Roseville, CA Office

Patrick Haggerty Jr. is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Inc., and he is currently associated with Harborpoint Financial & Insurance Services and Capital Edge Insurance & Financial Services, Inc. Outside of financial advising, he competes part-time on the Professional Bowlers Tour at regional and national levels. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of advisors, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Kevin Remme is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has recently begun his career in the industry, with prior experience in construction-related roles. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria and manages most assets on a non-discretionary basis.

Jennifer Kyle is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes roles at Farmers Financial Solutions, Farmers Insurance, and Nationwide Insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis through its integrated New York Life affiliate structure.

Blaine Johnson is a financial advisor with Eagle Strategies (New York Life) in Roseville, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Eagle Strategies since 2021 and operates his own business, Blaine K. Johnson Financial and Insurance Services, since 2017. Johnson is also involved in insurance brokering for non-registered products and serves as a passive investor with NYLARC Holding Company, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Joseph Natuzzi is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at Eagle Strategies LLC since 2018 and has been associated with New York Life Insurance Company and Nylife Securities LLC since 2011 and 2012, respectively. 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 a variety of program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Crystal Kanada is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at Eagle Strategies since 2025 and has longstanding roles with Capital Edge Insurance & Financial Services, Nylife Securities LLC, and New York Life Insurance Co. Outside of her advisory work, she is involved in insurance brokering and retirement planning through her ownership of Capital Edge Insurance & Financial Services. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple advice programs with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria, managing the majority of regulatory assets on a non-discretionary basis.

Steven Morgan is a financial advisor with Eagle Strategies (New York Life) based in Roseville, CA, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been affiliated with New York Life Insurance and Nylife Securities Inc. since 1998. He is involved with the Orangevale-Fair Oaks Community Foundation, overseeing volunteer projects in his community. 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 emphasizes tailored solutions and manages a substantial portion of its assets on a non-discretionary basis, with a focus on both individual investors and institutional sponsors.

Cameron Lagala is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His work history includes roles at Caduceus Financial & Insurance Services and J. Lens Financial & Insurance Services, alongside his ongoing affiliation with Eagle Strategies and New York Life. Additionally, he is involved in real estate consulting focused on property development and entitlement processes aimed at resale. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a broad 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 investors and plan sponsors within an integrated New York Life affiliate structure.

Judi Gordon is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Eagle Strategies, she was affiliated with NYLife Securities, LLC and New York Life Insurance Company. Outside of her advisory role, Gordon serves as a board member and treasurer for the Experimental Aircraft Association Hangtown Chapter 512 and works as a ground school flight instructor through Juliet Golf Aviation. 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 advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kelly Kaneski is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding the ChFC® designation and Series 63 and 66 licenses. She has 27 years of industry experience, including roles at Mahoney Financial Organization and New York Life, where she has been associated since 1998. Outside of her advisory work, Kaneski volunteers with the American River Parkway Foundation’s Summer Solstice committee, which focuses on fundraising to maintain local recreational trails. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

David Agee is a financial advisor with Eagle Strategies (New York Life) based in Roseville, CA. He holds Series 63 and Series 65 licenses and has 25 years of experience in the industry. His career includes roles at New York Life since 2001, and he owns Brent Agee Financial and Insurance Services as well as Harborpoint Financial & Insurance Services. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, 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.

Roberto Hernandez is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience and a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Hernandez volunteers as a basketball coach, serves as a commissioner on the Economic Development Commission in Vallejo, and is an author of a faith-based motivational book. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Ash is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Camlin Steel and Center Unified School District. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

William Hagerty is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked with Eagle Strategies since 2000 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since the mid-1990s. Hagerty serves as a board member for the Children's Miracle Network at UC Davis Children's Hospital, where he assists with networking-event planning and coordination. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lynzie Wolters is a ChFC® credentialed financial advisor with 13 years of industry experience, currently with Eagle Strategies (NY Life). She has worked at Eagle Strategies since 2020 and has held roles at Capital Edge Insurance & Financial Services, NYLIFE Securities, LLC, and New York Life Insurance Company since 2013. Outside of her advisory work, she volunteers with several nonprofit organizations supporting law enforcement, firefighters, and their families. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.