Sandy, UT Office

Matthew Stewart is a financial advisor with Eagle Strategies (NY Life) based in Sandy, Utah. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance. He has invested as a lender in a short-term promissory note for Element Solar LLC. Eagle Strategies serves a broad client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

John Nebeker is a financial advisor with Eagle Strategies (NY Life) and has 21 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at NYLIFE Securities and New York Life since 2004, and he operates multiple related entities focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services, providing tailored advice through a broad network of affiliated representatives. The firm manages a substantial asset base primarily on a non-discretionary basis and works with individual investors, institutional plans, and corporate clients within an integrated New York Life affiliate structure.

Timothy Jaggi is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 21 years of experience in the industry, with a career spanning roles at NYLIFE Securities Inc. and New York Life insurance since 2004. In addition to his advisory work, he is involved in insurance brokering and holds a shareholder role at NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of advisory services such as financial planning, retirement plan consulting, and investment management, with an emphasis on tailored solutions and primarily non-discretionary asset management.

Kiri Pullan is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has eight years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. In addition to her advisory work, she operates a freelance wedding and portrait photography business. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services tailored to individual investors, institutional clients, and plan sponsors.

Michael Reese is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he serves as the public announcer for Lone Peak High School Football and is a volunteer bishop for a local church ward. Eagle Strategies serves a diverse 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, with most assets managed on a non-discretionary basis and a significant focus on retirement investors.

Stephen Campbell is a financial advisor with Eagle Strategies (New York Life) based in Sandy, Utah. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a timing official for the Utah High School Cycling League. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Carter Colton is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Anthony Taylor is a financial advisor with Eagle Strategies (NY Life) based in Sandy, Utah. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Taylor has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1998 and operates under the DBA Taylor’d Financial, brokering non-registered insurance products. He also invests personally in cryptocurrency and holds passive investment roles in NYLARC Holding Company Inc. and Reef Capital Partners LLC. 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 advisers. The firm delivers tailored advice across multiple program types, with a significant focus on non-discretionary assets and relationships with various institutional sponsors within an integrated New York Life structure.