Baton Rouge, LA South Acadian Thruway Office

Brett Hoeflich is a financial advisor with Eagle Strategies (New York Life) based in Baton Rouge, LA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages a significant portion of its assets on a non-discretionary basis.

Stuart Glasco is a ChFC® credentialed financial advisor with Eagle Strategies (New York Life) in Baton Rouge, LA, bringing 41 years of industry experience. He has been with Eagle Strategies since 2008 and has held concurrent roles at Nylife Securities Inc. and New York Life Insurance Company since 1984. Glasco is also appointed with various outside insurance carriers to broker non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its regulatory assets under non-discretionary arrangements.

John Hodgins is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding a Series 66 designation and having four years of industry experience. He has worked with Eagle Strategies since 2025 and concurrently with several New York Life affiliates since 2021. Prior to his current role, he was involved with Curbside Mid City, LLC from 2016 to 2021. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions delivered via multiple program types, and most of its assets under management are non-discretionary.

James Thom V is a financial advisor with Eagle Strategies (New York Life) based in Baton Rouge, LA. He holds the ChFC® and Series 63 designations and has 24 years of industry experience. He has worked with New York Life and its affiliates since 2002. In addition to his advisory role, he is a shareholder in NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lisa Vito is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. She holds Series 63 and Series 66 designations and has 30 years of industry experience. She has been with Eagle Strategies since 2011 and has worked at Nylife Securities Inc and New York Life Insurance Company since 2002. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

David Summers is a financial advisor at Eagle Strategies (NY Life) based in Baton Rouge, LA, with nine years of industry experience. His prior roles include positions at Dent Wealth Advisors and NYLIFE Securities LLC. Outside of his financial career, Summers is a church organist and choir director at St. Joseph Cathedral and teaches pipe organ lessons. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily offering non-discretionary asset management and tailored recommendations within an integrated New York Life affiliate structure.