Grand Rapids, MI Bridge Street North West Office

Jared Stauffer is a CFP® professional with 24 years of experience in the financial services industry. He has been with Eagle Strategies (NY Life) since 2006 and holds registrations with Nylife Securities LLC and New York Life Insurance Company since 2002. He is based in Grand Rapids, MI. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored recommendations through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

John Kirchhoff is a financial advisor at Eagle Strategies (New York Life) with four years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2021. Prior to entering financial services, he worked in education at Grand Valley State University and Grandville Public Schools. Kirchhoff is also the owner of a financial services-related business. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and fiduciary responsibilities, managing a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cavan Cotter is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, Cotter worked with NYLIFE Securities LLC and New York Life Insurance Company, among other positions in various industries. Eagle Strategies serves a broad range 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 and manages the majority of its assets on a non-discretionary basis.

Brayden Horn is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Western & Southern Life and W&S Brokerage. 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’s approach emphasizes tailored recommendations delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Jordan Fairbanks is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Jordan has worked with Eagle Strategies since 2013 and has prior experience at 2M Financial Group, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Craig Potter is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding the ChFC® designation and Series 63 license. He has 19 years of industry experience, having worked with Eagle Strategies since 2016 and with NYLIFE Securities LLC and New York Life Insurance Company since 2007. 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 recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Vincent Spaniolo is a financial advisor with Eagle Strategies (NY Life) based in Grand Rapids, MI, holding a Series 63 designation and 28 years of industry experience. He has been affiliated with New York Life Insurance Co since 2015 and with Eagle Strategies LLC since 2009. Spaniolo serves as a board member for the Grand Valley State University Seidman Finance Department Advisory Board. Eagle Strategies serves a diverse group 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 offers multiple program types and emphasizes tailoring recommendations to client objectives, primarily managing assets on a non-discretionary basis.

Paige Van Vliet is a financial advisor at Eagle Strategies with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Generation Three Financial, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of her advisory role, she is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services and emphasizes tailoring recommendations to client objectives through a range of program types.

Benjamin Fisher is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with New York Life and affiliated entities since 2004 and currently operates under Prosper Financial Group. Fisher serves on the community and governing boards for the nonprofit Ele's Place West Michigan and is a director of NAIFA Michigan. He also teaches Faith Formation for St. Robert of Newminster Catholic Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs including fee-based advice and retirement plan consulting, focusing primarily on non-discretionary assets and maintaining fiduciary responsibilities to plan sponsors and investors.

Eric Deems is a financial advisor with Eagle Strategies (New York Life) based in Grand Rapids, MI, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Wells Fargo Clearing, Oppenheimer, and Merrill. In addition to his advisory career, he owns and operates a small manufacturing business specializing in aluminum products for sporting goods and hunting equipment. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Michael Denton is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and has worked at NYLife Securities LLC and New York Life since 2010. Outside of advising, Denton serves as treasurer-secretary for a local business networking group. Eagle Strategies serves both individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.