Stephen Griffin is a CFP® with 23 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Sarasota, FL. He has held roles at Full Spectrum Financial Group and Ordonez & Griffin Financial Group, and has been associated with New York Life Insurance Company since 2002. Griffin is also the owner of a business that brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Kelly Goldstein is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She has worked with Eagle Strategies since 2021 and previously spent three years at Steve Griffin CPA. Outside of advising, she is an investor in Zulu Pods, an aerospace company focused on lubrication delivery solutions. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.