Portland, OR Office

Sharon Gerlach is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding the ChFC® designation and securities Series 63 and 65 licenses. She has 26 years of industry experience, including prior roles at firms such as M Holdings Securities, Wells Fargo Clearing, and Northwestern Mutual Investment Management. She serves as a board member of her condominium homeowners association. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice using various program types and operates primarily with non-discretionary assets within an integrated New York Life affiliate structure.

Michael Bloomquist is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Cornerstone Wealth Strategies, NYLIFE Securities, New York Life Insurance Company, and UBS Financial Services. Eagle Strategies serves a diverse range 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 and emphasizes tailoring recommendations to client objectives, with a majority of its assets managed on a non-discretionary basis.

Ryan Myers is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Outside of his advisory role, he works part-time as a snowboard instructor at Mt Hood Meadows Ski Resort. 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 advisory programs tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Chad Bunger is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding the ChFC® designation and Series 63 license with 14 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life and its related entities since 2010. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, delivering financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Fulcher is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Fulcher has been with New York Life Insurance Co. since 1999 and joined Eagle Strategies in 2026. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations to meet client objectives, with most assets managed on a non-discretionary basis.

Robert Dcruz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Eagle Strategies since 2018 and with New York Life and Nylife Securities since 2009. Outside of his advisory work, he is a passive investor in Willamette Valley Vineyards, a winery in Oregon. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a notable focus on retirement plan clients and insurance-related advisory solutions.

Mark Lavalley is a financial advisor with Eagle Strategies (New York Life) based in Portland, OR, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Eagle Strategies since 2017 and has been affiliated with New York Life and NYLife Securities since 2012. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Ying Chen is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has worked with NYlife Securities LLC and New York Life since 2014 and currently operates Cornerstone Wealth Strategies LLC. Outside of advising, she is a notary public and a passive investor in Willamette Valley Vineyards, which provides her access to discounted wines and tastings. Eagle Strategies serves a diverse client base including individuals, institutional clients, and corporate plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities in retirement investing.

Reed Lindhe is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at Townepark and Oregon Trail Recovery. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis, working extensively with both retail and institutional sponsors.

Logwone Mitz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as prior experience with Lyft and World Ventures. Outside of his advisory work, he serves on the board of Financial Beginnings Oregon and participates in community organizations such as the Northwest Independent Baseball League and youth scholarship foundations. 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 and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Hannah Floom is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. She holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Eagle Strategies, she worked at CharaRx, LLC and ICON Medical Network. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

Kristoffer Preble is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2018 and previously with Crown Wealth Advisers and Cornerstone Wealth Strategies, LLC, which he owns and operates. Outside of his advisory role, Preble engages in cryptocurrency investing for personal use. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Kyrsten Schenck is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding the ChFC® designation and Series 63 license, with five years of industry experience. She has worked with Eagle Strategies LLC since 2026 and has been associated with NYLIFE Securities LLC and New York Life Insurance Co since 2021 and 2020, respectively. Outside of financial services, she is involved with Oregon Made Grub, LLC, a business she has been part of since 2014. 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 representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.