Denver, CO 2000 S Colorado Blvd Tower 2, Suite 1100 Office

Todd Miller is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked with NYLIFE Securities, LLC and New York Life Insurance since 2016 and is currently affiliated with Greenstone Financial LLC. Miller serves on the board of directors for the Colorado chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria and primarily manages assets on a non-discretionary basis.

Myra Donovan is a financial advisor with Eagle Strategies (New York Life) based in Denver, CO. She holds a Series 63 designation and has 36 years of industry experience, including longstanding roles at New York Life Insurance Company and Nylife Securities Inc. since 1989 and 1990, respectively. In addition to her advisory work, she is active as an insurance broker appointed with outside carriers for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans, charitable organizations, and corporate entities.

Kathleen Phillips is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Five Peaks Capital Group LLC and AT&T, as well as teaching at Golden High School and the University of Colorado - Denver. Outside of her advisory work, she coaches volleyball at Dakota Ridge High School and The Edge Volleyball Club and serves on the board of the Rocky Mountain Alliance Children’s Foundation. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides multiple program types tailored to client objectives, with the majority of its regulatory assets managed on a non-discretionary basis.

Laura Littman is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and New York Life entities since 2025. Outside of her advisory work, Littman is involved with Westminster Presbyterian Church, where she preaches and leads worship services several times a year. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis, working with both individual and institutional clients.

Lawrence Nimbach is a CFA® charterholder with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Denver, CO. He has worked with Momentum Capital Group LLC and New York Life-affiliated entities since 2017, focusing on selling New York Life products and brokering non-registered insurance products. Nimbach operates Momentum Capital Group LLC as a DBA for these activities. Eagle Strategies serves individual and institutional clients by providing 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.

John Schweitzer Jr. is a financial advisor with Eagle Strategies (New York Life) based in Denver, CO, holding Series 63 and 65 licenses and bringing 13 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he is a fiction writer. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and a largely non-discretionary asset management approach.

Darin Swick is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Thrivent Financial, Prudential Insurance Company of America, and Principal Life Insurance Company. Outside of his advisory work, he is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within the New York Life affiliate structure.

David Hughes is a financial advisor with Eagle Strategies (New York Life) based in Denver, Colorado. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including long-term tenure with New York Life and its affiliated entities. He serves as a board member of Colorado CollegeInvest, an advisory position related to investment activities. 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 delivers tailored advice through various program types, emphasizing fiduciary responsibilities and managing a majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Brendan Morrison is a financial advisor at Eagle Strategies (NY Life) in Denver, CO, holding Series 66 and Series 63 licenses with six years of industry experience. His career includes positions at Blue Sky Wealth Group, NYLIFE Securities LLC, New York Life Insurance Co, and prior roles in the U.S. Census Bureau and the US Army National Guard. Morrison is involved in several nonprofit organizations serving the Denver community, including board roles with the Denver Indian Family Resource Center and the Native Futures Giving Circle, and he owns a professional networking and event business called Denver Socials. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Dilmurod Adkhamov is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes prior roles at Mutual of Omaha, Prudential Insurance Company of America, LPL Enterprise, and Transamerica Financial Advisors. In addition to his advisory work, he is involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Jacob Miller is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds the Series 66 designation and has one year of industry experience. Prior to his advisory role, he spent nine years at SolTerra Engineering, where he was a 50% owner, and served on the boards of two nonprofit organizations related to construction and materials certification. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Toria Troxel is a financial advisor at Eagle Strategies (NY Life) based in Denver, CO, with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including True Peak Partners LLC and Capital Edge Insurance & Financial Services, Inc. Troxel serves as a board member for several alumni and community organizations focused on Asian networks and education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Steven Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Denver, Colorado. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bluegreen Vacations, and Stratos Global. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

David Nader is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Labatt Food Service and the European Space Policy Institute. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Nicholas Park is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 66 and Series 63 licenses with eight years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.