Andrew Leeman is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 7, Series 63, and Series 66 exam licenses and has eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Dynamic Wealth Advisors. Outside of finance, he owns rental properties and Miller Muscle, LLC, an online strength and nutrition coaching business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Kevin Ruscher is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds a Series 66 designation and has 25 years of industry experience. His prior experience includes roles at Nationwide Insurance and Cetera Advisor Networks. Outside of advisory work, he is involved in land development through Bear Tracks Mountain, LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains a large asset base managed primarily on a non-discretionary basis.

Erin Vick is a financial advisor with Eagle Strategies (New York Life) based in Independence, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also operates Vines Financial Group LLC d/b/a V Financial Partners. Outside of her advisory role, she is active as an insurance broker specializing in non-registered insurance products. 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 advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Lori Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes 15 years at Lori L. Kaplan, CLU Insurance & Financial Services and over 26 years with New York Life. Outside of her advisory role, she serves as Secretary/Treasurer for the CONGA Chapter of BNI, a business networking organization. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Kevin Baumberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2014. Baumberger serves as a board member of Cornerstone of Hope, a bereavement organization, contributing to strategic planning and organizational growth. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Jason Craciun is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, where he has been employed since 2010. 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 tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities related to retirement plan recommendations.

Jon Stamberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having been with New York Life Insurance Company and Nylife Securities Inc. since 2003. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered investment-related 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 offers multiple program types tailored to client goals and maintains a predominantly non-discretionary asset base.

Naomi Dagostino is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and a Series 63 license, with 29 years of industry experience. She has worked with firms including Eagle Strategies, Insight Financial Associates, Naomi R. D'Agostino Insurance and Financial Services, Nylife Securities Inc., and New York Life Insurance Company. Outside of her advisory work, she volunteers with the Bath Volunteers for Service and the Bath Business Association, and serves as an educator for the Summit County Employees Lunch and Learn Program. 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 emphasizes tailored recommendations and offers various advisory programs, with the majority of assets managed on a non-discretionary basis.