Travis Smith is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Eagle Strategies since 2018 and has been affiliated with New York Life and related entities since 2011. In addition to his advisory role, he is also involved in insurance brokering with various outside carriers. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Hodgkiss Jr. is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has longstanding ties to New York Life Insurance Company and its related entities since 2000. Outside of his advisory work, Hodgkiss serves as a board member for the American College Alumni Board and participates on the Greens Committee at Medinah Country Club. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis and maintaining relationships with a broad range of institutional sponsors.

Isabelle Liu is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the PFS™ designation and Series 63 license and has four years of industry experience. Prior to joining Eagle Strategies, she worked at Belleview Consulting, LLC and John M. Thomas, P.C. Liu serves as an officer for the Houston Society of Chinese American CPAs, where she provides annual CPE training, and is a board member of the Nanjing University Alumni Association – Greater Houston. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large affiliated adviser network. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Osereme Okojie is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds the ChFC® designation and Series 63 license, and has 21 years of industry experience. In addition to his role at Eagle Strategies, he operates OKOJIE Strategic Financial Solutions, LLC, offering financial services including New York Life products and non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zarir Sethna is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He operates Sethna Financial Group, through which he brokers non-registered insurance products and sells New York Life products and services. Sethna has worked with Eagle Strategies since 2001 and has been associated with New York Life Insurance Company and its affiliated entities since 1988. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice through multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kristi Cain is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the ChFC® designation and Series 63 license. She has 17 years of industry experience, including roles at New York Life Insurance Co and NYLIFE Securities, LLC since 2009. 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 tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

Miguel Delgado Rivero is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2016. Additionally, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Justin Williams is a financial advisor with Eagle Strategies (New York Life) based in Houston, TX. He holds the ChFC® designation and has five years of industry experience. Prior to his current role, he worked at Bayou Capital Strategies LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Additionally, he is appointed as an insurance broker for outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types within an integrated New York Life structure.

Christine Hoeller is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding the ChFC® designation and Series 63 and 66 licenses. She has 36 years of industry experience, including 22 years with New York Life and its affiliated entities. 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 offers a variety of program types tailored to client goals, with a majority of assets managed on a non-discretionary basis.

Alexander Jimenez is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His work history includes roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Co. 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 offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Jesal Patel is a financial advisor with Eagle Strategies (NY Life) based in Houston, Texas, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2010 and has been affiliated with New York Life and Nylife Securities Inc. since the early 2000s. Patel is a shareholder of NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing a significant portion of assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Dagon Garris is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Eagle Strategies since 2011 and maintains longstanding roles with Nylife Securities Inc. and New York Life insurance company, both since 2005. Garris serves as a member of the Rutgers School of Arts and Sciences Dean's Advisory Council, providing consultation and guidance to support the school’s mission and strategic goals. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pedram Kaivani is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been operating Kaivani Wealth Strategies, LLC since 2017 and has worked with Eagle Strategies since 2014, along with longstanding roles at Nylife Securities and New York Life Insurance Company. Outside of advisory work, he brokers non-registered insurance products through various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.