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Michael K

Series 63, Series 66

Knoxville, TN

Eagle Strategies (NY Life)

Michael Kull is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 credentials and bringing six years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC dating back to 2018. Outside of his advisory work, he serves as President of the Knoxville Opera Guild and is involved in local musical activities, including singing for retirement communities and acting as a church cantor. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and works extensively with retirement investors, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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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Matthew H

ChFC®, Series 63, Series 65

Knoxville, TN

Eagle Strategies (NY Life)

Matthew Harper is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company since 2002. Harper operates under his own firms, Harper Financial Group and Burckhard Financial Group, which provide services related to New York Life products and non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored advice through multiple programs, emphasizing primarily non-discretionary asset management within an integrated New York Life affiliate structure.

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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Grace M

Series 63, Series 66

Knoxville, TN

Eagle Strategies (NY Life)

Grace Mead is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, JPMorgan, and Turning Point Financial. Outside of her advisory role, Mead serves as Vice-Chair of the Child Advocacy Center of Anderson County, supporting committees focused on publicity, fundraising, and finance. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of advisory programs tailored to client objectives and manages a majority of its assets 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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