Overland Park, KS Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

6

Of 2,492 advisors across 960 offices

Location

7101 College Blvd, Suite 1400

Overland Park KS 66210

Advisors at this office

6

Advisors at this office

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Christian C

ChFC®, Series 63

Overland Park, KS

Eagle Strategies (NY Life)

Christian Crumpacker is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with Eagle Strategies (NY Life) since 2025. He has been associated with New York Life and Nylife Securities LLC since 2009. Outside of his advisory role, Crumpacker volunteers as a committee member for Scouting America’s Heart of America Council. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets 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
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Jerry M

Series 63, Series 66

Overland Park, KS

Eagle Strategies (NY Life)

Jerry Mckinney is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Eagle Strategies since 2012 and has worked concurrently with NYLIFE Securities LLC and New York Life Insurance Company since 1996. Outside of his advisory role, he owns Raiderduck LLC, a venture developing alternative analytics for resume and candidate searches on major job platforms. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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

Series 65, Series 63

Overland Park, KS

Eagle Strategies (NY Life)

Li Xing is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been associated with NYLIFE Securities LLC and New York Life Insurance since 2015 and joined Eagle Strategies LLC in 2026. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers tailored advice through various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

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

Series 66

Overland Park, KS

Eagle Strategies (NY Life)

Steven Enna is a financial advisor with Eagle Strategies (NY Life) in Overland Park, KS, holding a Series 66 designation and three years of industry experience. He operates under the DBA Enna and Associates, focusing on selling New York Life products and services. Additionally, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets 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
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Jacob S

Series 63, Series 66

Overland Park, KS

Eagle Strategies (NY Life)

Jacob Schmitz is a financial advisor with Eagle Strategies (New York Life) based in Overland Park, Kansas. He holds Series 63 and Series 66 licenses and has four years of industry experience. Jacob is a founding board member of the Young Catholic Professionals Kansas City chapter, where he mentors the leadership team. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisor representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a broad range of clients including plan sponsors and individual investors.

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

Series 63, Series 65

Overland Park, KS

Eagle Strategies (NY Life)

Richard Enna Jr. is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Enna and Associates since 2019 and previously led R. J. Enna & Associates Financial Group from 2001 to 2019, while maintaining positions with Nylife Securities Inc. and The New York Life Insurance Company since 1995. Outside of his advisory role, Enna serves as a varsity boys soccer coach at St. James Academy and participates on the Finance Council and Investment Committee for the Archdiocese of Kansas City in Kansas. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services integrated with insurance and annuity products. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

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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