Kingston, NY Office

Patricia Heslin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations and has 42 years of industry experience. She has worked with New York Life Insurance Company since 1983 and Nylife Securities LLC since 1984. Outside of her advisory role, she sells paintings and drawings as an owner of a small art business. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of advisory solutions, including fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on tailoring recommendations to client objectives.

Omero Catan IV is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 66 license, with 17 years of industry experience. He has been associated with New York Life and its affiliated entities since 2008. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.