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Ashley V

Series 63, Series 66

Saratoga, WY

Eagle Strategies (NY Life)

Ashley Vondra is a financial advisor with Eagle Strategies (NY Life) based in Saratoga, Wyoming, holding Series 63 and Series 66 credentials and has 11 years of industry experience. She has been affiliated with New York Life Insurance Company and its related entities since 2015 and currently operates Momentum Capital Group, LLC. Vondra serves as a board member for the Olivia Caldwell Foundation, a nonprofit that raises funds for pediatric cancer research. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse clientele including individual investors, institutional sponsors, and corporate clients. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated structure involving insurance and annuity products.

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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Will F

Series 66

Saratoga, WY

Edward Jones

Will Faust is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is a part owner of Emory River Land Company, a land management business in Knoxville, Tennessee, though he is not involved in its daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and products, operates under a fiduciary standard, and is noted for its extensive retail advisor and branch network.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Randi M

Series 66

Saratoga, WY

Edward Jones

Randi Mc Cargar is a financial advisor with Edward Jones in Saratoga, Wyoming. She holds a Series 66 designation and has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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