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Jennifer M

Series 63, Series 65

Jefferson, WI

Eagle Strategies (NY Life)

Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has seven years of industry experience. She previously worked at Zimbrick BMW for six years before focusing on financial services since 2019. Outside of her advisory role, she is chair of the Programs and Public Image committees for the Rotary Club of Lake Mills and operates an eBay resale store with her family. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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