Robert Lee is a financial advisor with Eagle Strategies (NY Life) in Billings, Montana, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, he worked in automotive sales and management for over a decade. He also serves as a Notary Public for the State of Montana. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and manages a substantial majority of assets on a non-discretionary basis.

Leah Brockschmidt is a financial advisor with Eagle Strategies (NY Life) based in Billings, MT. She holds the Series 66 designation and has two years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and First Interstate Bank. Eagle Strategies serves individual and institutional clients by 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 objectives, and its asset base is primarily managed on a non-discretionary basis.

Gennivie Egan is a financial advisor with Eagle Strategies (New York Life) based in Billings, Montana. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her work history includes roles with Retirement Solutions, Eagle Strategies LLC, NYLIFE Securities, New York Life, and prior experience in healthcare and service industries. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Carly Mann is a financial advisor with Eagle Strategies (NY Life) in Billings, MT, holding a Series 66 designation and four years of industry experience. She has worked with Retirement Solutions and Nylife Securities LLC during her career. Outside of her financial advisory role, she teaches dance at local studios, including Yellowstone Dance Studio and Diversity Dance Studio. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to individual and institutional investors and primarily manages assets on a non-discretionary basis.

Adam Gross is a financial advisor with Eagle Strategies (New York Life) in Billings, MT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and has been associated with New York Life entities and Retirement Solutions since 2014. Outside of finance, Gross is the owner of Digital Layer Design, a freelance graphic design and photography business. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a particular focus on fiduciary responsibilities to retirement investors.