West Baraboo, WI Office

Jonathan Mead is a financial advisor with Eagle Strategies (NY Life) in W Baraboo, WI, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been affiliated with Eagle Strategies and related New York Life entities since 2016 and operates Firm Foundation Wealth & Retirement Solutions, LLC. Outside of his advisory work, Mead owns JGM Consulting, LLC, through which he provides advice to escape room business owners based on eight years of experience as an investor in this sector. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Darren Schwinefus is a financial advisor with Eagle Strategies (New York Life) who holds the Series 63 and Series 66 designations and has 16 years of industry experience. He has been associated with Eagle Strategies since 2015 and founded Firm Foundation Wealth & Retirement Solutions, LLC in 2017. Schwinefus serves as a board member for Community Christian School, participating in monthly meetings to review budgets and provide support. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.