Cedar Rapids, IA Office

Kevin Lindblom is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, Iowa. He holds the ChFC® designation and Series 63 license and has 27 years of industry experience. He has been with Eagle Strategies since 2009 and Your Vision Financial Group since 2012. Outside of his advisory work, he serves as a board member and meeting leader for Right At Home, an organization providing in-home care for seniors and adults with disabilities. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored advice and mostly manages assets on a non-discretionary basis across various program types, including retirement plan consulting and solutions linked to insurance and annuity products.

Michael Poch is a financial advisor with Eagle Strategies (New York Life) based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, Poch worked with NYLIFE Securities LLC and New York Life Insurance Co. He also served the City of Cedar Rapids for eleven years. Outside of advisory work, he is involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations through multiple program types, with most assets managed on a non-discretionary basis.

John Shaw is a financial advisor with Eagle Strategies (NY Life) based in Cedar Rapids, IA. He holds a Series 66 designation and has three years of industry experience. Shaw also operates under the DBA Your Vision Financial Group, servicing clients with insurance and financial products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm emphasizes tailored recommendations and offers multiple advisory programs, with the majority of assets managed on a non-discretionary basis.

Scott Shaw is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, IA, holding the ChFC® designation and Series 63 license. He has 23 years of industry experience, including roles at Your Vision Financial Group, Kaestner-Shaw Financial Group, and New York Life. Shaw serves as a board member for the Benton Community School District. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Colton White is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and five years of industry experience. He has been affiliated with New York Life and its related entities since 2020 and has experience with Your Vision Financial Group. Outside of his advisory role, he volunteers as a part-time football coach at Coe College. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of programs tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Roger Carlson is a financial advisor with Eagle Strategies (NY Life) based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2016 and operates under the DBA Your Vision Financial Group to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.