Heather Albert is a CFP® and ChFC® with 21 years of experience in the financial services industry. She has been with Eagle Strategies (NY Life) since 2010 and has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005. Outside of her advisory work, she volunteers with the Chamber of Commerce and serves on the board of the Eagle Public Library Foundation. She is also engaged in competitive bicycling as a hobby. 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, including fee-based advice and retirement plan consulting, and manages the majority of its assets on a non-discretionary basis.

Craig Oki is a financial advisor with Eagle Strategies (New York Life) based in Boise, ID. He holds Series 63 and Series 66 designations and has 14 years of industry experience. He has been affiliated with New York Life and its related entities since 2014. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice primarily through non-discretionary accounts within an integrated New York Life affiliate structure.