Raleigh, NC Office

Kyle Scott is a financial advisor with Eagle Strategies (New York Life) based in Raleigh, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has four years of industry experience and has worked at several firms including New York Life Insurance Co. and GPAC. Outside of his advisory work, he is the owner of KTNDJE Publishing and an author of the book *Killing Chaos: Making Relationship Decisions That Lead to Less Drama*. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering solutions through multiple program types and emphasizing tailored recommendations to client objectives.

Maxwell Hoffman is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Fidelity Investments, and several other financial firms. 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 and emphasizes tailoring recommendations to meet client objectives and Plan Sponsor criteria.

Mary Leichliter Rice is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC, holding a Series 66 license and 16 years of industry experience. She has been associated with Eagle Strategies since 2011 and operates Triangle Wealthcare LLC, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexander Brese is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience. His career includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, Legacy Private Client Services, and Northwestern Mutual Investment Services, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors and institutional clients, emphasizing tailored recommendations and non-discretionary asset management within an integrated New York Life affiliate structure.

Thomas Schaffer is a financial advisor with Eagle Strategies (New York Life) in Raleigh, NC, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has been affiliated with New York Life Insurance Co. since 2007 and has operated Transitions Financial Strategies, LLC since 2014. Schaffer serves as a board member of the Financial Planning Association of the Triangle and the XPX of the Triangle, local professional organizations related to financial planning and business succession. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, corporate, charitable, and institutional clients. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Martin Green Jr. is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Eagle Strategies since 2016 and has affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to 1990. Outside of his advisory role, he is involved as a partner in two real estate partnerships in Raleigh. 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 emphasizes tailored recommendations and manages the large majority of its assets on a non-discretionary basis.

Melanie Price is a financial advisor with Eagle Strategies (NY Life) in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with New York Life Insurance Company and its affiliates since 2010. Price is also appointed with outside insurance carriers for brokering investment-related non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joshua Denney is a ChFC® and Series 63-licensed financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He has three years of industry experience, including positions at NYLIFE Securities and New York Life since 2022. Outside of his advisory work, Denney serves as a certified referee for the US Gaelic Athletic Association, volunteering at regional sports tournaments. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm works with individual investors, defined contribution and benefit plans, and institutional clients, emphasizing tailored advice and primarily managing assets on a non-discretionary basis.

Dale Berry is a ChFC® with 40 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Raleigh, NC. He has worked with Eagle Strategies since 2011 and has been associated with NYLife Securities LLC and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

Todd Purich is a financial advisor with Eagle Strategies (New York Life) based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Eagle Strategies since 1989 and operates a brokerage business, Legacy Private Client Services, focused on insurance brokering with various carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of investment adviser representatives. The firm offers tailored solutions across multiple program types and emphasizes non-discretionary asset management while working within an integrated New York Life affiliate structure.