Latham, NY Office

Raynard Gagnon Jr. is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his financial services career, he spent seven years at JDog Junk Removal. 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 offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Caleb Keysor is a financial advisor with Eagle Strategies (New York Life) based in Latham, NY, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior work includes roles at Naked Turtle and Foot Locker, and he has been affiliated with NYLIFE Securities LLC and New York Life since 2018. He has also been involved with Siena College since 2014. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Kenneth Shriver is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and has two years of industry experience. He previously worked at Datto, A Kaseya Company, from 2016 to 2023. 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 representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Jason Delaney is a financial advisor with Eagle Strategies (NY Life) in Latham, NY, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2008. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Jodi Herman is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY. She holds a Series 66 designation and has 12 years of industry experience, including prior roles at Raymond James Financial Services and Wealth Strategies Group. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working with both individual and institutional clients.

John Forte is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has worked with Wealth Strategies Group LLC and New York Life since 1987. Outside of his advisory role, Forte serves as a trustee and finance committee member at Corpus Christi Church, is a board member of the Reigniting Our Faith Foundation, and holds a board position at Utica University, including vice chairmanship of its audit committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and plan sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a predominantly non-discretionary basis within an integrated New York Life affiliate structure.

Justin Arnold is a financial advisor with Eagle Strategies (New York Life) based in Latham, NY. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Eagle Strategies and New York Life, he worked at Walmart DC and Albany Management. He is also involved with Love City Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various programs, including fee-based hourly advice and retirement plan consulting, with a focus on primarily non-discretionary asset management within an integrated New York Life affiliate structure.

Maram Nashar is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Her prior roles include positions at Tailored Wealth Solutions LLC and Tarella and Testa Financial Group. Nashar is also appointed as an insurance broker for non-registered insurance products and operates under the DBA Tailored Wealth Solutions for related business activities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services with an emphasis on tailored, primarily non-discretionary solutions integrated within the New York Life affiliate structure.

Edward Quimby IV is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and three years of industry experience. His work history includes roles at Eagle Strategies, Tailored Wealth Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he is employed as a crane operator at Burt Crane and Rigging. Eagle Strategies serves a diverse client base that includes individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm provides tailored advice delivered via multiple program types and manages a majority of its assets on a non-discretionary basis.

Phillip Mabey is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wealth Strategies Group and New York Life Insurance Company. Mabey serves as a board member for the Eastern NY Society of FSP and is also on the board of the Tri-Village Little League. 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 and Plan Sponsor objectives and manages a significant portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Autumn Sims is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. She has been associated with Eagle Strategies and New York Life since 2017 and operates under the DBA Wealth Strategies Group to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Scheidegger is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been associated with Eagle Strategies and Wealth Strategies Group since 2009, and with New York Life Insurance Company since 2000. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple programs, managing the majority of its assets on a non-discretionary basis.