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William M

Series 63, Series 65

Wenatchee, WA

Eagle Strategies (NY Life)

William Mc Nair is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked extensively within the New York Life affiliate structure and operates Draggoo Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base that includes individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets 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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Thomas K

Series 63, Series 65

Wenatchee, WA

Eagle Strategies (NY Life)

Thomas Krawczyk is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with New York Life Insurance Co. and Berkshire Hathaway HomeServices Jessup Real Estate. Outside of his advisory role, he teaches guitar lessons through his own business and serves as vice president of his homeowners association. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion 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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Travis G

Series 63, Series 65

Wenatchee, WA

Eagle Strategies (NY Life)

Travis Guzik is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Eagle Strategies in 2021, Guzik spent eleven years with Capital Group. He is also involved in insurance brokering, assisting with non-registered insurance products on a limited basis. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and advisory services with a focus on tailored solutions and predominantly non-discretionary asset management.

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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