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Thomas F

CFP®, Series 63, Series 66

Maumee, OH

Eagle Strategies (NY Life)

Thomas Fields is a CFP® professional with 18 years of industry experience, currently serving with Eagle Strategies (NY Life) in Maumee, OH. He has held roles at Eagle Strategies since 2012 and operates EBF, LLC d/b/a Evans, Beebe & Fields Financial Group. Fields is also active in his community as a board member and president of the Toledo Organization of Management and serves on the board of the Toledo Country Club. He is a commissioned Ohio Notary Public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate entities. The firm emphasizes tailored advice delivered through multiple programs and manages the majority of its assets on a non-discretionary basis within an affiliated New York Life 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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Megan E

Series 63, Series 65

Maumee, OH

Eagle Strategies (NY Life)

Megan Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Megan is also the owner of EBF, LLC d/b/a Evans, Beebe & Fields Financial Group, through which she sells New York Life products and brokers non-registered insurance products. 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 customized solutions through multiple program types and emphasizes fiduciary responsibilities while managing a predominantly non-discretionary asset base.

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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