David Loe is a financial advisor with Eagle Strategies (NY Life) based in Bixby, Oklahoma. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2007. He also works as an insurance broker for non-registered product sales. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plan sponsors. The firm emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Steiner is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Bixby, OK, and has 32 years of industry experience. He has been with Eagle Strategies since 2003 and has a concurrent affiliation with New York Life Insurance Company and Nylife Securities LLC dating back to 1993. Outside of his advisory role, Steiner is a partner in a non-investment business entity and owns Steiner Enterprises LLC, a family-related venture. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm employs a range of programs tailored to client and Plan Sponsor needs and manages the majority of its assets on a non-discretionary basis.