Mary Chiang is a CFP® and ChFC® with 37 years of industry experience. She has been with Eagle Strategies (NY Life) since 2009 and is also a member of CMCD LLC, where she provides tax and accounting services. Additionally, she holds registrations with Nylife Securities Inc. and New York Life Insurance Company. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Sum is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Houston, TX. His career background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he owns and operates William & Associates Insurance Agency LLC, brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, managing the majority of its assets on a non-discretionary basis.