Vinton, VA Office

Wesley Brugh is a financial advisor with Eagle Strategies (NY Life) in Vinton, VA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Generational Financial Partners LLC, The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a basketball coach with Botetourt County Parks and Recreation and serves on the board of the Roanoke Rescue Mission Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutions, and plan sponsors. The firm delivers advice through various program types, emphasizing tailored solutions and manages the majority of its assets on a non-discretionary basis.

Gretchen Beedle is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 credentials. She has nine years of industry experience, including roles at The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Beedle serves on the board of the Community Foundation Serving Western Virginia and is active as Vice President of the Shenandoah Club and as a volunteer chair for a local museum fundraising luncheon. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types, including fee-based advice and retirement plan consulting, with the majority of its assets managed on a non-discretionary basis.

Crystal Knuttgen is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. She has nine years of industry experience, including roles at The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as a board member and Membership Chair for the Roanoke chapter of Femcity. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, focusing primarily on non-discretionary asset management and working closely with institutional plan sponsors.

Bryan Zimmerman is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has two years of industry experience and has worked at NYLIFE Securities LLC and New York Life Insurance Company since 2024. In addition to his financial services career, he has been involved with Willis Welding and Machine since 2014 and previously worked for Roanoke County Public Schools for 17 years. 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 advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

John Conner is a financial advisor with Eagle Strategies (NY Life) in Vinton, VA, holding Series 63 and Series 66 credentials and with 13 years of industry experience. He has been affiliated with New York Life and its related entities since 2013 and operates The Conner Group, which focuses on selling New York Life products and services. 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 offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Jacob Beekman is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and six years of industry experience. He has worked at several firms including Fidelity Investments and Edward Jones. Outside of his advisory role, he is also licensed as an insurance broker, brokering non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, managing a significant portion of assets on a non-discretionary basis.