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Jayci G

Series 63, Series 65

Lubbock, TX

Eagle Strategies (NY Life)

Jayci Goodlett is a financial advisor with Eagle Strategies (NY Life) in Lubbock, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with Eagle Strategies since 2020 and previously at Alpha Capital Strategies. Outside of her advisory role, she owns and manages a farm, involving daily animal care and garden cultivation. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services primarily through non-discretionary accounts. The firm operates within the New York Life affiliate structure, offering tailored recommendations across various program types including fee-based advice and retirement plan consulting.

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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Riley R

Series 66, Series 63

Lubbock, TX

Eagle Strategies (NY Life)

Riley Reagor is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has five years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life, as well as earlier experience outside the financial sector at Reagor Dykes Auto Group. 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 a range of advisory programs tailored to client objectives, with a significant portion of its 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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Diana J

Series 63, Series 65

Lubbock, TX

Eagle Strategies (NY Life)

Diana Jimenez is a financial advisor with Eagle Strategies (NY Life) in Lubbock, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at NYLIFE Securities LLC and New York Life Insurance Co since 2020 and more recently at Firm Foundation Wealth & Retirement Solutions LLC. Jimenez is active in community service as an officer and Regent of the Francis Rainey Chapter of The National Society of the Daughters of the American Revolution, a civic organization focused on historic preservation, education, and patriotism. 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 offers multiple program types tailored to client objectives, with a majority of assets managed on a non-discretionary basis and a focus on retirement investors and fiduciary responsibilities.

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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Richard D

Series 63, Series 66

Lubbock, TX

Eagle Strategies (NY Life)

Richard Darling is a financial advisor with Eagle Strategies (New York Life) based in Lubbock, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with New York Life and its affiliated entities since 2002. Outside of his advisory role, he is involved in insurance brokering for non-registered products and retains ownership of mineral rights. 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 tailoring recommendations to client objectives, with a significant portion of its 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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