Tracy Lewinski is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Eagle Strategies since 2012 and maintains longstanding roles with Nylife Securities LLC, New York Life Insurance Company, and Michael J Jungen. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily through non-discretionary assets. The firm integrates advisory services with insurance and annuity products and provides tailored solutions across multiple program types.

Yogesh Khatri is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2008 and has longstanding affiliations with New York Life Insurance Co. and its related entities since 1990. Outside of his advisory work, he is a partner in RAAGA Entertainment, LLC, which promotes classical and Bollywood music concerts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

James Healy is a financial advisor at Eagle Strategies (NY Life) based in Milwaukee, WI, with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Eagle Strategies and affiliated entities since 2019, previously spending 11 years with Thrivent Financial for Lutherans. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and emphasizes non-discretionary management, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Drew Fortney is a financial advisor at Eagle Strategies (NY Life) based in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, Fortney held positions at Citizens First Bank, NYLIFE Securities LLC, and New York Life Insurance Company, among others. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and maintains a significant non-discretionary asset base, operating within an integrated New York Life affiliate structure.

Michael Jungen is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. Jungen has worked at Eagle Strategies since 1999 and operates his own firm, Jungen & Co. Financial Advisors, since 2005. He serves as a director of the Wauwatosa Mayfair Rotary, a charitable community nonprofit organization. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services through a variety of program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.