Leisl Mooer is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT. She holds a Series 66 designation and has 12 years of industry experience. Her work history includes roles at McKenna Financial, LLC and NYLife Securities LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives, with an emphasis on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Madison Moery is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT, holding a Series 66 designation and one year of industry experience. Prior to joining Eagle Strategies in 2025, Madison worked at McKenna Financial for seven years and has experience in food service management. Additionally, Madison serves as a notary. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working closely with defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Meghann McKenna is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 21 years of industry experience, including roles at McKenna Financial, NYLife Securities, and New York Life Insurance Company. McKenna also serves as a Director for NYLARC Holding Company Inc., a reinsurance firm, and acts as an independent contractor for registered agent services related to LLC compliance in Montana. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through various program types and predominantly managing assets on a non-discretionary basis.