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Jacob B

Series 63, Series 65

Sioux Falls, SD

Eagle Strategies (NY Life)

Jacob Boom is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 63 and Series 65 designations and 12 years of industry experience. He previously worked with NYLife Securities LLC and New York Life Insurance Company and currently operates Boom Financial. Outside of his advisory role, he owns a custom leather goods business and is involved in a family funeral home business on a limited basis. Eagle Strategies serves a diverse client base including individuals and institutions, 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 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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Jason M

Series 63, Series 66

Sioux Falls, SD

Eagle Strategies (NY Life)

Jason Metzger is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2014 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 1997. Metzger serves as a board member of the Alaska Life Health Insurance Guaranty Association, participating in governance related to insurer insolvency protection. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, corporate and charitable clients, and retirement plans. The firm delivers tailored advice through multiple program types, emphasizing fiduciary responsibilities and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate 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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