Edina, MN Minnesota Drive Office

Joshua Batalden is a financial advisor with Eagle Strategies (New York Life) based in Edina, MN. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been associated with Eagle Strategies and its affiliated entities since 2013 and also operates under the names Veritas Financial Strategies, LLC and Mahoney Financial Organization, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Courtney Ruiz is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has also been associated with Veritas Financial Strategies, LLC and New York Life Insurance Company in various roles. Outside of her advisory work, Ruiz serves as an election judge in Washington County, supervising elections to ensure fairness. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Craig Roslien is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, including longstanding roles at New York Life Insurance Co. and Nylife Securities Inc. Craig is also involved with the Roslien family farm outside of his advisory work. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Corrie Haux is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. She has 25 years of industry experience, including over two decades with New York Life Insurance Company. Haux has been with Eagle Strategies since 2019 and has concurrent roles within New York Life entities dating back to 2000. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within a structure integrated with New York Life affiliates.

Ashish Tomar is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has operated under the DBA Akshya Financial, focusing on selling New York Life products and brokering non-registered insurance products. Tomar’s career includes roles at Wealth Transformations LLC and Tomar & Associates. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Patrick Lang is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2014. Outside of his advisory role, Lang is also involved in selling non-New York Life insurance products. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

David Duchene is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) based in Edina, MN, with 33 years of industry experience. He has been with Eagle Strategies since 2013 and has maintained a continuous association with New York Life Insurance Co. and Nylife Securities Inc. since 1993. He is also an investor in an insurance-related holding company. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes personalized recommendations and provides various advisory programs, including retirement plan consulting and co-advisory relationships, with most assets managed on a non-discretionary basis.

Taylor Thompson is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Merrill Lynch Wealth Management, and United Parcel Service. 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 the majority of its regulatory assets on a non-discretionary basis.

Lee Kitzenberg is a financial advisor with Eagle Strategies (NY Life) in Edina, MN. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life and its affiliated entities since 2003. Outside of his advisory work, Kitzenberg volunteers annually for the Minnesota Medical Foundation winefest event. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, including fee-based hourly advice and retirement plan consulting, with a primary focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Jacqueline Boldt is a financial advisor with Eagle Strategies (New York Life) based in Edina, MN, holding Series 63 and Series 66 licenses and having one year of industry experience. She has held roles at several affiliated firms including NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory work, she has been involved with Live and Love Studios, LLC since 2007. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable entities. The firm offers financial planning, investment management, and retirement-plan advisory services primarily through a network of affiliated representatives, emphasizing tailored recommendations and managing most assets on a non-discretionary basis.

Brian Craig is a ChFC® with 17 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life), where he has worked since 2014, and has prior experience with New York Life Insurance Company and NYLife Securities LLC dating back to 2009. He is also a passive investor in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Terry Lewis is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and operates under the DBA Veritas Financial Strategies, LLC, where he brokers non-registered insurance products. His career includes longstanding roles with New York Life and its affiliates since 1980. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works extensively with retirement plan sponsors and corporate clients.

Ryan Utecht is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Promus Financial Group, LLC since 2021 and has been affiliated with Eagle Strategies and New York Life since 2018 and 2009, respectively. He also owns Utecht LLC, an investment-related business. 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 advisors. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.