwnerCama & AssociatesMarch 1974 - Present
Eagle Strategies, LLC March 2003 - Present
NYLIFE Securities, LLC December 1986 - Present
Skills
Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Legacies, Multi-generational..., Succession Planning, Wealth Preservation..., Retirement Planning
Education
St. Joseph's College 1965 — 1969
BS, MARKETING
The American College 1976 — 1978
CLU® , ChFC®, insurance & estate planning
Christy Barilotti, CFP ® Christy Barilotti, CFP ®'s Eagle Strategies LLC Experience 2003 - 2008
Job President/CEO and Financial Adviser at Barilotti Wealth Strategies LLC
Industry Financial Services
Experience
Barilotti Wealth Strategies LLC January 2008 - Present
Philadelphia Business Journal 2015 - 2015
Eagle Strategies, LLC 2003 - 2008
New York Life Insurance Company 2001 - 2003
Skills
Succession Planning, Estate Planning, Wealth Preservation..., Asset Protection, Retirement Planning, Investments, Gifting Strategies, Multi-generational..., Small Business, 401k Rollovers, Key Person Protection, Licensed in Long Term..., Protection..., Communication, Multitasking Skills
Education
The American College 2002 — 2008
CFP ®, Financial Planning
Ursinus College 1997 — 2001
Bachelor's degree, Economics and Biology
Highland High School
Barilotti Wealth Strategies LLC January 2008 - Present
Philadelphia Business Journal 2015 - 2015
Eagle Strategies, LLC 2003 - 2008
New York Life Insurance Company 2001 - 2003
Skills
Succession Planning, Estate Planning, Wealth Preservation..., Asset Protection, Retirement Planning, Investments, Gifting Strategies, Multi-generational..., Small Business, 401k Rollovers, Key Person Protection, Licensed in Long Term..., Protection..., Communication, Multitasking Skills
Education
The American College 2002 — 2008
CFP ®, Financial Planning
Ursinus College 1997 — 2001
Bachelor's degree, Economics and Biology
Highland High School
Paul Dunphy, CFP ® Paul Dunphy, CFP ®'s Eagle Strategies LLC Experience February 2015 - Present
Job Financial Planner with Retirement Solutions doing feebased financial planning, investment advisory services & insurance
Industry Financial Services
Experience
Retirement Solutions March 2015 - Present
Eagle Strategies, LLC February 2015 - Present
Investment Centers of America, Inc. June 2012 - March 2014
MetLife March 2009 - May 2012
First Interstate Wealth Management January 2005 - December 2008
Prudential Financial and Pruco Securities Corporation. November 1989 - December 2004
Skills
Retirement Planning, Estate Planning, Risk Management, Wealth Preservation..., Wealth Transfer..., Gifting Strategies, Succession Planning, Problem Solving, Business Planning, Business Succession..., 401k Rollovers, Investments, Life Insurance, Long Term Care Insurance, Mutual Funds
Education
Stanford University 1976 — 1982
Bachelor of Science, Mechanical Engineering
Retirement Solutions March 2015 - Present
Eagle Strategies, LLC February 2015 - Present
Investment Centers of America, Inc. June 2012 - March 2014
MetLife March 2009 - May 2012
First Interstate Wealth Management January 2005 - December 2008
Prudential Financial and Pruco Securities Corporation. November 1989 - December 2004
Skills
Retirement Planning, Estate Planning, Risk Management, Wealth Preservation..., Wealth Transfer..., Gifting Strategies, Succession Planning, Problem Solving, Business Planning, Business Succession..., 401k Rollovers, Investments, Life Insurance, Long Term Care Insurance, Mutual Funds
Education
Stanford University 1976 — 1982
Bachelor of Science, Mechanical Engineering
Scott Anders, CLU, ChFC, MSM, CLF's Eagle Strategies LLC Experience August 2012 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC August 2012 - Present
NYLIFE Securities LLC August 2012 - Present
Academy Granite Partners January 2013 - Present
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company January 2011 - June 2012
New York Life December 2008 - January 2011
New York Life September 2003 - December 2008
New York Life November 1998 - September 2003
Skills
Securities, 401k Rollovers, Financial Advisory, Financial Services, Term Life Insurance, Thought Leadership, Financial Planners, Wealth Preservation..., Key Person Protection, Multi-generational..., Personal Finance, Wealth Management, Management, Finance, Long Term Care Insurance, CLU, Analysis, Annuity Sales, Protection..., Wealth, Wealth Accumulation, Series 7, 401k, Gifting Strategies, Multi-generational..., Time Management, Portfolio Management, Legacies, Series 63, Investment Advisory, Investment Strategies, Pensions, Wealth Management..., Whole Life, Asset Allocation, Life Insurance, Disability Insurance, Estate Planning, Multi-tasking Skills
Education
The American College 1993 — 1997
MSM, Masters of Science in Financial Services Management
US Army Command and General Staff School 1993 — 1996
US Army Infantry School 1975 — 1981
Airborne, Ranger and Infantry Officers Advanced Course
US Army Armor School 1977 — 1978
Armor Officers Basic Course
United States Military Academy at West Point 1973 — 1977
BS, Engineering
Eagle Strategies, LLC August 2012 - Present
NYLIFE Securities LLC August 2012 - Present
Academy Granite Partners January 2013 - Present
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company January 2011 - June 2012
New York Life December 2008 - January 2011
New York Life September 2003 - December 2008
New York Life November 1998 - September 2003
Skills
Securities, 401k Rollovers, Financial Advisory, Financial Services, Term Life Insurance, Thought Leadership, Financial Planners, Wealth Preservation..., Key Person Protection, Multi-generational..., Personal Finance, Wealth Management, Management, Finance, Long Term Care Insurance, CLU, Analysis, Annuity Sales, Protection..., Wealth, Wealth Accumulation, Series 7, 401k, Gifting Strategies, Multi-generational..., Time Management, Portfolio Management, Legacies, Series 63, Investment Advisory, Investment Strategies, Pensions, Wealth Management..., Whole Life, Asset Allocation, Life Insurance, Disability Insurance, Estate Planning, Multi-tasking Skills
Education
The American College 1993 — 1997
MSM, Masters of Science in Financial Services Management
US Army Command and General Staff School 1993 — 1996
US Army Infantry School 1975 — 1981
Airborne, Ranger and Infantry Officers Advanced Course
US Army Armor School 1977 — 1978
Armor Officers Basic Course
United States Military Academy at West Point 1973 — 1977
BS, Engineering
Diane Hack Gould, CLU®, ChFC®, CLTC,CAP®, MSFS Diane Hack Gould, CLU®, ChFC®, CLTC,CAP®, MSFS's Eagle Strategies LLC Experience January 2000 - Present
Job Financial Advisor at Eagle Strategies, LLC
Industry Investment Management
Experience
Eagle Strategies, LLC January 2000 - Present
D. H. Gould Company October 1975 - Present
NYLIFE Securities, LLC October 1975 - Present
New York Life Insurance Company October 1975 - Present
Skills
Retirement Planning, Insurance, Wealth Preservation..., Asset Protection, Gifting Strategies, Multi-generational..., Retirement, Legacies, Estate Planning, Family Security Planning, 401(k) Rollovers, Wealth Transfer..., IRA Rollovers, Licensed in Long-term..., Lifetime Income..., Financial Services, Financial Planning, Mutual Funds, Financial Planners, Investment Strategies, IRAs, Fixed Annuities, Life Insurance, Finance, Disability Insurance, Investments, Securities
Education
The American College 2013 — 2016
Research Doctorate, Retirement and Financial Planning
The American College 1995 — 1997
Masters in Financial Services, Financial Planning and Services
University of Maryland College Park 1970 — 1974
BS, Education
Eagle Strategies, LLC January 2000 - Present
D. H. Gould Company October 1975 - Present
NYLIFE Securities, LLC October 1975 - Present
New York Life Insurance Company October 1975 - Present
Skills
Retirement Planning, Insurance, Wealth Preservation..., Asset Protection, Gifting Strategies, Multi-generational..., Retirement, Legacies, Estate Planning, Family Security Planning, 401(k) Rollovers, Wealth Transfer..., IRA Rollovers, Licensed in Long-term..., Lifetime Income..., Financial Services, Financial Planning, Mutual Funds, Financial Planners, Investment Strategies, IRAs, Fixed Annuities, Life Insurance, Finance, Disability Insurance, Investments, Securities
Education
The American College 2013 — 2016
Research Doctorate, Retirement and Financial Planning
The American College 1995 — 1997
Masters in Financial Services, Financial Planning and Services
University of Maryland College Park 1970 — 1974
BS, Education
Brian D. Esway Brian D. Esway's Eagle Strategies LLC Experience November 2001 - Present
Job Financial Adviser at Eagle Strategies
Industry Financial Services
Experience
Eagle Strategies, LLC November 2001 - Present
New York Life Insurance Company November 2001 - Present
Skills
Estate Planning, Series 7
Education
The University of Texas at Austin 1994 — 1999
B.A., Economics
Eagle Strategies, LLC November 2001 - Present
New York Life Insurance Company November 2001 - Present
Skills
Estate Planning, Series 7
Education
The University of Texas at Austin 1994 — 1999
B.A., Economics
Harold Shepard Harold Shepard's Eagle Strategies LLC Experience January 2007 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC January 2007 - Present
NYLIFE Securities LLC January 1994 - Present
Shepard Financial Services, LLC. December 1993 - Present
New York Life Insurance Company December 1993 - Present
Skills
Life Insurance, Retirement Planning, Insurance, Estate Planning, Investments, Term Life Insurance, Sales, 401k Rollovers, Asset Protection, Building Relationships, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Licensed in Long Term..., Licenesed Life..., Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement, Risk Management, Small Business, Succession Planning, Supplements to Employee..., Wealth Transfer..., Life Insurance..., Leadership, Gifting Strategies, Legacy Planning, Multi-generational..., Multi-generational..., Protection..., Education Funding..., Annuity Sales, Key Person Insurance, Grandchild Gifting
Education
The University of Texas at Austin 1975 — 1978
BBA, Marketing & Acounting
Eagle Strategies, LLC January 2007 - Present
NYLIFE Securities LLC January 1994 - Present
Shepard Financial Services, LLC. December 1993 - Present
New York Life Insurance Company December 1993 - Present
Skills
Life Insurance, Retirement Planning, Insurance, Estate Planning, Investments, Term Life Insurance, Sales, 401k Rollovers, Asset Protection, Building Relationships, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Licensed in Long Term..., Licenesed Life..., Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement, Risk Management, Small Business, Succession Planning, Supplements to Employee..., Wealth Transfer..., Life Insurance..., Leadership, Gifting Strategies, Legacy Planning, Multi-generational..., Multi-generational..., Protection..., Education Funding..., Annuity Sales, Key Person Insurance, Grandchild Gifting
Education
The University of Texas at Austin 1975 — 1978
BBA, Marketing & Acounting
Joe Milford, CFA's Eagle Strategies LLC Experience August 2015 - Present
Job Financial Adviser with Eagle Strategies LLC helping families and business owners to create, build, and preserve wealth
Industry Investment Management
Experience
Eagle Strategies LLC August 2015 - Present
CFA Society Cleveland July 2015 - Present
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2015 - Present
Northrop Grumman Corporation October 2010 - April 2015
Northrop Grumman Corporation February 2008 - October 2010
Northrop Grumman Corporation January 2006 - February 2008
Northrop Grumman Corporation February 2005 - December 2005
United States Air Force August 2002 - January 2005
United States Air Force July 2001 - July 2002
Skills
Life Insurance, Disability Insurance, Financial Modeling, Financial Analysis, Analysis, Forecasting, Management, Variance Analysis, Finance, Risk Management, Leadership, Financial Forecasting, Budgets, Cross-functional Team..., Strategy, Accounting, Strategic Planning, Due Diligence, SAP, Executive Management, Program Management, Financial Reporting, Project Management, Earned Value Management, Capital Budgeting, Working Capital..., Cash Flow Forecasting, Investments, Proposal Writing, Microsoft Excel, Chartered Financial..., IT Financial Management, Profitability..., Budgeting, DCF, NPV, Ad Hoc Reporting, Corporate Finance, Series 7, 401k Rollovers, Personal Finance, Long Term Care Insurance, Lifetime Income..., Retirement Planning
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Analytic Finance, Economics, Entrepreneurship, and Accounting
Wright State University 2002 — 2004
M.Acc., Accountancy
University of Notre Dame 1997 — 2001
B.S., Science Preprofessional Studies (Pre-Med)
Christian Brothers High School 1993 — 1997
High School Diploma
Eagle Strategies LLC August 2015 - Present
CFA Society Cleveland July 2015 - Present
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2015 - Present
Northrop Grumman Corporation October 2010 - April 2015
Northrop Grumman Corporation February 2008 - October 2010
Northrop Grumman Corporation January 2006 - February 2008
Northrop Grumman Corporation February 2005 - December 2005
United States Air Force August 2002 - January 2005
United States Air Force July 2001 - July 2002
Skills
Life Insurance, Disability Insurance, Financial Modeling, Financial Analysis, Analysis, Forecasting, Management, Variance Analysis, Finance, Risk Management, Leadership, Financial Forecasting, Budgets, Cross-functional Team..., Strategy, Accounting, Strategic Planning, Due Diligence, SAP, Executive Management, Program Management, Financial Reporting, Project Management, Earned Value Management, Capital Budgeting, Working Capital..., Cash Flow Forecasting, Investments, Proposal Writing, Microsoft Excel, Chartered Financial..., IT Financial Management, Profitability..., Budgeting, DCF, NPV, Ad Hoc Reporting, Corporate Finance, Series 7, 401k Rollovers, Personal Finance, Long Term Care Insurance, Lifetime Income..., Retirement Planning
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Analytic Finance, Economics, Entrepreneurship, and Accounting
Wright State University 2002 — 2004
M.Acc., Accountancy
University of Notre Dame 1997 — 2001
B.S., Science Preprofessional Studies (Pre-Med)
Christian Brothers High School 1993 — 1997
High School Diploma
Esther Aw Esther Aw's Eagle Strategies LLC Experience December 1997 - Present
Job Financial Adviser and Owner of EMA Financial and Insurance Services
Industry Financial Services
Experience
New York Life Insurance Company December 1997 - Present
Eagle Strategies, LLC December 1997 - Present
EMA Financial and Insurance Services December 1997 - Present
Singapore International Monetary Exchange September 1995 - April 1997
Skills
Retirement Planning, Wealth, Finance, Estate Planning, IRAs, Retirement, Fixed Annuities, 401k, Mutual Funds, Wealth Accumulation, Life Insurance, Risk Management, Whole Life, Long Term Care Insurance, Securities, Universal Life, Insurance, Pensions, Asset Protection, Personal Finance
Education
University of California, Davis 1984 — 1988
Bachelor of Art, Rhetoric / Communications, International Relations
New York Life Insurance Company December 1997 - Present
Eagle Strategies, LLC December 1997 - Present
EMA Financial and Insurance Services December 1997 - Present
Singapore International Monetary Exchange September 1995 - April 1997
Skills
Retirement Planning, Wealth, Finance, Estate Planning, IRAs, Retirement, Fixed Annuities, 401k, Mutual Funds, Wealth Accumulation, Life Insurance, Risk Management, Whole Life, Long Term Care Insurance, Securities, Universal Life, Insurance, Pensions, Asset Protection, Personal Finance
Education
University of California, Davis 1984 — 1988
Bachelor of Art, Rhetoric / Communications, International Relations
Irma Ines (Irma Perez) Quiñones, CLU, ChFC, CLTC, PMP Irma Ines (Irma Perez) Quiñones, CLU, ChFC, CLTC, PMP's Eagle Strategies LLC Experience November 2009 - Present
Job Financial Adviser
Industry Financial Services
Experience
Eagle Strategies LLC November 2009 - Present
NYLIFE Securities LLC June 2005 - November 2009
Hewlett-Packard 2001 - 2005
Hewlett-Packard 1999 - 2001
Hewlett-Packard 1997 - 1999
Skills
Retirement Planning, Retirement, Investments, Insurance, Estate Planning, Management, Leadership, Employee Benefits, Finance, Personal Finance, Process Improvement, Financial Services, Risk Management, Securities, Life Insurance, Project Management, 401k, Small Business, Training, Business Planning, Financial Analysis, Fixed Annuities, Mutual Funds, IRAs, Qualified Retirement..., Analysis, Business Process, Executive Management, Health Insurance, Long-term Care, Long Term Care Insurance, Roth IRA, Disability Insurance, Project Planning, Accounting, 401k Rollovers, Term Life Insurance, Whole Life, Series 7, Long Term Care Planning, Workshop Facilitation, Wealth Transfer..., Multi-Generational..., Wealth Preservation..., Succession Planning, Supplements to Employee..., Key Person Protection, Ira Rollovers
Education
The American College 2007 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 2007 — 2012
Chartered Financial Consultant
The American College 2005 — 2007
LUTCF, Life Underwriter Training Council Fellow
Life & Health classes 2005 — 2005
Eagle Strategies LLC November 2009 - Present
NYLIFE Securities LLC June 2005 - November 2009
Hewlett-Packard 2001 - 2005
Hewlett-Packard 1999 - 2001
Hewlett-Packard 1997 - 1999
Skills
Retirement Planning, Retirement, Investments, Insurance, Estate Planning, Management, Leadership, Employee Benefits, Finance, Personal Finance, Process Improvement, Financial Services, Risk Management, Securities, Life Insurance, Project Management, 401k, Small Business, Training, Business Planning, Financial Analysis, Fixed Annuities, Mutual Funds, IRAs, Qualified Retirement..., Analysis, Business Process, Executive Management, Health Insurance, Long-term Care, Long Term Care Insurance, Roth IRA, Disability Insurance, Project Planning, Accounting, 401k Rollovers, Term Life Insurance, Whole Life, Series 7, Long Term Care Planning, Workshop Facilitation, Wealth Transfer..., Multi-Generational..., Wealth Preservation..., Succession Planning, Supplements to Employee..., Key Person Protection, Ira Rollovers
Education
The American College 2007 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 2007 — 2012
Chartered Financial Consultant
The American College 2005 — 2007
LUTCF, Life Underwriter Training Council Fellow
Life & Health classes 2005 — 2005
Kevin Fauteux Kevin Fauteux's Eagle Strategies LLC Experience February 2003 - Present
Job Financial Planning Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC February 2003 - Present
Skills
Wealth Management..., Insurance, Strategic Financial..., Wealth Management, Finance, Retirement Planning, Securities, Life Insurance, Investments
Education
Trinity College-Hartford 1998 — 2001
Bachelor of Arts (B.A.), History
Eagle Strategies, LLC February 2003 - Present
Skills
Wealth Management..., Insurance, Strategic Financial..., Wealth Management, Finance, Retirement Planning, Securities, Life Insurance, Investments
Education
Trinity College-Hartford 1998 — 2001
Bachelor of Arts (B.A.), History
Adam Persky Adam Persky's Eagle Strategies LLC Experience September 2014 - Present
Job Dedicated Financial Services Professional helping families and businesses in Eastern North Carolina for 13 years.
Industry Financial Services
Experience
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company October 2010 - Present
New York Life Insurance Company November 2011 - July 2014
New York Life Insurance Company October 2010 - November 2011
RBC Insurance November 2002 - October 2010
United States Marine Corps July 1996 - August 2000
Skills
Insurance, Leadership, Recruiting, Sales, Life Insurance, Retirement, Retirement Planning, Finance, Securities, 401k Rollovers, LUTCF, IRA Rollovers, Wealth Preservation..., Fixed Annuities, Term Life Insurance, IRAs, Financial Services, Long Term Care Insurance
Education
The American College 2003 — 2007
Life Underwriter Training Council Fellowship, Financial Planning and Services
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company October 2010 - Present
New York Life Insurance Company November 2011 - July 2014
New York Life Insurance Company October 2010 - November 2011
RBC Insurance November 2002 - October 2010
United States Marine Corps July 1996 - August 2000
Skills
Insurance, Leadership, Recruiting, Sales, Life Insurance, Retirement, Retirement Planning, Finance, Securities, 401k Rollovers, LUTCF, IRA Rollovers, Wealth Preservation..., Fixed Annuities, Term Life Insurance, IRAs, Financial Services, Long Term Care Insurance
Education
The American College 2003 — 2007
Life Underwriter Training Council Fellowship, Financial Planning and Services
Jared Simon's Eagle Strategies LLC Experience September 2014 - December 2014
Job Finance Intern at NBCUniversal, Inc.
Industry Accounting
Experience
NBCUniversal, Inc. June 2015 - Present
Eagle Strategies, LLC September 2014 - December 2014
JCC of the Greater Palm Beaches June 2012 - August 2012
Capitol Financial Partners May 2012 - June 2012
Publix Supermarket November 2009 - March 2011
Skills
Cashiering, Time Management, Data Entry, Cash Handling Experience, Telephone Skills, Teamwork, PowerPoint, Critical Thinking, Microsoft Word, Facebook, Microsoft Excel, QuickBooks, Access, Phone Etiquette, Retail Sales, Outlook, Customer Service, Team-oriented, Microsoft Office, Inventory Management
Education
University of Central Florida 2011 — 2015
Bachelor’s Degree, Accounting
NBCUniversal, Inc. June 2015 - Present
Eagle Strategies, LLC September 2014 - December 2014
JCC of the Greater Palm Beaches June 2012 - August 2012
Capitol Financial Partners May 2012 - June 2012
Publix Supermarket November 2009 - March 2011
Skills
Cashiering, Time Management, Data Entry, Cash Handling Experience, Telephone Skills, Teamwork, PowerPoint, Critical Thinking, Microsoft Word, Facebook, Microsoft Excel, QuickBooks, Access, Phone Etiquette, Retail Sales, Outlook, Customer Service, Team-oriented, Microsoft Office, Inventory Management
Education
University of Central Florida 2011 — 2015
Bachelor’s Degree, Accounting
Blayne Gale Blayne Gale's Eagle Strategies LLC Experience July 2003 - Present
Job New York Life Agent, active member of the Northern Nevada area, blessed father of 2, grandfather of 3 & loving husband
Industry Financial Services
Experience
Eagle Strategies, LLC July 2003 - Present
Mutual of Omaha June 1995 - June 2003
G & H Kitchen Remodeling October 1989 - June 1993
US Navy April 1985 - May 1988
Skills
Small Business, Protection..., Key Person Protection, Insurance, Retirement Planning, Investments, 401(k) Rollovers, CLU, Annuity Sales, Succession Planning, Disability Insurance, Financial Services, Fixed Annuities, Life Insurance, Term Life Insurance, Securities, Retirement, Long-term Care, IRAs, Estate Planning, Financial Planning, Protection Planning
Education
The American College 1995 — 2011
Chartered Life Underwriter, Financial Planning and Services
The American College 1999 — 2006
Chartered Financial Consultant ChFC, Financial Planning and Services
The American College 2001 — 2003
Life Underwriting Council Fellow LUTCF, Accounting and Finance
Eagle Strategies, LLC July 2003 - Present
Mutual of Omaha June 1995 - June 2003
G & H Kitchen Remodeling October 1989 - June 1993
US Navy April 1985 - May 1988
Skills
Small Business, Protection..., Key Person Protection, Insurance, Retirement Planning, Investments, 401(k) Rollovers, CLU, Annuity Sales, Succession Planning, Disability Insurance, Financial Services, Fixed Annuities, Life Insurance, Term Life Insurance, Securities, Retirement, Long-term Care, IRAs, Estate Planning, Financial Planning, Protection Planning
Education
The American College 1995 — 2011
Chartered Life Underwriter, Financial Planning and Services
The American College 1999 — 2006
Chartered Financial Consultant ChFC, Financial Planning and Services
The American College 2001 — 2003
Life Underwriting Council Fellow LUTCF, Accounting and Finance
Patricia Lai Patricia Lai's Eagle Strategies LLC Experience February 2013 - Present
Job Hiring Manager at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC February 2013 - Present
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Eagle Strategies, LLC February 2013 - Present
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Chad Tucker Chad Tucker's Eagle Strategies LLC Experience February 2012 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2012 - Present
Eagle Strategies, LLC February 2012 - Present
New York Life Insurance Company December 2011 - Present
Glass Financial September 2009 - December 2011
Charles A. Tucker, P.C. January 2003 - December 2011
Bridgestone Sports January 2002 - August 2002
International Golf August 1989 - December 2001
Skills
Insurance, Retirement, Retirement Planning, Investments, Estate Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-Generational..., Small Business, Succession Planning, Wealth Preservation..., Thought Leadership
Education
University of Oklahoma 1988 — 1993
BBA, Finance
NYLIFE Securities LLC January 2012 - Present
Eagle Strategies, LLC February 2012 - Present
New York Life Insurance Company December 2011 - Present
Glass Financial September 2009 - December 2011
Charles A. Tucker, P.C. January 2003 - December 2011
Bridgestone Sports January 2002 - August 2002
International Golf August 1989 - December 2001
Skills
Insurance, Retirement, Retirement Planning, Investments, Estate Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-Generational..., Small Business, Succession Planning, Wealth Preservation..., Thought Leadership
Education
University of Oklahoma 1988 — 1993
BBA, Finance
Ryan Sheppard, ChFC® Ryan Sheppard, ChFC®'s Eagle Strategies LLC Experience May 2007 - November 2009
Job Partner & Financial Advisor
Industry Financial Services
Experience
Capstone Wealth Partners December 2009 - Present
Eagle Strategies, LLC May 2007 - November 2009
AXA Advisors October 2004 - March 2007
Skills
Registered Investment..., Fiduciary, Portfolio Management, Money Management, Investment Management, Asset Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Financial Planning, Retirement Planning, Retirement Savings, Monte Carlo Simulation, College Education...
Education
The American College 2007 — 2013
ChFC, CFP, Advanced Financial Planning
The Ohio State University 1999 — 2003
B.S., Economics
Capstone Wealth Partners December 2009 - Present
Eagle Strategies, LLC May 2007 - November 2009
AXA Advisors October 2004 - March 2007
Skills
Registered Investment..., Fiduciary, Portfolio Management, Money Management, Investment Management, Asset Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Financial Planning, Retirement Planning, Retirement Savings, Monte Carlo Simulation, College Education...
Education
The American College 2007 — 2013
ChFC, CFP, Advanced Financial Planning
The Ohio State University 1999 — 2003
B.S., Economics
Michael Frake, CLF, LUTCF's Eagle Strategies LLC Experience December 2004 - June 2006
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2006 - Present
Eagle Strategies, LLC December 2004 - June 2006
NYLIFE Securities LLC February 2002 - June 2006
New York Life Insurance Company December 2001 - June 2006
Skills
Financial Recruiting, Interviewing, Time Management, Multi-Tasking Skills, Training, Communication, Thought Leadership
Education
The American College 2012 — 2012
Chartered Leadership Fellow (CLF)
The American College 2002 — 2004
Life Underwriter Training Council Fellow (LUTCF)
University of Delaware 1996 — 2001
Bachelor of Science, Hotel, Restaurant and Institutional Management
Christian Brothers Academy 1992 — 1996
High School Diploma
New York Life Insurance Company June 2006 - Present
Eagle Strategies, LLC December 2004 - June 2006
NYLIFE Securities LLC February 2002 - June 2006
New York Life Insurance Company December 2001 - June 2006
Skills
Financial Recruiting, Interviewing, Time Management, Multi-Tasking Skills, Training, Communication, Thought Leadership
Education
The American College 2012 — 2012
Chartered Leadership Fellow (CLF)
The American College 2002 — 2004
Life Underwriter Training Council Fellow (LUTCF)
University of Delaware 1996 — 2001
Bachelor of Science, Hotel, Restaurant and Institutional Management
Christian Brothers Academy 1992 — 1996
High School Diploma
Ashish Tomar, ChFC, CASL's Eagle Strategies LLC Experience May 2006 - Present
Job Financial Adviser at Tomar & Associates
Industry Financial Services
Experience
Tomar & Associates April 2013 - Present
Eagle Strategies LLC May 2006 - Present
NYLIFE Securities LLC May 2006 - Present
New York Life Insurance Company May 2006 - Present
Minnesota Life Insurance Company July 2003 - April 2006
Skills
Risk Management, Investments, Retirement Planning, Lifetime Income..., Retirement, Wealth Preservation..., Estate Planning, Multi-Generational..., IRA Rollovers, Legacy Planning, Asset Protection, Thought Leadership, Wealth Transfer..., Succession Planning, Gifting Strategies, Business Exit Strategy, Buy-sell Agreements, Long Term Care Insurance, IRAs, Insurance
Education
The American College 2011 — 2012
Chartered Advisor for Senior Living
The American College 2009 — 2011
Chartered Financial Consultant
University of Aberdeen 2001 — 2003
Mechanical Engineering
University of Pune 1996 — 2000
Bachelors Degree in Mechanical Engineering
Naval Public School
Tomar & Associates April 2013 - Present
Eagle Strategies LLC May 2006 - Present
NYLIFE Securities LLC May 2006 - Present
New York Life Insurance Company May 2006 - Present
Minnesota Life Insurance Company July 2003 - April 2006
Skills
Risk Management, Investments, Retirement Planning, Lifetime Income..., Retirement, Wealth Preservation..., Estate Planning, Multi-Generational..., IRA Rollovers, Legacy Planning, Asset Protection, Thought Leadership, Wealth Transfer..., Succession Planning, Gifting Strategies, Business Exit Strategy, Buy-sell Agreements, Long Term Care Insurance, IRAs, Insurance
Education
The American College 2011 — 2012
Chartered Advisor for Senior Living
The American College 2009 — 2011
Chartered Financial Consultant
University of Aberdeen 2001 — 2003
Mechanical Engineering
University of Pune 1996 — 2000
Bachelors Degree in Mechanical Engineering
Naval Public School
Michael C. Edwards CLU LUTCF Michael C. Edwards CLU LUTCF's Eagle Strategies LLC Experience February 1996 - Present
Job Financial Adviser at Eagle Strategies LLC, dedicated to helping families and business owners for 19 years.
Industry Insurance
Experience
Eagle Strategies, LLC February 1996 - Present
M.C.Edwards and Associates January 1989 - Present
Skills
Estate Planning, Retirement Planning, Business Planning, Investment Strategies, Life Insurance Planning, Life Insurance, Small Business, Financial Analysis, Employee Benefits, Strategic Financial..., Wealth Management, Retirement, Fixed Annuities, Financial Advisory, Mutual Funds, 401k, Financial Planners, Long Term Care Insurance, IRAs, Long-term Care, Term Life Insurance, Disability Insurance, Securities, Series 6, Series 63, Insurance, Financial Planning, Investments, Finance, Strategic Planning, Financial Services, Wealth, Investment Advisory
Education
University of Albuquerque 1974 — 1976
BS, English
The American College
CLU and LUTCF, Insurance and Financial Planning
Eagle Strategies, LLC February 1996 - Present
M.C.Edwards and Associates January 1989 - Present
Skills
Estate Planning, Retirement Planning, Business Planning, Investment Strategies, Life Insurance Planning, Life Insurance, Small Business, Financial Analysis, Employee Benefits, Strategic Financial..., Wealth Management, Retirement, Fixed Annuities, Financial Advisory, Mutual Funds, 401k, Financial Planners, Long Term Care Insurance, IRAs, Long-term Care, Term Life Insurance, Disability Insurance, Securities, Series 6, Series 63, Insurance, Financial Planning, Investments, Finance, Strategic Planning, Financial Services, Wealth, Investment Advisory
Education
University of Albuquerque 1974 — 1976
BS, English
The American College
CLU and LUTCF, Insurance and Financial Planning
Joe Lan Hong, CLU, CHFC,CASL, CLTC, LUTCF Joe Lan Hong, CLU, CHFC,CASL, CLTC, LUTCF's Eagle Strategies LLC Experience December 1995 - Present
Job Dedicated Financial Adviser with Eagle Stategies LLC. since 1995
Industry Financial Services
Experience
Eagle Strategies LLC December 1995 - Present
New York Life Insurance Company December 1995 - Present
Nylife Securities LLC. December 1995 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Asset Protection, Annuity Sales, CLU ( Chartered Life..., Gifting Strategies, Key Person Protection, Legacies, 401k Rollovers, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Strategic Financial..., Long Term Care Insurance, Life Insurance, 401k, Financial Planning
Education
The American College 1996 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living
Lasan Taberd
Eagle Strategies LLC December 1995 - Present
New York Life Insurance Company December 1995 - Present
Nylife Securities LLC. December 1995 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Asset Protection, Annuity Sales, CLU ( Chartered Life..., Gifting Strategies, Key Person Protection, Legacies, 401k Rollovers, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Strategic Financial..., Long Term Care Insurance, Life Insurance, 401k, Financial Planning
Education
The American College 1996 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living
Lasan Taberd
Dan St. Jean Dan St. Jean's Eagle Strategies LLC Experience December 2000 - Present
Job Financial Adviser
Industry Financial Services
Experience
Eagle Strategies LLC December 2000 - Present
Skills
Wealth Management..., IRAs, 401k, Retirement, Cash Balance Plans, Financial Advisory, Wealth Accumulation, Investment Advisory, Strategic Financial..., Pensions, Fixed Annuities, Investments, Long-term Care, Insurance, Investment Strategies, Wealth, Asset Allocation, 401k Rollovers
Education
University of Massachusetts Lowell 1980 — 1984
Business, Accounting, Computer Science
Eagle Strategies LLC December 2000 - Present
Skills
Wealth Management..., IRAs, 401k, Retirement, Cash Balance Plans, Financial Advisory, Wealth Accumulation, Investment Advisory, Strategic Financial..., Pensions, Fixed Annuities, Investments, Long-term Care, Insurance, Investment Strategies, Wealth, Asset Allocation, 401k Rollovers
Education
University of Massachusetts Lowell 1980 — 1984
Business, Accounting, Computer Science
John Gust, LUTCF, CLTC John Gust, LUTCF, CLTC's Eagle Strategies LLC Experience January 2011 - Present
Job Financial Adviser
Industry Financial Services
Experience
Eagle Strategies LLC January 2011 - Present
New York Life July 2008 - Present
Ust Trading May 1988 - December 2009
Skills
Strategic Financial..., Insurance, Finance, Investments, Retirement, Management, Securities, Financial Advisory, Long Term Care Insurance, Fixed Annuities, Risk Management, Wealth Management, Strategic Planning, Asset Management, Portfolio Management, Negotiation, Life Insurance, IRAs, Mutual Funds, Asset Allocation, Financial Services, Budgets, Analysis, Estate Planning, Disability Insurance, New Business Development, Business Planning
Education
University of Iowa 1985 — 1988
BBA, Marketing/Finance
Maine South
Maine South
Maine South
Eagle Strategies LLC January 2011 - Present
New York Life July 2008 - Present
Ust Trading May 1988 - December 2009
Skills
Strategic Financial..., Insurance, Finance, Investments, Retirement, Management, Securities, Financial Advisory, Long Term Care Insurance, Fixed Annuities, Risk Management, Wealth Management, Strategic Planning, Asset Management, Portfolio Management, Negotiation, Life Insurance, IRAs, Mutual Funds, Asset Allocation, Financial Services, Budgets, Analysis, Estate Planning, Disability Insurance, New Business Development, Business Planning
Education
University of Iowa 1985 — 1988
BBA, Marketing/Finance
Maine South
Maine South
Maine South
Jeremy Casupanan Jeremy Casupanan's Eagle Strategies LLC Experience April 2011 - June 2013
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments June 2013 - December 2014
Eagle Strategies, LLC April 2011 - June 2013
The Elite Financial Network, Inc. February 2008 - April 2011
Skills
Investments, Retirement Planning, 401k Rollovers, Estate Planning, Insurance
Education
University of California, Irvine 1998 — 2002
Bachelor of Arts (B.A.), Economics
Università per Stranieri di Siena 2002 — 2002
Italian Language and Culture
Fidelity Investments December 2014 - Present
Fidelity Investments June 2013 - December 2014
Eagle Strategies, LLC April 2011 - June 2013
The Elite Financial Network, Inc. February 2008 - April 2011
Skills
Investments, Retirement Planning, 401k Rollovers, Estate Planning, Insurance
Education
University of California, Irvine 1998 — 2002
Bachelor of Arts (B.A.), Economics
Università per Stranieri di Siena 2002 — 2002
Italian Language and Culture
Leila Dudley Leila Dudley's Eagle Strategies LLC Experience May 2014 - Present
Job Owner and Financial Advisor, Mosaic Wealth Strategies, LLC
Industry Financial Services
Experience
Mosaic Wealth Strategies, LLC October 2014 - Present
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company January 2011 - Present
Hudson Financial Group January 2011 - October 2014
NYLIFE Securities LLC July 2011 - September 2014
Skills
Strategic Planning, Public Speaking
Education
The University of Georgia
Bachelor's Degree, Psychology
University of South Carolina-Columbia
Master's Degree, Social Work
Mosaic Wealth Strategies, LLC October 2014 - Present
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company January 2011 - Present
Hudson Financial Group January 2011 - October 2014
NYLIFE Securities LLC July 2011 - September 2014
Skills
Strategic Planning, Public Speaking
Education
The University of Georgia
Bachelor's Degree, Psychology
University of South Carolina-Columbia
Master's Degree, Social Work
Michael Dwyer Michael Dwyer's Eagle Strategies LLC Experience October 2012 - September 2014
Job New York Life Insurance Company Sales Development Manager
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
Eagle Strategies, LLC October 2012 - September 2014
New York Life Insurance Company December 2008 - September 2014
Skills
Retirement Planning, Estate Planning, Life Insurance, Investments, Insurance, Investment Strategies, Securities, Fixed Annuities, Series 7, 401k Rollovers, Retirement, Mutual Funds, 401k, IRAs, Long Term Care Insurance, Financial Services, Small Business, Series 63, Series 65, Series 24, Licensed Life & Health..., Long-term Care, Disability Insurance, Term Life Insurance, Whole Life, Health Insurance, Pensions, Relationship Management, Variable Annuities, Roth IRA, Asset Allocation, Retirement Savings
Education
The American College
ChFC (in-progress), Chartered Financial Consultant (ChFC) in progress
University at Albany 2007 — 2008
MS, Management
University at Albany 2006 — 2007
MA, Economics
University at Albany 2002 — 2006
BA, Economics, Communications
New York Life Insurance Company September 2014 - Present
Eagle Strategies, LLC October 2012 - September 2014
New York Life Insurance Company December 2008 - September 2014
Skills
Retirement Planning, Estate Planning, Life Insurance, Investments, Insurance, Investment Strategies, Securities, Fixed Annuities, Series 7, 401k Rollovers, Retirement, Mutual Funds, 401k, IRAs, Long Term Care Insurance, Financial Services, Small Business, Series 63, Series 65, Series 24, Licensed Life & Health..., Long-term Care, Disability Insurance, Term Life Insurance, Whole Life, Health Insurance, Pensions, Relationship Management, Variable Annuities, Roth IRA, Asset Allocation, Retirement Savings
Education
The American College
ChFC (in-progress), Chartered Financial Consultant (ChFC) in progress
University at Albany 2007 — 2008
MS, Management
University at Albany 2006 — 2007
MA, Economics
University at Albany 2002 — 2006
BA, Economics, Communications
Erik Brown, CFP®'s Eagle Strategies LLC Experience January 2014 - Present
Job Dedicated Financial Adviser, active member of the central Ohio community, blessed father and loving husband
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
NYLIFE Securities LLC January 2009 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Insurance, Retirement, Estate Planning, Wealth Preservation..., Protection..., Multi-generational..., Annuity Sales, Licensed Life Insurance..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Legacies, Multi-Generational..., Thought Leadership, Licensed in Long-Term..., IRA Rollovers, Account Management, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Relations, Customer Retention, Education Funding..., Investments, LGBT Planning, Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement Planning, Small Business, Supplements to Employee..., Term Life Insurance, Finance, Key Person Protection, Fixed Annuities, Multi-general planning, Multi-general wealth...
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BA, Finance
Wellsville High School 2000 — 2004
New York Life Insurance Company January 2009 - Present
NYLIFE Securities LLC January 2009 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Insurance, Retirement, Estate Planning, Wealth Preservation..., Protection..., Multi-generational..., Annuity Sales, Licensed Life Insurance..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Legacies, Multi-Generational..., Thought Leadership, Licensed in Long-Term..., IRA Rollovers, Account Management, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Relations, Customer Retention, Education Funding..., Investments, LGBT Planning, Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement Planning, Small Business, Supplements to Employee..., Term Life Insurance, Finance, Key Person Protection, Fixed Annuities, Multi-general planning, Multi-general wealth...
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BA, Finance
Wellsville High School 2000 — 2004
Sharon Welch-Blair, CLU, ChFC Sharon Welch-Blair, CLU, ChFC's Eagle Strategies LLC Experience January 1987 - Present
Job CEO at Empire Financial Architects helping individuals, families and businesses create and manage wealth.
Industry Financial Services
Experience
Empire Financial Architects January 2000 - Present
New York Life Insurance Company January 1987 - Present
NYLIFE Securities LLC January 1987 - Present
Eagle Strategies, LLC January 1987 - Present
The Empress of Little Rock January 1993 - Present
Skills
Financial Analysis, Asset Protection, Insurance, Guaranteed Lifetime..., Budgets, Marketing Strategy, Account Management, Public Speaking, Event Management, Public Relations, Hospitality, Tourism, Small Business, Social Media Marketing
Education
University of Arkansas at Little Rock 1988 — 1993
undergrad, Liberal Arts
Empire Financial Architects January 2000 - Present
New York Life Insurance Company January 1987 - Present
NYLIFE Securities LLC January 1987 - Present
Eagle Strategies, LLC January 1987 - Present
The Empress of Little Rock January 1993 - Present
Skills
Financial Analysis, Asset Protection, Insurance, Guaranteed Lifetime..., Budgets, Marketing Strategy, Account Management, Public Speaking, Event Management, Public Relations, Hospitality, Tourism, Small Business, Social Media Marketing
Education
University of Arkansas at Little Rock 1988 — 1993
undergrad, Liberal Arts
Braden Howell Braden Howell's Eagle Strategies LLC Experience July 2014 - Present
Job Our Mission, Our Vision, Our Calling, Is Serving You.
Industry Financial Services
Experience
Bethel Financial Group, LLC August 2015 - Present
Eagle Strategies LLC July 2014 - Present
New York Life Insurance Company August 2006 - Present
NYLIFE Securities LLC August 2006 - Present
Skills
Retirement Planning, Estate Planning, Life Insurance, Retirement, Fixed Annuities, Term Life Insurance, Investments, Insurance, Long Term Care Insurance, Long-term Care, Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Income Protection, Wealth Accumulation, Small Business, Long Term Care, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Protection..., Succession Planning, Retirement Income..., 401(k) Rollovers, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Education Funding..., IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Personal Finance, Problem Solving, Public Speaking, Wealth Transfer..., Workshop Facilitation, Key Person Insurance
Education
Texas Christian University 1999 — 2004
Bachelor of Science, Journalism
Greenhill School 1986 — 1999
Bethel Financial Group, LLC August 2015 - Present
Eagle Strategies LLC July 2014 - Present
New York Life Insurance Company August 2006 - Present
NYLIFE Securities LLC August 2006 - Present
Skills
Retirement Planning, Estate Planning, Life Insurance, Retirement, Fixed Annuities, Term Life Insurance, Investments, Insurance, Long Term Care Insurance, Long-term Care, Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Income Protection, Wealth Accumulation, Small Business, Long Term Care, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Protection..., Succession Planning, Retirement Income..., 401(k) Rollovers, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Education Funding..., IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Personal Finance, Problem Solving, Public Speaking, Wealth Transfer..., Workshop Facilitation, Key Person Insurance
Education
Texas Christian University 1999 — 2004
Bachelor of Science, Journalism
Greenhill School 1986 — 1999
Bruce Yu Chen CLTC's Eagle Strategies LLC Experience October 2012 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC October 2012 - Present
New York Life Insurance Company July 2012 - Present
University of California, San Diego December 2008 - July 2012
University of California, San Diego June 2010 - April 2011
Farmers Insurance August 2008 - September 2010
Skills
Insurance, Securities, Estate Planning, 401k Rollovers, Investments, Long-term Care, Mutual Funds, Retirement, Wealth Preservation..., Licensed Life Insurance..., Protection..., Finance, Key Person Protection, Financial Services, Annuity Sales, Legacies, Multi-generational..., Gifting Strategies, Multi-generational..., Social Skills, Charismatic Leadership, Life Coaching
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), International/Global Studies - Econ/Poli Sci
Beijing Language and Cultural University
Chinese - Mandarin
Eagle Strategies, LLC October 2012 - Present
New York Life Insurance Company July 2012 - Present
University of California, San Diego December 2008 - July 2012
University of California, San Diego June 2010 - April 2011
Farmers Insurance August 2008 - September 2010
Skills
Insurance, Securities, Estate Planning, 401k Rollovers, Investments, Long-term Care, Mutual Funds, Retirement, Wealth Preservation..., Licensed Life Insurance..., Protection..., Finance, Key Person Protection, Financial Services, Annuity Sales, Legacies, Multi-generational..., Gifting Strategies, Multi-generational..., Social Skills, Charismatic Leadership, Life Coaching
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), International/Global Studies - Econ/Poli Sci
Beijing Language and Cultural University
Chinese - Mandarin
Liam Connor Liam Connor's Eagle Strategies LLC Experience June 2013 - August 2013
Job Internal Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2015 - Present
New York Life & MainStay Investments June 2014 - Present
Eagle Strategies, LLC June 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Teamwork, Leadership, Time Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Public Speaking, Sales, Investments, Social Networking
Education
University of Scranton 2010 — 2014
Bachelor of Science (B.S.), Finance
New York Life & MainStay Investments May 2015 - Present
New York Life & MainStay Investments June 2014 - Present
Eagle Strategies, LLC June 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Teamwork, Leadership, Time Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Public Speaking, Sales, Investments, Social Networking
Education
University of Scranton 2010 — 2014
Bachelor of Science (B.S.), Finance
Jerome (Jerry) Timmermann, CLU®,ChFC®,AEP®,CAP®, CASL®'s Eagle Strategies LLC Experience March 1980 - Present
Job Owner/President at The Timmermann Group
Industry Financial Services
Experience
The Timmermann Group June 1981 - Present
The Nautilus Group® January 1981 - Present
Eagle Strategies LLC March 1980 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Gifting Strategies, Licensed Life Insurance..., Retirement Planning, ChFC, CAP, Wealth Preservation..., Small Business, Retirement, Multi-generational..., Multi-generational..., Key Person Protection, Insurance, Wealth
Education
The American College 2011 — 2013
CAP Designation
The American College 2009 — 2011
AEP Designation
The American College 2006 — 2009
ChFC Designation
The American College 2000 — 2006
CLU Designation
Southwestern Illinois College 1975 — 1979
Associate's Degree, Business
The Timmermann Group June 1981 - Present
The Nautilus Group® January 1981 - Present
Eagle Strategies LLC March 1980 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Gifting Strategies, Licensed Life Insurance..., Retirement Planning, ChFC, CAP, Wealth Preservation..., Small Business, Retirement, Multi-generational..., Multi-generational..., Key Person Protection, Insurance, Wealth
Education
The American College 2011 — 2013
CAP Designation
The American College 2009 — 2011
AEP Designation
The American College 2006 — 2009
ChFC Designation
The American College 2000 — 2006
CLU Designation
Southwestern Illinois College 1975 — 1979
Associate's Degree, Business
Sean M. McCann's Eagle Strategies LLC Experience 2002 - Present
Job Principal, Integrated Financial Strategies, LLC
Industry Financial Services
Experience
Integrated Financial Strategies, LLC September 2007 - Present
Eagle Strategies, LLC 2002 - Present
New York Life Insurance Company 1991 - Present
Skills
Wealth Management, Strategic Financial..., Wealth, Succession Planning, Estate Planning, Retirement Planning, Life Insurance, Investments, Financial Planners, Finance, Insurance, Financial Planning, Certified Financial..., Asset Management, Retirement, Asset Managment, Estate Law
Education
The American College 2002 — 2004
MSFS, Financial Services
University of Colorado at Boulder - Leeds School of Business 1983 — 1987
BS - BA, Finance and Marketing
Integrated Financial Strategies, LLC September 2007 - Present
Eagle Strategies, LLC 2002 - Present
New York Life Insurance Company 1991 - Present
Skills
Wealth Management, Strategic Financial..., Wealth, Succession Planning, Estate Planning, Retirement Planning, Life Insurance, Investments, Financial Planners, Finance, Insurance, Financial Planning, Certified Financial..., Asset Management, Retirement, Asset Managment, Estate Law
Education
The American College 2002 — 2004
MSFS, Financial Services
University of Colorado at Boulder - Leeds School of Business 1983 — 1987
BS - BA, Finance and Marketing
Jason Hooz's Eagle Strategies LLC Experience September 1979 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC September 1979 - Present
Skills
Retirement, Retirement Planning, Protection..., Wealth Preservation..., Asset Protection, Estate Planning, Licensed Life Insurance..., Wealth Management..., Insurance, Securities, Program Management, Fixed Annuities, Tax, Term Life Insurance, Finance, Strategic Financial..., Leadership, Life Insurance, Customer Service
Education
University of New Hampshire - Whittemore School of Business and Economics 1973 — 1977
Hotel, Motel, and Restaurant Management
Eagle Strategies LLC September 1979 - Present
Skills
Retirement, Retirement Planning, Protection..., Wealth Preservation..., Asset Protection, Estate Planning, Licensed Life Insurance..., Wealth Management..., Insurance, Securities, Program Management, Fixed Annuities, Tax, Term Life Insurance, Finance, Strategic Financial..., Leadership, Life Insurance, Customer Service
Education
University of New Hampshire - Whittemore School of Business and Economics 1973 — 1977
Hotel, Motel, and Restaurant Management
Sarah Mosley Sarah Mosley's Eagle Strategies LLC Experience November 2013 - Present
Job Partner at Mosley Financial Group
Industry Financial Services
Experience
Mosley Financial Group October 2012 - Present
Eagle Strategies, LLC November 2013 - Present
NYLIFE Securities, LLC October 2012 - Present
New York Life Insurance Company January 2012 - Present
Maine Healthy Beaches Program June 2006 - December 2011
New York Life Insurance Company June 1998 - December 2011
Roffer's Ocean Fishing Forecasting Services September 2004 - March 2006
Skills
Retirement Planning, Financial Services, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Protection..., Disability Insurance, Environmental Issues, Environmental Education, Volunteer Coordination, Volunteer Training
Education
University of Miami 2000 — 2004
Bachelor of Arts (B.A.), Marine Science Affairs
University of Southern Maine 2008 — 2010
Graduate Certificate, Geographic Information Science and Cartography
Mosley Financial Group October 2012 - Present
Eagle Strategies, LLC November 2013 - Present
NYLIFE Securities, LLC October 2012 - Present
New York Life Insurance Company January 2012 - Present
Maine Healthy Beaches Program June 2006 - December 2011
New York Life Insurance Company June 1998 - December 2011
Roffer's Ocean Fishing Forecasting Services September 2004 - March 2006
Skills
Retirement Planning, Financial Services, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Protection..., Disability Insurance, Environmental Issues, Environmental Education, Volunteer Coordination, Volunteer Training
Education
University of Miami 2000 — 2004
Bachelor of Arts (B.A.), Marine Science Affairs
University of Southern Maine 2008 — 2010
Graduate Certificate, Geographic Information Science and Cartography
Brett Tjader Brett Tjader's Eagle Strategies LLC Experience December 2012 - January 2014
Job Product Manager at Magnaflow
Industry Automotive
Experience
MagnaFlow August 2015 - Present
SmartStop Self Storage July 2014 - August 2015
The Orange County Conservation Corps September 2013 - February 2014
Eagle Strategies, LLC December 2012 - January 2014
Boy Scouts of America July 2006 - July 2009
Skills
Retirement, Retirement Planning, Strategic Financial..., Investments, Wealth Management, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Insurance, Data Analysis, Microsoft Office
Education
University of California, Irvine 2009 — 2014
B.A. Business Economics, B.A. Psychology & Social Behavior
MagnaFlow August 2015 - Present
SmartStop Self Storage July 2014 - August 2015
The Orange County Conservation Corps September 2013 - February 2014
Eagle Strategies, LLC December 2012 - January 2014
Boy Scouts of America July 2006 - July 2009
Skills
Retirement, Retirement Planning, Strategic Financial..., Investments, Wealth Management, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Insurance, Data Analysis, Microsoft Office
Education
University of California, Irvine 2009 — 2014
B.A. Business Economics, B.A. Psychology & Social Behavior
Dan Kunhardt's Eagle Strategies LLC Experience March 2000 - Present
Job Financial Adviser at Kunhardt Financial & Insurance Strategies
Industry Financial Services
Experience
New York Life November 1985 - Present
Kunhardt Financial & Insurance Strategies March 1986 - Present
Eagle Strategies LLC March 2000 - Present
Kunhardt Financial & Insurance Strategies November 1996 - Present
Skills
Insurance, Retirement Planning, Investments, CLU, ChFC, Long Term Care, 401(k) Rollovers, Estate Planning, Wealth Preservation..., Key Person Protection, Succession Planning, Employee Benefits
Education
Springfield College 1977 — 1979
BS, Rehab Services
Wilbraham Monson Academy 1968 — 1972
HS
The University of Connecticut
MSW, Social Work
New York Life November 1985 - Present
Kunhardt Financial & Insurance Strategies March 1986 - Present
Eagle Strategies LLC March 2000 - Present
Kunhardt Financial & Insurance Strategies November 1996 - Present
Skills
Insurance, Retirement Planning, Investments, CLU, ChFC, Long Term Care, 401(k) Rollovers, Estate Planning, Wealth Preservation..., Key Person Protection, Succession Planning, Employee Benefits
Education
Springfield College 1977 — 1979
BS, Rehab Services
Wilbraham Monson Academy 1968 — 1972
HS
The University of Connecticut
MSW, Social Work
Lisa Myers Lisa Myers's Eagle Strategies LLC Experience December 2012 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC December 2012 - Present
NYLIFE Securities LLC January 2012 - Present
Palo Alto Networks September 2006 - February 2011
Cross Fit San Jose, LLC February 2007 - June 2010
Brocade Communications 1997 - 2006
HP 1985 - 1997
Skills
Start-ups, Professional Services, Management, Leadership, Solution Selling, Multi Tasking
Education
NYU School of Continuing & Professional Studies 2011 — 2011
Executive CFP® Certification Education Program
University of Bridgeport 1983 — 1985
BS in MIS, Computers and Business
St. John Fisher College 1980 — 1983
Computers and Business
Brighton High School
Eagle Strategies, LLC December 2012 - Present
NYLIFE Securities LLC January 2012 - Present
Palo Alto Networks September 2006 - February 2011
Cross Fit San Jose, LLC February 2007 - June 2010
Brocade Communications 1997 - 2006
HP 1985 - 1997
Skills
Start-ups, Professional Services, Management, Leadership, Solution Selling, Multi Tasking
Education
NYU School of Continuing & Professional Studies 2011 — 2011
Executive CFP® Certification Education Program
University of Bridgeport 1983 — 1985
BS in MIS, Computers and Business
St. John Fisher College 1980 — 1983
Computers and Business
Brighton High School
Luis I. Torres Luis I. Torres's Eagle Strategies LLC Experience March 2002 - Present
Job President at Liferetire
Industry Financial Services
Experience
LIFERETIRE, Insurance, Reteriment, Planning October 2010 - Present
Eagle Strategies, LLC March 2002 - Present
Skills
Retirement Planning, Financial Planning, Financial Advisory, Investments, Strategic Financial..., Financial Analysis, Finance, Asset Management, Business Planning, Portfolio Management, Insurance, Fixed Annuities, Wealth Management, Negotiation, Strategic Planning, Mergers & Acquisitions, Management, Risk Management, Asset Managment, IRAs, Wealth Accumulation
Education
The American College 2004 — 2009
Charted Life Underwriter, Charted Financial Consultant
Universidad Catolica Andres Bello 1969 — 1974
Economist
LIFERETIRE, Insurance, Reteriment, Planning October 2010 - Present
Eagle Strategies, LLC March 2002 - Present
Skills
Retirement Planning, Financial Planning, Financial Advisory, Investments, Strategic Financial..., Financial Analysis, Finance, Asset Management, Business Planning, Portfolio Management, Insurance, Fixed Annuities, Wealth Management, Negotiation, Strategic Planning, Mergers & Acquisitions, Management, Risk Management, Asset Managment, IRAs, Wealth Accumulation
Education
The American College 2004 — 2009
Charted Life Underwriter, Charted Financial Consultant
Universidad Catolica Andres Bello 1969 — 1974
Economist
Christie Mueller's Eagle Strategies LLC Experience October 1985 - October 1985
Job Financial Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Mueller and Associates February 1985 - Present
New York Life Insurance Company 1985 - Present
Eagle Strategies, LLC October 1985 - October 1985
KIRO TV 1982 - 1983
KOIN-TV 1980 - 1982
KBCI-TV January 1978 - January 1980
Skills
Retirement, Insurance, Retirement Planning, Estate Planning, Life Insurance, IRA Rollovers, Investments, Wealth Preservation..., Annuity sales, Licensed in Long-term..., Strategic Planning, Program Management, Business, Portfolio Management, Team Building, Risk Management, Disability Insurance, Small Business
Education
University of California, Santa Barbara 1969 — 1973
English, English Lit, Spanish
Mueller and Associates February 1985 - Present
New York Life Insurance Company 1985 - Present
Eagle Strategies, LLC October 1985 - October 1985
KIRO TV 1982 - 1983
KOIN-TV 1980 - 1982
KBCI-TV January 1978 - January 1980
Skills
Retirement, Insurance, Retirement Planning, Estate Planning, Life Insurance, IRA Rollovers, Investments, Wealth Preservation..., Annuity sales, Licensed in Long-term..., Strategic Planning, Program Management, Business, Portfolio Management, Team Building, Risk Management, Disability Insurance, Small Business
Education
University of California, Santa Barbara 1969 — 1973
English, English Lit, Spanish
Mitchell Owen, CLU®, CFP® Mitchell Owen, CLU®, CFP®'s Eagle Strategies LLC Experience September 2001 - Present
Job Passionate Financial Advisor helping familes, business owners and executives clarify and realize their financial goals.
Industry Financial Services
Experience
Owen Wealth & Retirement Strategies July 2011 - Present
Eagle Strategies LLC September 2001 - Present
NYLIFE Securities LLC August 1999 - Present
New York Life Insurance Company June 1999 - Present
Eagle Productions August 1987 - July 1999
Stages of Design February 1996 - March 1998
Orange and Rockland Utilities September 1983 - July 1987
Skills
Retirement, Retirement Planning, CLU, 401(k) Rollovers, Key Person Protection, Small Business, Estate Planning, Wealth Preservation..., Multi-generational..., Annuity Sales, Asset Protection, Gifting Strategies
Education
Certified Financial Planners Board of Standards 1999 — 2004
CFP®, Certified Financial Planner
The American College 1999 — 2002
CLU, Charter Life Underwriter
Syracuse University 1976 — 1980
BS, Television Radio Communications, History
Monroe-Woodbury High School 1972 — 1976
Diploma, All
Owen Wealth & Retirement Strategies July 2011 - Present
Eagle Strategies LLC September 2001 - Present
NYLIFE Securities LLC August 1999 - Present
New York Life Insurance Company June 1999 - Present
Eagle Productions August 1987 - July 1999
Stages of Design February 1996 - March 1998
Orange and Rockland Utilities September 1983 - July 1987
Skills
Retirement, Retirement Planning, CLU, 401(k) Rollovers, Key Person Protection, Small Business, Estate Planning, Wealth Preservation..., Multi-generational..., Annuity Sales, Asset Protection, Gifting Strategies
Education
Certified Financial Planners Board of Standards 1999 — 2004
CFP®, Certified Financial Planner
The American College 1999 — 2002
CLU, Charter Life Underwriter
Syracuse University 1976 — 1980
BS, Television Radio Communications, History
Monroe-Woodbury High School 1972 — 1976
Diploma, All
Bill O'Donnell, CFP ®'s Eagle Strategies LLC Experience March 2003 - Present
Job
Industry Financial Services
Experience
Eagle Strategies, LLC March 2003 - Present
KKM, Inc. March 1995 - March 2003
Skills
Retirement, Insurance, Management, Marketing, Securities, Portfolio Management, Investments, Disability Insurance, Small Business, Leadership, Finance, Long Term Care Insurance, Financial Advisory, Strategic Planning, Retirement Planning, Strategic Financial...
Education
Tulane University 1989 — 1993
Tulane University - A.B. Freeman School of Business 1989 — 1993
Xaverian Brothers High School 1985 — 1989
Eagle Strategies, LLC March 2003 - Present
KKM, Inc. March 1995 - March 2003
Skills
Retirement, Insurance, Management, Marketing, Securities, Portfolio Management, Investments, Disability Insurance, Small Business, Leadership, Finance, Long Term Care Insurance, Financial Advisory, Strategic Planning, Retirement Planning, Strategic Financial...
Education
Tulane University 1989 — 1993
Tulane University - A.B. Freeman School of Business 1989 — 1993
Xaverian Brothers High School 1985 — 1989
Michael T. Hall, ChFC®, CASL, LTCP's Eagle Strategies LLC Experience February 2007 - Present
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies LLC February 2007 - Present
New York Life Insurance Company September 2000 - Present
NYLIFE Securities LLC September 2000 - Present
Michael T. Hall and Associates 1989 - 2000
National Life of Vermont 1984 - 1989
Skills
401k Rollovers, Retirement Planning, Estate Planning, Key Person Protection, Wealth Accumulation, Protection..., Lifetime Income..., Variable Annuities, Retirement Income..., Buy-Sell Agreements, Investments, Creative Problem Solving, Business Networking, Long Term Care Insurance
Education
The American College 1998 — 1999
Chartered Financial Consultant-ChFC ®
University of South Florida 1980 — 1984
Jesuit High School 1976 — 1980
Eagle Strategies LLC February 2007 - Present
New York Life Insurance Company September 2000 - Present
NYLIFE Securities LLC September 2000 - Present
Michael T. Hall and Associates 1989 - 2000
National Life of Vermont 1984 - 1989
Skills
401k Rollovers, Retirement Planning, Estate Planning, Key Person Protection, Wealth Accumulation, Protection..., Lifetime Income..., Variable Annuities, Retirement Income..., Buy-Sell Agreements, Investments, Creative Problem Solving, Business Networking, Long Term Care Insurance
Education
The American College 1998 — 1999
Chartered Financial Consultant-ChFC ®
University of South Florida 1980 — 1984
Jesuit High School 1976 — 1980
Tobin Mergenthaler's Eagle Strategies LLC Experience 2015 - Present
Job Wealth Advisor at Eagle Strategies, LLC
Industry Insurance
Experience
Eagle Strategies, LLC 2015 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Retirement Planning, Life Insurance, Whole Life Insurance, 401k Rollovers, Estate Planning, IRA Rollovers, Seminar Marketing, Succession Planning, Licensed in Long Term..., Wealth Preservation..., Legacy Planning, Life Time Income..., Marketing, Risk Management, Insurance, Retirement, Small Business, Customer Service, IRAs, Finance, Planning, Sales, Team Building, Microsoft Office
Education
St. Lawrence University 1999 — 2003
National Sports Academy 1995 — 1999
Eagle Strategies, LLC 2015 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Retirement Planning, Life Insurance, Whole Life Insurance, 401k Rollovers, Estate Planning, IRA Rollovers, Seminar Marketing, Succession Planning, Licensed in Long Term..., Wealth Preservation..., Legacy Planning, Life Time Income..., Marketing, Risk Management, Insurance, Retirement, Small Business, Customer Service, IRAs, Finance, Planning, Sales, Team Building, Microsoft Office
Education
St. Lawrence University 1999 — 2003
National Sports Academy 1995 — 1999
Jason S. Min, CLTC, LUTCF's Eagle Strategies LLC Experience July 1999 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Eagle Strategies, LLC July 1999 - Present
V Inc. January 1996 - June 1999
Skills
Retirement Planning, Wealth Management, Investment Advisory, IRAs, Education Funding, Asset Allocation, Wealth Accumulation, 401k Rollovers, Retirement, Mutual Funds, Asset Protection, Estate Planning, Strategic Financial...
Education
University of California, Santa Barbara
BA, Economics
Eagle Strategies, LLC July 1999 - Present
V Inc. January 1996 - June 1999
Skills
Retirement Planning, Wealth Management, Investment Advisory, IRAs, Education Funding, Asset Allocation, Wealth Accumulation, 401k Rollovers, Retirement, Mutual Funds, Asset Protection, Estate Planning, Strategic Financial...
Education
University of California, Santa Barbara
BA, Economics
Char Rigelman's Eagle Strategies LLC Experience May 1986 - Present
Job Financial Advisor at Eagle Strategies helping individuals & business owners create preserve & distribute wealth.
Industry Financial Services
Experience
New York Life Insurance Company May 1986 - Present
NYLIFE Securities, LLC May 1986 - Present
Eagle Strategies LLC May 1986 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, 401k Rollovers, Life Insurance Stragies, Business Insurance..., Long Term Care Planning, Retirement Income..., Estate Planning, Finance
Education
University of Minnesota-Twin Cities
New York Life Insurance Company May 1986 - Present
NYLIFE Securities, LLC May 1986 - Present
Eagle Strategies LLC May 1986 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, 401k Rollovers, Life Insurance Stragies, Business Insurance..., Long Term Care Planning, Retirement Income..., Estate Planning, Finance
Education
University of Minnesota-Twin Cities
Scott Heevner's Eagle Strategies LLC Experience April 2007 - September 2009
Job Managing Director at Principal Financial Group, Princor Registered Representative, Investment Advisor Representative
Industry Financial Services
Experience
Principal Financial Group August 2013 - Present
MassMutual Financial Group September 2009 - July 2013
Eagle Strategies, LLC April 2007 - September 2009
First Command Financial Planning June 1996 - March 2007
US Army June 1987 - October 1996
Skills
Wealth Accumulation, 401(k), 403(b), SEP &..., Buy-sell Agreements, College Funding..., Dental Insurance, Mutual Funds, Informal Business..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Charitable Giving, Deferred Compensation..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Whole Life Insurance, Series 7, Series 24
Education
Truman State University 1983 — 1987
Bachelor of Science (B.S.), Biology, General
Principal Financial Group August 2013 - Present
MassMutual Financial Group September 2009 - July 2013
Eagle Strategies, LLC April 2007 - September 2009
First Command Financial Planning June 1996 - March 2007
US Army June 1987 - October 1996
Skills
Wealth Accumulation, 401(k), 403(b), SEP &..., Buy-sell Agreements, College Funding..., Dental Insurance, Mutual Funds, Informal Business..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Charitable Giving, Deferred Compensation..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Whole Life Insurance, Series 7, Series 24
Education
Truman State University 1983 — 1987
Bachelor of Science (B.S.), Biology, General
Rachel Wilder ChFC®'s Eagle Strategies LLC Experience July 2006 - Present
Job Dedicated Financial Advisor at Wilder Wealth Strategies LLC
Industry Financial Services
Experience
Wilder Wealth Strategies LLC April 2014 - Present
Eagle Strategies, LLC July 2006 - Present
NY Life Securities LLC October 2005 - Present
New York Life Insurance Company September 2005 - Present
First Investors Corporation May 1999 - August 2005
Skills
Retirement Planning, Life Insurance, Estate Planning, Small Business, Insurance, Buy-sell Agreements, Term Life Insurance, Retirement, Annuity Sales, 401k Rollovers, Account Management, Asset Protection, IRA Rollovers, lifetime income..., licensed in long term..., Investments, Financial Services, Wealth Preservation..., Wealth Transfer..., Retirement plann, Permanent Life Insurance, Education Funding..., ChFC, Business Insurance..., Multi-generational..., Risk Management, Problem Solving, IRAs, Finance, Strategic Planning
Education
The American College of Financial Services 2009 — 2014
Chartered Financial Consultant Designation
University of Georgia - Terry College of Business 1995 — 1999
Bachelor of Business Administration (BBA)
Dunwoody High School 1992 — 1995
Wilder Wealth Strategies LLC April 2014 - Present
Eagle Strategies, LLC July 2006 - Present
NY Life Securities LLC October 2005 - Present
New York Life Insurance Company September 2005 - Present
First Investors Corporation May 1999 - August 2005
Skills
Retirement Planning, Life Insurance, Estate Planning, Small Business, Insurance, Buy-sell Agreements, Term Life Insurance, Retirement, Annuity Sales, 401k Rollovers, Account Management, Asset Protection, IRA Rollovers, lifetime income..., licensed in long term..., Investments, Financial Services, Wealth Preservation..., Wealth Transfer..., Retirement plann, Permanent Life Insurance, Education Funding..., ChFC, Business Insurance..., Multi-generational..., Risk Management, Problem Solving, IRAs, Finance, Strategic Planning
Education
The American College of Financial Services 2009 — 2014
Chartered Financial Consultant Designation
University of Georgia - Terry College of Business 1995 — 1999
Bachelor of Business Administration (BBA)
Dunwoody High School 1992 — 1995
Erick Buckley, LUTCF's Eagle Strategies LLC Experience January 2015 - Present
Job Principle of Professional Wealth Strategies
Industry Financial Services
Experience
Eagle Strategies, LLC January 2015 - Present
New York Life Insurance Company October 2003 - Present
NYLIFE Securities October 2003 - Present
Skills
Investments, 401k, Financial Services, Roth IRA, Long Term Care Insurance, Estate Planning, Retirement Planning, Life Insurance, Universal Life, Fixed Annuities, Pensions, Securities, Succession Planning, Wealth Preservation..., Financial Goals, Small Business, IRAs, Disability Insurance, Mutual Funds, 401k Rollovers, Business Succession..., Education Funding..., Personal Finance, Retirement Income...
Education
University of Nevada-Las Vegas 1997 — 2002
Bachelor’s Degree, Kinesiology and Exercise Science
Green Valley High School 1993 — 1997
Eagle Strategies, LLC January 2015 - Present
New York Life Insurance Company October 2003 - Present
NYLIFE Securities October 2003 - Present
Skills
Investments, 401k, Financial Services, Roth IRA, Long Term Care Insurance, Estate Planning, Retirement Planning, Life Insurance, Universal Life, Fixed Annuities, Pensions, Securities, Succession Planning, Wealth Preservation..., Financial Goals, Small Business, IRAs, Disability Insurance, Mutual Funds, 401k Rollovers, Business Succession..., Education Funding..., Personal Finance, Retirement Income...
Education
University of Nevada-Las Vegas 1997 — 2002
Bachelor’s Degree, Kinesiology and Exercise Science
Green Valley High School 1993 — 1997
R. Eric Bock, CLU, ChFC's Eagle Strategies LLC Experience January 1998 - Present
Job Bock Financial Services, providing investment advisory services and life insurance strategies for over 20 years
Industry Financial Services
Experience
Bock Financial Services January 1998 - Present
Eagle Strategies, LLC January 1998 - Present
NYLIFE Securities LLC January 1996 - Present
New York Life Insurance Company August 1993 - Present
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Estate Planning, Investments, Small Business, Long-term Care, Mutual Funds, 401k Rollovers, Strategic Financial..., Asset Protection, Wealth Preservation..., Succession Planning, Retirement, Protection..., Multi-generational..., Account Management, Education Funding, Income Protection, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Retirement Income...
Education
The American College 2001 — 2003
Charteded Financial Cousultant, Financial Planning and Services
The American College 2001 — 2003
Chartered Life Underwriter (CLU), Financial Planning and Services
University of South Florida - College of Business Administration 1990 — 1992
Bachelor's Degree, Business Administration and Management, General
Manatee Community College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Bock Financial Services January 1998 - Present
Eagle Strategies, LLC January 1998 - Present
NYLIFE Securities LLC January 1996 - Present
New York Life Insurance Company August 1993 - Present
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Estate Planning, Investments, Small Business, Long-term Care, Mutual Funds, 401k Rollovers, Strategic Financial..., Asset Protection, Wealth Preservation..., Succession Planning, Retirement, Protection..., Multi-generational..., Account Management, Education Funding, Income Protection, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Retirement Income...
Education
The American College 2001 — 2003
Charteded Financial Cousultant, Financial Planning and Services
The American College 2001 — 2003
Chartered Life Underwriter (CLU), Financial Planning and Services
University of South Florida - College of Business Administration 1990 — 1992
Bachelor's Degree, Business Administration and Management, General
Manatee Community College 1988 — 1990
Associate's Degree, Business Administration and Management, General
David McGuire's Eagle Strategies LLC Experience November 2014 - Present
Job Financial Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC November 2014 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, Retirement, Life Insurance, IRAs, 401k, Investments, Financial Services, Problem Solving, Mutual Funds
Education
University of Massachusetts Dartmouth 2005 — 2009
Finance
King Philip
Eagle Strategies, LLC November 2014 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, Retirement, Life Insurance, IRAs, 401k, Investments, Financial Services, Problem Solving, Mutual Funds
Education
University of Massachusetts Dartmouth 2005 — 2009
Finance
King Philip
Varda N. Fink, CLU, JD's Eagle Strategies LLC Experience 1993 - Present
Job Agent at New York Life Insurance Company, Financial Adviser with Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC 1993 - Present
Private Legal Practice 1989 - 1993
Maryland Department of Health and Mental Hygiene 1987 - 1989
State of Maryland 1981 - 1989
State of Michigan 1973 - 1981
Skills
Small Business, Insurance, Retirement Planning, Securities, Nonprofits, Leadership, Public Speaking, 401k, Business Planning, Sales, General Insurance, First Time Home Buyers, New Business Development, Sales Presentations, Mergers & Acquisitions, Marketing, Business Strategy, Customer Service, Brokers, Business Development, Strategy, Public Relations, Business, Defined Benefit, Sales Management, Marketing Strategy, Budgets, Employee Benefits, Team Building, Negotiation, Investment Properties, Licensed in Long Term..., Asset Allocation, Residential Homes
Education
University of Notre Dame 1970 — 1973
JD
University of Wisconsin 1968 — 1970
Master's degree, Sociology
University of Wisconsin-Milwaukee 1962 — 1968
Bachelor of Arts (BA), Political Science
Eagle Strategies LLC 1993 - Present
Private Legal Practice 1989 - 1993
Maryland Department of Health and Mental Hygiene 1987 - 1989
State of Maryland 1981 - 1989
State of Michigan 1973 - 1981
Skills
Small Business, Insurance, Retirement Planning, Securities, Nonprofits, Leadership, Public Speaking, 401k, Business Planning, Sales, General Insurance, First Time Home Buyers, New Business Development, Sales Presentations, Mergers & Acquisitions, Marketing, Business Strategy, Customer Service, Brokers, Business Development, Strategy, Public Relations, Business, Defined Benefit, Sales Management, Marketing Strategy, Budgets, Employee Benefits, Team Building, Negotiation, Investment Properties, Licensed in Long Term..., Asset Allocation, Residential Homes
Education
University of Notre Dame 1970 — 1973
JD
University of Wisconsin 1968 — 1970
Master's degree, Sociology
University of Wisconsin-Milwaukee 1962 — 1968
Bachelor of Arts (BA), Political Science
Chris Sandefur's Eagle Strategies LLC Experience September 2005 - Present
Job Board Member at Sertoma Club of Macon
Industry Nonprofit Organization Management
Experience
Eagle Strategies Corp. December 2008 - Present
Eagle Strategies, LLC September 2005 - Present
Sertoma Club of Macon September 2010 - Present
Big Brothers Big Sisters December 2005 - December 2010
Skills
Strategic Financial...
Education
The American College 2010 — 2011
Chartered Life Underwriter, Risk Management
The American College 2008 — 2009
Chartered Financial Consultant, Finance, General
University of Georgia - Terry College of Business 2001 — 2003
BBA, Economics
Eagle Strategies Corp. December 2008 - Present
Eagle Strategies, LLC September 2005 - Present
Sertoma Club of Macon September 2010 - Present
Big Brothers Big Sisters December 2005 - December 2010
Skills
Strategic Financial...
Education
The American College 2010 — 2011
Chartered Life Underwriter, Risk Management
The American College 2008 — 2009
Chartered Financial Consultant, Finance, General
University of Georgia - Terry College of Business 2001 — 2003
BBA, Economics
Daniel P Rush, CPA's Eagle Strategies LLC Experience April 2004 - June 2011
Job Director, Head of Business Operations Americas Region
Industry Telecommunications
Experience
Coriant GmbH & Co. KG May 2012 - May 2015
Nokia Siemens Networks June 2011 - May 2012
Eagle Strategies LLC April 2004 - June 2011
New York Life Insurance Company April 2004 - June 2011
Nokia Inc. April 1997 - May 2004
KPMG Peat Marwick 1982 - 1986
Skills
Accounting, Portfolio Management, Business Planning, Investments, Start-ups, Strategic Financial..., Financial Analysis, Risk Management, Finance, Product Management, Retirement Planning, Mergers & Acquisitions, Strategy, Financial Services, Management, Telecommunications, Business Development, Wireless, Cross-functional Team..., Sales, Mobile Devices, Leadership, Networking, Program Management, Business Strategy, Sales Operations, Financial Planning
Education
University of San Francisco
Bachelor’s Degree, BS - Business Administration
State of California - Certified Public Accountant
NASD Licenses - Series 6, 63 & 65
Coriant GmbH & Co. KG May 2012 - May 2015
Nokia Siemens Networks June 2011 - May 2012
Eagle Strategies LLC April 2004 - June 2011
New York Life Insurance Company April 2004 - June 2011
Nokia Inc. April 1997 - May 2004
KPMG Peat Marwick 1982 - 1986
Skills
Accounting, Portfolio Management, Business Planning, Investments, Start-ups, Strategic Financial..., Financial Analysis, Risk Management, Finance, Product Management, Retirement Planning, Mergers & Acquisitions, Strategy, Financial Services, Management, Telecommunications, Business Development, Wireless, Cross-functional Team..., Sales, Mobile Devices, Leadership, Networking, Program Management, Business Strategy, Sales Operations, Financial Planning
Education
University of San Francisco
Bachelor’s Degree, BS - Business Administration
State of California - Certified Public Accountant
NASD Licenses - Series 6, 63 & 65
Will Crossan's Eagle Strategies LLC Experience August 2007 - Present
Job Senior Partner at Eagle Strategies/New York Life
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company August 2012 - Present
Eagle Strategies, LLC August 2007 - Present
United States Air Force November 1996 - July 2001
Skills
Asset Allocation, Insurance, Life Insurance, Strategic Financial..., Investments, Wealth Management, Business Planning, Fixed Annuities, Training, Small Business, Financial Services, Finance, Retirement Planning, Leadership, Retirement, Estate Planning, Financial Planners, Financial Advisory, Strategic Planning, Wealth Preservation...
Education
The University of Texas at Austin 2001 — 2004
Bachelor of Arts (BA), Hist/Phil, Finance/Italian
University of Maryland 1996 — 1998
Associates Degree, Electrical Engineering
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company August 2012 - Present
Eagle Strategies, LLC August 2007 - Present
United States Air Force November 1996 - July 2001
Skills
Asset Allocation, Insurance, Life Insurance, Strategic Financial..., Investments, Wealth Management, Business Planning, Fixed Annuities, Training, Small Business, Financial Services, Finance, Retirement Planning, Leadership, Retirement, Estate Planning, Financial Planners, Financial Advisory, Strategic Planning, Wealth Preservation...
Education
The University of Texas at Austin 2001 — 2004
Bachelor of Arts (BA), Hist/Phil, Finance/Italian
University of Maryland 1996 — 1998
Associates Degree, Electrical Engineering
Lisa Marie Sorrels's Eagle Strategies LLC Experience January 1995 - January 2000
Job Owner, Integrity Insurance Solutions
Industry Insurance
Experience
Integrity Insurance Solutions May 1995 - Present
2010 US Census Bureau March 2010 - July 2010
Kohl's Department Store August 2006 - January 2009
Eagle Strategies, LLC January 1995 - January 2000
Dallas Financial Associates January 1990 - January 1995
Skills
Term Life Insurance, Long-term Care, Account Management, Disability Insurance, Health Insurance, Health Savings Accounts, Homeowners, Life Insurance, Whole Life
Education
Texas Woman's University 2009 — 2011
Bachelors, General Studies
Integrity Insurance Solutions May 1995 - Present
2010 US Census Bureau March 2010 - July 2010
Kohl's Department Store August 2006 - January 2009
Eagle Strategies, LLC January 1995 - January 2000
Dallas Financial Associates January 1990 - January 1995
Skills
Term Life Insurance, Long-term Care, Account Management, Disability Insurance, Health Insurance, Health Savings Accounts, Homeowners, Life Insurance, Whole Life
Education
Texas Woman's University 2009 — 2011
Bachelors, General Studies
Lynn A. Newman's Eagle Strategies LLC Experience December 1991 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC December 1991 - Present
NYLIFE Securities LLC October 1991 - Present
New York Life Insurance Company October 1991 - Present
Education
University of Massachusetts Boston
Bachelor's degree, Psychology, Graduated with honors
Eagle Strategies, LLC December 1991 - Present
NYLIFE Securities LLC October 1991 - Present
New York Life Insurance Company October 1991 - Present
Education
University of Massachusetts Boston
Bachelor's degree, Psychology, Graduated with honors
Jordan Roach's Eagle Strategies LLC Experience 2014 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC 2014 - Present
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company February 2013 - Present
EY September 2010 - February 2013
D/1-19 March 2009 - August 2010
Infantry Basic Officer Leadership Course August 2008 - November 2008
Basic Officer Leadership Course July 2008 - August 2008
Skills
Retirement Planning, Estate Planning, Investments, 401k Rollovers, Wealth Preservation..., Succession Planning, Key Person Protection, Protection..., Asset Protection, Gifting Strategies, Legacies, Multi-generational...
Education
United States Military Academy at West Point 2004 — 2008
B.S., Operations Research
Eagle Strategies LLC 2014 - Present
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company February 2013 - Present
EY September 2010 - February 2013
D/1-19 March 2009 - August 2010
Infantry Basic Officer Leadership Course August 2008 - November 2008
Basic Officer Leadership Course July 2008 - August 2008
Skills
Retirement Planning, Estate Planning, Investments, 401k Rollovers, Wealth Preservation..., Succession Planning, Key Person Protection, Protection..., Asset Protection, Gifting Strategies, Legacies, Multi-generational...
Education
United States Military Academy at West Point 2004 — 2008
B.S., Operations Research
Daniel Kuo's Eagle Strategies LLC Experience November 2012 - March 2013
Job Vice President at Shangcheng USA Corporation
Industry Real Estate
Experience
Shangcheng USA Corporation April 2013 - Present
Eagle Strategies, LLC November 2012 - March 2013
NYLIFE Securities LLC April 2010 - March 2013
New York Life Insurance Company April 2010 - March 2013
Trilogy Financial Services. March 2009 - March 2010
Skills
Strategic Financial..., Finance, Estate Planning, Accounting, Insurance, Financial Reporting, Securities, Wealth Management, Retirement, Investments, Retirement Planning, Sales, Tax, Financial Analysis, Financial Advisory, Financial Services
Education
University of California, Riverside 2003 — 2007
BA, Business Administration
Arcadia High School 1999 — 2003
Shangcheng USA Corporation April 2013 - Present
Eagle Strategies, LLC November 2012 - March 2013
NYLIFE Securities LLC April 2010 - March 2013
New York Life Insurance Company April 2010 - March 2013
Trilogy Financial Services. March 2009 - March 2010
Skills
Strategic Financial..., Finance, Estate Planning, Accounting, Insurance, Financial Reporting, Securities, Wealth Management, Retirement, Investments, Retirement Planning, Sales, Tax, Financial Analysis, Financial Advisory, Financial Services
Education
University of California, Riverside 2003 — 2007
BA, Business Administration
Arcadia High School 1999 — 2003
Jack Doverspike's Eagle Strategies LLC Experience September 1986 - Present
Job Financial Advisor at Triche/Doverspike Financial Group,Inc.
Industry Financial Services
Experience
Triche/Doverspike Financial Group,Inc. September 1986 - Present
Eagle Strategies, LLC September 1986 - Present
NYLIFE Securities LLC September 1986 - Present
New York Life Insurance Company September 1986 - Present
Skills
Retirement, Financial Services, Mutual Funds, Investments, Estate Planning, Fixed Annuities, Retirement Planning, Personal Finance, Account Management, 401(k) Rollovers, Business Exit Strategy, Asset Protection, Multi-Generational..., IRA Rollovers, Supplements to Employee..., Life Insurance, Legacy Planning, Wealth Preservation...
Education
United States Military Academy at West Point
University of Arkansas at Fayetteville
BSCE
Triche/Doverspike Financial Group,Inc. September 1986 - Present
Eagle Strategies, LLC September 1986 - Present
NYLIFE Securities LLC September 1986 - Present
New York Life Insurance Company September 1986 - Present
Skills
Retirement, Financial Services, Mutual Funds, Investments, Estate Planning, Fixed Annuities, Retirement Planning, Personal Finance, Account Management, 401(k) Rollovers, Business Exit Strategy, Asset Protection, Multi-Generational..., IRA Rollovers, Supplements to Employee..., Life Insurance, Legacy Planning, Wealth Preservation...
Education
United States Military Academy at West Point
University of Arkansas at Fayetteville
BSCE
Patricia Lai's Eagle Strategies LLC Experience February 2013 - June 2013
Job Business Risk Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2013 - Present
Eagle Strategies, LLC February 2013 - June 2013
Deloitte June 2012 - August 2012
Associated Students of the University of California, Irvine September 2010 - July 2012
JPMorgan Chase & Co. June 2011 - August 2011
Mahan Insurance Brokers, LLC February 2011 - June 2011
MFG Funding, Inc. August 2010 - September 2010
Mega Bank June 2010 - August 2010
MFG Funding, Inc. June 2008 - September 2008
Skills
Financial Analysis, Team Leadership, Public Speaking, Budgets, Customer Service, Finance, Banking, PowerPoint, Microsoft Excel, Leadership, Networking, Data Analysis, Social Media, Time Management, Mentoring, Relationship Management, Social Networking
Education
University of California, Irvine 2009 — 2013
B.A.
Universitat Autònoma de Barcelona 2012 — 2012
International Business
Walnut High School 2005 — 2009
Deloitte September 2013 - Present
Eagle Strategies, LLC February 2013 - June 2013
Deloitte June 2012 - August 2012
Associated Students of the University of California, Irvine September 2010 - July 2012
JPMorgan Chase & Co. June 2011 - August 2011
Mahan Insurance Brokers, LLC February 2011 - June 2011
MFG Funding, Inc. August 2010 - September 2010
Mega Bank June 2010 - August 2010
MFG Funding, Inc. June 2008 - September 2008
Skills
Financial Analysis, Team Leadership, Public Speaking, Budgets, Customer Service, Finance, Banking, PowerPoint, Microsoft Excel, Leadership, Networking, Data Analysis, Social Media, Time Management, Mentoring, Relationship Management, Social Networking
Education
University of California, Irvine 2009 — 2013
B.A.
Universitat Autònoma de Barcelona 2012 — 2012
International Business
Walnut High School 2005 — 2009
Linda Remington's Eagle Strategies LLC Experience January 2002 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC January 2002 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Prudential Financial January 1986 - January 2002
Skills
Retirement, Securities, Financial Services, Insurance
Education
University of Rhode Island 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Eagle Strategies, LLC January 2002 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Prudential Financial January 1986 - January 2002
Skills
Retirement, Securities, Financial Services, Insurance
Education
University of Rhode Island 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services