Indianapolis, IN Office

Jennifer Lane is a financial advisor with Eagle Strategies (NY Life) based in Indianapolis, IN, holding a Series 66 designation and 12 years of industry experience. She has been with Eagle Strategies since 2018 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2008. Outside of her advisory work, she volunteers at Westfield Sheds, assisting customers with product information and purchase decisions. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily through non-discretionary asset management and tailored recommendations aligned with client objectives and plan sponsor criteria.

Jack Davis is a financial advisor with Eagle Strategies (NY Life) in Indianapolis, IN. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Eagle Strategies in 2026, he worked with Nylife Securities LLC and New York Life Insurance Company. His background also includes roles in education and consulting. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a focus on managing a significant portion of assets on a non-discretionary basis.

Brandon Kohnen is a financial advisor with Eagle Strategies (NY Life) in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has worked with Nylife Securities LLC since 2011 and New York Life Insurance Company from 2011 to 2023. Outside of his advisory role, Kohnen is an ordained minister in Arizona and officiates weddings. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and 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.