Houston, TX Southwest Freeway Office

Travis Smith is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His career includes roles at Eagle Strategies, Nylife Securities LLC, The Menard Financial Group, and New York Life Insurance Company. He is also involved in insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advisory solutions through multiple program types and manages a significant portion of assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.

Robert Hodgkiss Jr. is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has longstanding ties to New York Life Insurance Company and its related entities since 2000. Outside of his advisory work, Hodgkiss serves as a board member for the American College Alumni Board and participates on the Greens Committee at Medinah Country Club. 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 emphasizes tailored recommendations, managing most assets on a non-discretionary basis and maintaining relationships with a broad range of institutional sponsors.

Isabelle Liu is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the PFS™ and Series 63 designations with five years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as prior experience with Belleview Consulting and John M. Thomas, P.C. She serves as an officer providing annual CPE training for the Houston Society of Chinese American CPAs and is a board member of the Nanjing University Alumni Association – Greater Houston. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a broad network of affiliated advisers. The firm provides multiple advisory programs tailored to client objectives and plan sponsors, with a significant portion of assets managed on a non-discretionary basis.

Osereme Okojie is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds the ChFC® designation and Series 63 license, and has 21 years of industry experience. In addition to his role at Eagle Strategies, he operates OKOJIE Strategic Financial Solutions, LLC, offering financial services including New York Life products and non-registered insurance products. 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 through various program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zarir Sethna is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked with Eagle Strategies since 2001 and operates under the DBA Sethna Financial Group, brokering non-registered insurance products alongside his advisory role. Sethna is also an investor in NYLARC Holding Co. Inc., which reinsures life insurance policy risks. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored recommendations and multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kristi Cain is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® and Series 63 designations and has 18 years of industry experience. Her career includes roles at New York Life Insurance Co and NYLIFE Securities, LLC, where she has worked since 2009. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Adedoyin Lawal is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at ExxonMobil Corporation for 25 years and spent two years at Rice University. Eagle Strategies serves a diverse range of individual and institutional clients, offering 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.

Miguel Delgado Rivero is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2016. Additionally, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Justin Williams is a financial advisor with Eagle Strategies (New York Life) based in Houston, TX. He holds the ChFC® designation and has five years of industry experience. Prior to his current role, he worked at Bayou Capital Strategies LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Additionally, he is appointed as an insurance broker for outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types within an integrated New York Life structure.

Christine Hoeller is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® designation and has 37 years of industry experience. Her career includes over two decades with New York Life and its affiliated entities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Jesal Patel is a financial advisor with Eagle Strategies (NY Life) based in Houston, Texas, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2010 and has been affiliated with New York Life and Nylife Securities Inc. since the early 2000s. Patel is a shareholder of NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing a significant portion of assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Dagon Garris is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Eagle Strategies since 2011 and maintains longstanding roles with Nylife Securities Inc. and New York Life insurance company, both since 2005. Garris serves as a member of the Rutgers School of Arts and Sciences Dean's Advisory Council, providing consultation and guidance to support the school’s mission and strategic goals. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pedram Kaivani is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been operating Kaivani Wealth Strategies, LLC since 2017 and has worked with Eagle Strategies since 2014, along with longstanding roles at Nylife Securities and New York Life Insurance Company. Outside of advisory work, he brokers non-registered insurance products through various outside carriers. 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 emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.