Lake Stevens, WA Office

Jan Larsen is a ChFC® credentialed financial advisor with 38 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at multiple firms, including Larsen & Warren Financial Group LLC and Larsen Christopher Benefits Group. Larsen also owns and operates Larsen & Warren Financial Group LLC, which sells New York Life products. 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 tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Brett Bly is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He holds Series 63 and Series 65 licenses and has two years of experience in the financial industry. Prior to his current role, he worked at New York Life Securities and Westwood Mortgage. Eagle Strategies serves a broad mix 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 emphasizes tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships.

Kenneth Lane III is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with firms including Warren Lane Bly Financial and NYLIFE Securities LLC. Lane is also an insurance broker appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Jake Cameron is a Series 66-licensed advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He has been with Eagle Strategies and its affiliated entities since 2025. Prior to his financial advisory role, he worked at companies including Dexian, Collabera, Appen, and DocuSign, and attended the University of Washington. 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 a range of programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Douglas Warren is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has served in various roles since 2004 with New York Life Insurance Company and its affiliates, and currently operates under Larsen & Warren Financial Group LLC, where he brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.