Tulsa, OK E 61st Street Office

Michael McConnell is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds the ChFC® designation and the Series 63 license, and has 36 years of industry experience. McConnell has worked with Eagle Strategies since 2008 and is also associated with New York Life Insurance Company and Nylife Securities Inc. since 1989. He operates a business under the name Financial Diagnostics Group to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a broad mix 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 non-discretionary asset management, particularly for institutional sponsors, within an integrated New York Life affiliate structure.

Randall Smith is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Nylife Securities LLC, New York Life Insurance Co, and Integrated Financial Resources, Inc. Smith is also a member of RRJ Sand Company LLC, a sand mining business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers tailored advice across various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Vickie Ford is a financial advisor with Eagle Strategies (NY Life) in Tulsa, OK, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. She has been with Eagle Strategies since 2024 and also operates Financial Diagnostics Group, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Isaac Scheper is a financial advisor at Eagle Strategies (New York Life) based in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Prior to his advisory roles beginning in 2024, he was involved with Silverline Trailers starting in 2021. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, operating primarily with non-discretionary assets within an integrated New York Life affiliate structure.

Trevor Fridell is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Northwestern Mutual and New York Life. Outside of advising, he owns an RV rental business serving families at campgrounds. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of advisers, emphasizing tailored solutions and fiduciary responsibilities primarily within a non-discretionary asset management framework.

Eric Mcelmeel is a financial advisor with Eagle Strategies (New York Life) in Tulsa, OK, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life and Nylife Securities LLC since 2010. 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 investment adviser representatives. The firm offers various program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.