Jeanne Woodrick is a financial advisor with Eagle Strategies (NY Life) in Mandeville, LA. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Eagle Strategies, she worked at Latter & Blum Compass for 15 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Joseph Morgan Mitchell is a financial advisor with Eagle Strategies (NY Life) based in Mandeville, LA. He holds Series 63 and Series 65 licenses and has four years of industry experience. He is also the owner of an insurance brokering business specializing in non-registered products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial amount of assets on a non-discretionary basis.

Kelly Walgamotte is a financial advisor with Eagle Strategies (NY Life) based in Mandeville, LA. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior work includes roles at LPL Financial, Northwestern Mutual, and Thrivent Financial. Walgamotte serves as Treasurer and Board Member for the St. Tammy Council on the Ageing, a nonprofit organization focused on senior services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a range of program types, including fee-based advice and co-advisory relationships, operating primarily on a non-discretionary asset management basis.