Meet Our Company Team

 

EAGLE STRATEGIES PORTFOLIO DESIGN GROUP

Frederick E. Yates
Advanced Case Specialist
Fred joined New York Life in 2012 as a Large Case Specialist with responsibility for Advisor relationship and account business development. Before joining the Company, he worked at Barclays Capital as a Vice President within the Investment Banking Division. During his time at Barclays, Fred had a number of responsibilities, with a primary focus on developing relationships with institutional and high-net-worth clients while expanding the franchise in Latin America. He earned a BA from Rutgers and an MBA from Cornell University. Fred holds his FINRA Series 7 and 63 licenses.
 
Matthew Sola CFP
Advanced Case Specialist
Matthew Sola works with top investment producers on growing their practices and working on their largest client opportunities. He joined Eagle Strategies in 2009, bringing nineteen years of senior management and investment consulting experience. Before joining the Company, Matthew had a wealth management and planning practice at UBS, dedicated to fostering quality investment processes for entrepreneurs, nonprofit endowments, and professionals. While at Prudential Investments, he was general manager of marketing in a mutual fund joint venture in Japan. As a consultant, he worked with several wire house firms on their product lines in alternative investments, hedge funds, and private equity. Together, these experiences have provided Matthew with a deep and unique perspective on constructing client recommendations to meet a wide variety of client needs and market environments.
 
Andrea Sheikh CIMA, CFP, CAIA
Portfolio Specialist
Andrea joined New York Life in 2012 as a Portfolio Specialist for Eagle Strategies LLC. Prior to joining New York Life, Andrea served as a Consultant at Independent Portfolio Consultants located in Boca Raton, FL, working with Financial Advisors and their high-net-worth and institutional clients. Andrea has over nine years of investment experience. She earned her B.S. in Finance and Theology from Boston College and MBA from the University of Florida.


 
Daniel Beckworth CIMA
Portfolio Specialist
Daniel joined New York Life in 2012 as a Portfolio Specialist for Eagle Strategies, LLC. Prior to joining New York Life, Dan worked as a research analyst conducting due diligence on investment managers and mutual funds for Financial Advisors from Deutsche Bank, Oppenheimer & Co., Ryan Beck and Merrill Lynch. He has twenty years of experience working within the financial services arena and holds a B.S. in Finance from St. John's University, Jamaica NY. He is also an active member within the Investment Management Consultants Association.

 
Henry P. Kim
Portfolio Specialist
Henry joined Eagle Strategies as a Portfolio Specialist in 2012. He has been with New York Life for nearly four years and has fifteen years of industry experience, focusing for over three years on MainStay mutual funds distribution for third-party brokerage firms. His industry experience exhibits investment acumen, and he has a strong background of providing guidance and consultative investment strategies and solutions for financial advisors. Before joining the Company, he was an associate at UBS, where he evaluated and analyzed clients’ portfolios. In 2004, he joined Salomon Brothers, where he was responsible for distributing proprietary mutual funds and separately managed accounts. He began his career in 1999 with Bear Stearns Asset Management. Henry holds a B.S. in Economics from Cornell University and is FINRA Series 7, 63, and 65 licensed. He is currently a Level III candidate for the CFA Program.
Gabriel R. Bonebrake
Internal Consultant
Wealth Management

Gabriel joined New York Life in 2011, exclusively within Eagle Strategies Operations. During this time, he obtained his Series 7 and Series 66 licenses and currently holds 6 LOMA designations - AAPA, ACS, ALMI, ARA,AIRC and FLMI. He graduated from Kansas State University in 2009 with a Bachelor of Science degree with a dual major in Financial Services and Financial Controllership along with a minor in Economics.

Julia R. Jungen
Senior Associate,
Wealth Management

Julia joined New York Life in 2009. Before joining the Wealth Management team in late 2012, she was an Agent with New York Life and an Investment Adviser Representative with Eagle Strategies. She partnered with her father, Chairman’s Council Agent Michael Jungen, working with affluent retirees on investment management, retirement planning, and estate conservation needs. Julia graduated from the Wisconsin School of Business at the University of Wisconsin-Madison with a bachelor's degree in business ad-ministration. She holds FINRA Series 6, 7, 63, and 65 licenses and has successfully completed the CFP certification curriculum.

Joshua Griffin, CFA
Senior Associate,
Wealth Management

Joshua joined Eagle Strategies in 2011 after eight years in the asset management industry in various management roles. Before joining New York Life, Josh worked at Lord, Abbett & Co., where he implemented an international financial product line unique in the industry. He is a Chartered Financial Analyst and holds a BA in history from the SUNY College at Geneseo, an MA in history from the Maxwell School of Citizenship and Public Affairs at Syracuse University, and an MBA from the New York University Leonard N. Stern School of Business, where he graduated Beta Gamma Sigma with concentrations in quantitative finance and economics.

Timothy Lavino
Senior Associate,
Wealth Management

Tim joined New York Life in 2008. He has worked in the Eagle Strategies Operations group for the past several years in roles ranging from supervising the new account processing team, managing the Eagle Strategies contact center to, most recently, representing the operations team in the transition to the Envestnet asset management platform. He also worked in conjunction with the Sales and Large Case support teams to provide customized wealth management solutions to advisors and affluent clients. Tim is a 2013 Level III CFA candidate and will be sitting for the exam in June. Tim was recently profiled as an employee building leadership skills in the New York Life corporate newspaper. He graduated Summa Cum Laude from Manhattan College with a BA in finance and economics. Tim is FINRA Series 7, 24, and 66 licensed.

Advanced Planning Group
Brian Madgett, CLU®, ChFC®, leads the Advanced Planning Group. His considerable skills as a professional leader, trainer, presenter, and educator have provided him the opportunity to give more than 600 public seminars and create selected training and sales tools used nationally. Brian began his life insurance career as an agent in the Denver General Office in 1992. He qualified for Council and MDRT every full year as an agent including the prestigious Chairman’s Council. He also has served NYL as a Development Manager, Training Supervisor, Pacific Zone Life Product Consultant, and Zone Life Sales Officer. Brian earned a Bachelor of Science degree from John Jay College.
Alan Chew, JD, CPA, CLU®, ChFC®, supports the Chinese cultural market in his role as an Advanced Planning Consultant. He has been providing tax and consulting services to the financial services industry since 1995 with prestigious private sector companies and the U.S. Merit Systems Protection Board. Serving New York Life since 2004, he started his career as a Case Development Consultant with The Nautilus Group®. Alan holds a BBA with honors and a master’s degree in professional accounting from The University of Texas at Austin, and a JD, graduating cum laude, from Southern Methodist University. Alan is fluent in Mandarin and other Chinese dialects.
Dale T. Facey, JD, leads the New York Life Compliance Department at the Advanced Planning Group and The Nautilus Group. He emphasizes a consultative approach to compliance, working closely with agents and staff to find solutions addressing goals and objectives while meeting regulatory requirements and protecting the interests of all parties. Dale earned a BSBA in Human Resources Management from Western New England College in Springfield, MA, and his Juris Doctor from the Villanova University School of Law in Villanova, PA.
Gerry Gaeta, JD, MSFS®, supports the South Central Zone in his role as an in-house Advanced Planning Consultant. He has conducted seminars and educational programs for affluent and business owner clients and advisors throughout the country on trust, tax, charitable, asset protection, and investment related topics. Gerry earned his law degree from New York Law School.
Pete Gibbons, MEd, CLU®, ChFC®, LUTCF®, AEP®, supports the West Central Zone in his role as an in-house Advanced Planning Consultant. With more than 40 years in the industry, he has acquired a talent for communicating complex information to agents, their clients and advisors. Pete earned his BBA and MEd from the University of Memphis, and taught LUTC and CLU® classes for more than 20 years. He is currently a national board member for the National Association of Estate Planners and Councils (NAEPC).
J.D. Harness, JD, an Advanced Planning Consultant, serves on the Agent Development Team. Along with preparing case analyses for high net worth individuals and business owners, he supports specialized projects for NYLIC U, and is a fundamental member of the Coaching Series; a proprietary program for select agents to learn how to build trust and credibility with high net worth individuals and business owners. J.D. started with New York Life in 2000 at The Nautilus Group. In the very early days of J.D.’s career, he was a Tax Auditor for the Internal Revenue Service. J.D. earned his law degree from the University of Houston and his B.B.A. in finance from the University of Texas at Austin.
Jeff Hatchman, JD, MSFS®, MBA, MSM®, CLU®, ChFC®, CFP®, FLMI®, CASL®, RICP®, AEP®, is the Advanced Planning Consultant for the Northeastern Zone. He has served New York Life and its agents since 1975 in various capacities. His experience, advanced education, and keen business acumen impart him with a vastly broad and thorough knowledge of this industry and other relevant areas. Jeff is a graduate of the University of California at Irvine, and has an MBA degree from the University of Southern California. He received his law degree from Loyola Law School and his Masters of Science in Financial Services and Masters of Science in Management from the American College. Jeff is a member of the California and Texas State Bars, the Society of Financial Service Professionals, and the Association of Advanced Life Underwriters.
Jeanmarie Holm, JD, is a manager at the Advanced Planning Group. She oversees the team of advanced planning professionals on the Case Design Team. Jeanmarie joined New York Life in 2009 with more than 23 years of experience in estate planning, business planning, executive benefits, and qualified and charitable planning. Jeanmarie has been a featured speaker at industry sponsored meetings and has been published in The Journal of Financial Service Professionals. She received her Bachelor of Arts degree in Political Science, graduating cum laude, from Ramapo College in Mahwah, NJ, and earned her JD from Western New England College School of Law in Springfield, MA, where she served as the Research Editor of the Law Review.  
Greg Holmgren, CLU®, ChFC®, is the Advanced Agent Development Officer for New York Life. He leads a team that works with top agents, their clients and their clients’ advisors, to enable those clients to achieve their specific financial goals and solve related obstacles. He speaks to groups around the country about financial strategies and key planning issues that impact their lives. With more than 31 years of insurance industry experience, 28 of which in the employ of New York Life, he brings a wealth of applicable knowledge to every situation. Greg holds a B.A. degree from Wheaton College in Wheaton, Illinois.
John Irvin, CLU®, ChFC®, CPA, serves on the Advanced Planning Analytics Team. He is dedicated to helping agents understand complex legal and financial techniques that may help clients accomplish personal and financial goals. John has an extensive professional background in corporate and personal taxation and debt restructuring. With more than 23 years at New York Life, he has had the opportunity to work closely with the best agents in the industry. John graduated from Mississippi State University.
Mark Jansen, JD, CPA, CLU®, ChFC®, is the Advanced Planning Consultant for the South Central Zone. With 23 years in the financial services industry, Mark brings a creative and comprehensive approach to using insurance products in estate and business planning. He is known for his teaching and conversational style of presentation. Mark graduated cum laude from the University of Minnesota Law School.
Bruce Kardon, JD, CLU®, ChFC®, serves on the Agent Development Team at the Advanced Planning Group. He leads the Coaching Series, a proprietary program for select agents to learn how to build trust and credibility with high net worth individuals and business owners. Bruce joined New York Life in 2004. He received his Bachelor’s degree from UCLA, majoring in psychology and political science, and his JD from Southwestern University School of Law in Los Angeles.
Jack Loney, JD, CLU®, CFP®, is an Advanced Planning Consultant for the West Central Zone. His training, education and experience in the areas of estate, business, charitable and retirement planning, including an extensive knowledge of insurance and investment products, provide him with a strong foundation to conduct a number of continuing education classes for financial planners and insurance agents. Jack earned Bachelor of Science degree in education from Northwest Missouri State University, where he majored in social sciences, and a JD from Drake University Law School in Des Moines, Iowa.
Nick Martin, CLU®, ChFC®, MSFS®, supports the Northeastern Zone in his role as an in-house Advanced Planning Consultant. A specialist in advanced solutions and illustration design, he has been in the industry since 1984, and a New York Life employee since 1999. Nick’s thorough understanding of sophisticated insurance solutions derives from his years as a Field Agent, Life Product Consultant, as well as from managing the NYL FTIS Professional and PCS Hotlines in Reno. He earned a bachelor’s degree in political science from Xavier University in Cincinnati, Ohio.
Lillie Nkenchor, JD, supports the Pacific Zone in her role as an in-house Advanced Planning Consultant. She has written numerous publications for various insurance and legal communications. Lillie serves on several committees dedicated to trust and tax planning. She is currently the President of the National Bar Association’s Tax Section. Lillie obtained her B.S. in Public Health/Biology from Rutgers University and her JD from Seton Hall University School of Law.
Geoff Pfeiffer, JD, CLU®, ChFC®, AEP®, FLMI®, supports the South Central Zone in his role as an in-house Advanced Planning Consultant on the Case Design Team. His areas of experience and knowledge include estate planning, executive benefit plans, and business exit strategies. Geoff is active in industry organizations, including General Agents and Managers Association, NALU, NAIFA, and NAECP. He served as a member of the National Board for the Society of Financial Services Professionals and was President of the Greater Phoenix and Rocky Mountain chapters. Geoff obtained his B.B.A. from the University of Cincinnati and his JD from Cincinnati Law School.
Rick Popper, JD, is an Advanced Planning Consultant for the West Central Zone. With 20 years of industry related experience, Rick’s past professional experiences as a practitioner, consultant, and business owner allow him to bring a unique perspective to his agents and their clients. Rick is a graduate of Auburn University and received his JD from the University of Mississippi.
Kelli J. Stiles, JD, CPA is an Advanced Planning Consultant for the Pacific Zone. With 20 years of experience working with financial advisors and their clients, her knowledge is vast, but is certainly not trumped by the ease at which she is able to build relationships and gain the trust of her agents and clients. Kelli obtained her B.A. in both Accounting and Economics and Finance from Missouri Southern State University, and her law degree from the University of Minnesota.
J. Gary Underwood, JD, CLU®, ChFC®, supports the Pacific Zone in his role as an in-house Advanced Planning Consultant on the Case Design Team. The author of more than 100 articles in law reviews and financial publications, Gary has twice won the “Best Article of the Year” award from the Journal of Financial Service Professionals. Gary is also author of the book, Doctor’s Guide to Capital Accumulation and Protection. An active member of MENSA, he brings a wealth of knowledge to his agents and their clients. Gary obtained his JD from Vanderbilt Law School, where he helped put himself through law school by selling life insurance.
Carlos Vicent, JD, CLU®, ChFC®, MSFS®, MBA, LL.M, is an Advanced Planning Consultant for the Northeast Zone. Prior to joining the Advanced Planning Group in 2011, Carlos worked extensively with individuals and closely held/family businesses in areas of taxation, estate planning, business planning and retirement planning as a financial advisor and later as an attorney. Carlos holds JD and Masters of Laws in Taxation degrees from Thomas M. Cooley Law School, a Masters of Business Administration from Michigan State University, Masters in Science in Financial Services from the American College, and a Bachelor of Science in Liberal Arts from Excelsior College.

 

Neither New York Life Insurance Company nor its Agents provides legal, tax, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.