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Justin L

Series 63, Series 65

Diana, TX

Eagle Strategies (NY Life)

Justin Lakin is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at TK Operations Consultants, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he is involved as a partner in a yak farming venture focused on meat production and also consults on financial services business operations and training. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm specializes in tailored advice across multiple program types and has a significant focus on non-discretionary assets, working extensively with plan sponsors and integrated within the New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Andrew H

Series 63, Series 65

Olympia, WA

Eagle Strategies (NY Life)

Andrew Hooper is a financial advisor with Eagle Strategies (NY Life) based in Olympia, WA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include work with New York Life Insurance Company and Nylife Securities, and he is involved in several business ventures including blacksmith tools manufacturing and leading an obstacle course racing social media group. Hooper also serves as Chairman of the Board at Summit Pacific Medical Center. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jeremy S

ChFC®, Series 63

Lafayette, IN

Eagle Strategies (NY Life)

Jeremy Stackhouse is a ChFC® credentialed financial advisor with 14 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Prosperity Financial Group LLC and Wabash City Schools. He serves as a board member for the Indiana chapter of NAIFA and Junior Achievement Greater Wabash, organizations focused on professional development and financial literacy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored solutions and offers a range of programs delivered primarily on a non-discretionary basis through its integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Ricardo W

Series 66

Sunrise, FL

Eagle Strategies (NY Life)

Ricardo Wilson Reyes is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation. He has 13 years of industry experience, including 20 years at Citibank N.A. before joining Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company in 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers various advisory programs, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kevin H

Series 66

Dallas, TX

Eagle Strategies (NY Life)

Kevin Hickey is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he operated Backyard Fitness LLC, a CrossFit gym, for nine years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Christie M

Series 63, Series 65

Bellevue, WA

Eagle Strategies (NY Life)

Christie Mueller is a financial advisor at Eagle Strategies (NY Life) with 40 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Eagle Strategies since 2008. In addition to her role at Eagle, she operates under the DBA Mueller and Associates, providing New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Paul H

Series 63, Series 65, Series 66

Maitland, FL

Eagle Strategies (NY Life)

Paul Henderson is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. Prior to joining Eagle Strategies and New York Life Insurance Company, he held positions at ABC Fine Wine and Spirits and Toyota of Orlando. In addition to his advisory work, he was involved in a real estate venture focused on buying, rehabbing, and selling foreclosed single-family homes. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a range of advisory services such as financial planning, investment management, and retirement-plan consulting, emphasizing tailored solutions and managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kenneth R

ChFC®, Series 63

Ogden, UT

Eagle Strategies (NY Life)

Kenneth Richey is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 19 years of industry experience and has been affiliated with New York Life and its related entities since 2006. Outside of his advisory role, he serves as a member of the Ogden City Council representing District 3, a position he has held since 2022. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to meet client objectives and plan sponsor requirements.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kevin B

Series 63, Series 66

Westlake Village, CA

Eagle Strategies (NY Life)

Kevin Boland is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities since 1996. Outside of his advisory role, he is a passive investor in oil and gas drilling with OAG Resources. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Ricky D

Series 65, Series 63

Panorama Tower, NC

Eagle Strategies (NY Life)

Ricky Dukes is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at The Legacy Financial Group, NYLIFE Securities LLC, New York Life Insurance Co, and Allstate Insurance Company. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes aligning recommendations with client objectives, managing a majority of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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John E

Series 63, Series 65, Series 66

North Bay Village, FL

Eagle Strategies (NY Life)

John Ermer Sr. is a financial advisor with Eagle Strategies (NY Life) holding Series 63, 65, and 66 licenses and has 29 years of industry experience. He has worked with Eagle Strategies since 2019 and operates his own firm, Ermer & Associates, Inc., since 2020. Outside of his advisory roles, he serves as a volunteer chaplain providing spiritual support to the Miami Dade Police Department. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jonathan H

Series 66, Series 63

Wall, NJ

Eagle Strategies (NY Life)

Jonathan Hempstead is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at AssuredPartners for five years. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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David F

Series 63, Series 66

Downers Grove, IL

Eagle Strategies (NY Life)

David Farra is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been affiliated with New York Life Insurance Company since 2009 and with Eagle Strategies since 2016. Outside of his advisory role, he serves as Chairman of the Board of the Ray Graham Association, which supports individuals with disabilities and their families in Du Page County. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm’s approach includes multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Luca D

Series 66

New York, NY

Eagle Strategies (NY Life)

Luca Damaro is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Mode De Vie, Ferris Street Services, DezignKraft, and Mercato Trattoria. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jesse B

Series 63, Series 65

Seattle, WA

Eagle Strategies (NY Life)

Jesse Bond is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been involved with Eagle Strategies since 2006 and operates Bond Financial, PLLC, which provides insurance brokering services. Outside of his advisory work, Bond serves on the board of Transforming Age and volunteers with Full Life Care, as well as coaching girls' basketball at Lakeside Middle School. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice primarily through non-discretionary accounts and maintains a broad network of affiliated advisers within the New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Christopher R

ChFC®, Series 63

Maitland, FL

Eagle Strategies (NY Life)

Christopher Rich is a financial advisor at Eagle Strategies (NY Life) with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Nylife Securities LLC and New York Life Insurance Co since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Alexander Y

Series 63, Series 66

Lyndhurst, OH

Eagle Strategies (NY Life)

Alexander Yurovitsky is a financial advisor with Eagle Strategies (NY Life) based in Lyndhurst, OH. He holds Series 63 and Series 66 designations and has 22 years of industry experience. He has been associated with New York Life Insurance Company and related entities since 2004 and operates under the DBA Precision Financial Solutions to broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Dennis K

ChFC®, Series 63

Sunrise, FL

Eagle Strategies (NY Life)

Dennis King is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL, holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, including ten years with New York Life and Eagle Strategies. Dennis is listed as the owner of a dormant entity, Forest Dell Properties, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, managing the majority of its assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Darryl L

Series 63, Series 66

Naperville, IL

Eagle Strategies (NY Life)

Darryl Liu is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2018. Outside of his advisory role, Liu is engaged in freelance photography, taking on occasional paid assignments. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kathryn K

Series 66

Toledo, OH

Eagle Strategies (NY Life)

Kathryn Kelley is a financial advisor with Eagle Strategies (NY Life) in Toledo, OH, holding a Series 66 credential and bringing 26 years of industry experience. She has held roles at several firms including Premise Financial Group, Silas Parker & Associates, Salem Financial Group, and The Huntington Investment Company. Outside of her advisory work, she serves on the boards of Advocating Opportunity, the Arts Commission of Greater Toledo, and Lourdes University. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within an integrated structure affiliated with New York Life.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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