Lubbock, TX Office

Team
Updated today
Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management and retirement-plan advisory services through a large network of affiliated investment adviser representatives. Its filings and brochure describe work with individual investors, defined contribution and defined benefit plans, charitable and corporate clients, and note the firm’s role providing advisory services tied to insurance and annuity products.

The firm delivers advice and implements solutions through multiple program types — including financial plans, fee-based hourly advice, retirement plan consulting (CP and EIMP), co‑advisory relationships with third‑party managers, and the New York Life Premier Advisory Variable Annuity — and it emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria. Eagle reports that the vast majority of its regulatory assets under management are non‑discretionary (about $30.3 billion of $32.0 billion as of December 31, 2025), and it describes fiduciary responsibilities to Retirement Investors under PTE 2020‑02 when making plan and rollover recommendations.

Noteworthy for an enterprise adviser, Eagle’s asset base is overwhelmingly managed on a non‑discretionary basis and its filings indicate relationships with a wide range of institutional sponsors, which the firm treats differently than typical retail business. The firm also operates within an integrated New York Life affiliate structure — with advisors also licensed as insurance agents and NYLIAC issuing the Advisory VA — and its regulatory disclosures describe prior SEC action regarding mutual fund share‑class conflicts and subsequent changes to disclosures and share‑class handling.

Based on Eagle Strategies (NY Life)

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Based on Eagle Strategies (NY Life)

Occupation focus

Founder/Business Owner Executive

Based on Eagle Strategies (NY Life)

Location

6121 79th St, Unit B 104

Lubbock TX 79424

Advisors at this office

4

Advisors at this office

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Jayci G

Series 63, Series 65

Lubbock, TX

Eagle Strategies (NY Life)

Jayci Goodlett is a financial advisor with Eagle Strategies (NY Life) in Lubbock, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with Eagle Strategies since 2020 and previously at Alpha Capital Strategies. Outside of her advisory role, she owns and manages a farm, involving daily animal care and garden cultivation. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services primarily through non-discretionary accounts. The firm operates within the New York Life affiliate structure, offering tailored recommendations across various program types including fee-based advice and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Riley R

Series 66, Series 63

Lubbock, TX

Eagle Strategies (NY Life)

Riley Reagor is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has five years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life, as well as earlier experience outside the financial sector at Reagor Dykes Auto Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Diana J

Series 63, Series 65

Lubbock, TX

Eagle Strategies (NY Life)

Diana Jimenez is a financial advisor with Eagle Strategies (NY Life) in Lubbock, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at NYLIFE Securities LLC and New York Life Insurance Co since 2020 and more recently at Firm Foundation Wealth & Retirement Solutions LLC. Jimenez is active in community service as an officer and Regent of the Francis Rainey Chapter of The National Society of the Daughters of the American Revolution, a civic organization focused on historic preservation, education, and patriotism. 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 multiple program types tailored to client objectives, with a majority of assets managed on a non-discretionary basis and a focus on retirement investors and fiduciary responsibilities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Richard D

Series 63, Series 66

Lubbock, TX

Eagle Strategies (NY Life)

Richard Darling is a financial advisor with Eagle Strategies (New York Life) based in Lubbock, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with New York Life and its affiliated entities since 2002. Outside of his advisory role, he is involved in insurance brokering for non-registered products and retains ownership of mineral rights. 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 tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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