Eugene, OR Office

Alexander Schwarte is a financial advisor with Eagle Strategies (NY Life) based in Eugene, OR, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked with Eagle Strategies since 2020 and operates under the Robison Financial Group name to service insurance and financial product clients. Prior to his financial career, he was involved with the University of Oregon Football Program from 2016 to 2018. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives, managing a majority of assets on a non-discretionary basis and working within the New York Life affiliate structure.

Raymond Lemke is a financial advisor with Eagle Strategies (NY Life) based in Eugene, OR. He holds Series 63 and Series 65 designations and has 43 years of industry experience, including long tenures with Nylife Securities Inc. and New York Life Insurance Company. He serves on the board of the Bethesda Church Foundation. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Rory Robison is a CFP® professional with 26 years of industry experience, currently serving with Eagle Strategies (NY Life) since 2008. He has maintained a long-standing affiliation with New York Life starting in 1999. Outside of his advisory work, Robison serves on the boards of Bushnell University and Relief Nursery, both nonprofit organizations in Eugene, OR. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jesse Howes is a financial advisor with Eagle Strategies (NY Life) in Eugene, Oregon. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His career includes long-term roles at New York Life Insurance Company and Nylife Securities since 2005, as well as operating Howes Financial since 2023. Eagle Strategies serves a diverse clientele 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, primarily through non-discretionary asset management and tailored advisory solutions linked to insurance and annuity products.

Curtis Rasmussen is a financial advisor with Eagle Strategies (NY Life) in Eugene, OR, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of his advisory role, he volunteers with the Eugene Relief Nursery, an organization providing education and respite care for families at risk of neglect or abuse. Eagle Strategies serves a broad range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis, working extensively with retirement investors and institutional plan sponsors within an integrated New York Life affiliate structure.

Jane Fruin is a financial advisor with Eagle Strategies (NY Life) in Eugene, OR, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has worked at Sperix Financial Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she serves as president of Plain Janes, a small retail business, and is involved in motivational speaking to Christian women’s retreats and service organizations. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.