MEET THE EAGLE STRATEGIES TEAM

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FINANCIAL PLANNING STRATEGIES¹ & SOLUTIONS

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Headshot of Dwaine Campbell

Dwaine Campbell, CPA, CPCU, CFP®

Financial Planning Consultant

Dwaine, a Certified Financial Planner professional, is a Corporate Vice President and Financial Planning Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle’s advisors with fee-based holistic financial planning case development and overall planning best practices. Dwaine has over 10 years of experience within the financial services industry and specializes in helping individuals and families work toward pursuing their financial goals. Dwaine worked as an Executive Financial Planner at Goldman Sachs prior to joining Eagle Strategies. Dwaine is FINRA Series 7 and 66 licensed.


Sarah Mayet

Sarah Mayet, CFP®

Financial Planning Specialist

Sarah Mayet is a Certified Financial Planner with a passion for helping clients achieve their financial goals. She holds a CFP certification® from Northwestern University and has years of experience working for both a large wirehouse and a small RIA. With a broad understanding of the financial services industry and the unique needs of clients, she takes a holistic approach to financial planning and enjoys the challenge of putting together all the pieces to see the full picture. Sarah is dedicated to helping clients navigate their financial journey with confidence.


Headshot of Howard Pickering

Howard Pickering, CFP®, AAMS®

Financial Planning Consultant

Howard is a Certified Financial Planner and Corporate Vice President with Eagle Strategies, a subset of New York Life. He is responsible for supporting Eagle’s advisors with holistic comprehensive financial planning, coaching, and sharing best practices. Howard has nearly a decade of experience in the financial services industry and has a passion for helping people achieve financial success. Prior to joining Eagle Strategies, Howard worked for Charles Schwab and a boutique RIA where he specialized in working with high-net-worth households. He holds a BS in Mathematics and minor in Business from the University of Oregon. Howard is FINRA 7 and 66 licensed.


Headshot of Jacqueline Pollack

Jacqueline Pollack, CFP®

Financial Planning Specialist

Jacqueline is a Senior Associate and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle Advisors through the financial planning process, including helping advisors leverage eMoney Advisor, assisting in data reviews, case design, and plan creation. Prior to joining Eagle Strategies in 2018, Jacqueline worked at Lincoln Financial Advisors, and was also a Wealth Manager with LPL Financial. Jacqueline graduated from Boston College with a BA in Economics and is a CFP® practitioner. Jacqueline is FINRA Series 7 and 66 licensed and holds Life and Health Insurance licenses.


Headshot of Alexis Quaglieri

Alexis Quaglieri, CFP®

Financial Planning Specialist

Alexis is a Certified Financial Planner™ and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life. She is responsible for supporting Eagle’s advisors with the financial planning process. This includes but is not limited to case development, coaching, best practices, and leveraging financial planning tools. Alexis has been working in the financial services industry since 2014 and has held positions on the Wealth Management Team at UBS in addition to serving as Director of Planning at Lincoln Financial Group. Alexis graduated from Stockton University with a Bachelor of Science degree in Finance and a concentration in Financial Planning. In addition to being a CFP® practitioner, she is also FINRA Series 7 and 66 licensed.


Sean Townley

Sean Townley, CFP®, CASL®, CLU®, BFA™

Financial Planning Consultant

Sean is a Corporate Vice President with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle’s advisors with financial planning case development, coaching, and planning best practices. Prior to joining Eagle Strategies in 2020, Sean worked as the Director of the Case Consulting Unit in MassMutual’s financial planning department. At the time Sean joined Eagle, he came to the position with nineteen years of financial planning experience supporting financial planners’ practices. Sean earned a BS in Management Science and a minor in Marketing from Kean University. Sean is FINRA Series 7 and 66 licensed.


INVESTMENT ADVISORY SALES & SOLUTIONS

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 Timothy Farrell

Timothy Farrell

Portfolio Specialist

Tim is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Tim was a Senior Director at Oppenheimer Asset Management where he partnered with financial advisors to present investment solutions to prospective clients and client portfolio reviews to their high-net-worth and institutional clients. Tim has over 25 years of investment experience and earned a BBA in Business Management from Hofstra University. Tim is FINRA Series 7 and 65 licensed.


Patrick Forand

Patrick Forand

Internal Consultant

Patrick Forand is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. Prior to joining Eagle Strategies in 2017, Patrick was an Investment Specialist with Merrill Lynch. He has 5 years of experience in the financial services industry, also spending time with the Operations & Service team within Eagle Strategies. Patrick is a graduate of Providence College where he earned a bachelor’s degree in Finance. He is FINRA Series 7, 63, 66 and 24 licensed.


Headshot of John Furey

John Furey

Internal Consultant

John Furey is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. John has 7 years of experience in the financial services industry, working as a Financial Professional with Prudential assisting clients in a wide variety of financial planning, as well as working as an Internal Wholesaler at AIG Funds and Global X ETFs assisting advisors by leveraging financial products to fit client portfolio needs. John is a graduate of Wagner College where he earned a bachelor’s degree in Finance. He is FINRA Series 7 and 63 licensed.


 Joseph Guglielmo

Joseph Guglielmo

Internal Consultant

Joseph Guglielmo is a Senior Associate of Eagle Strategies. Joseph joins us with over eight years of experience working with Financial Advisors and their clients. He specializes in wealth management strategies and investment portfolio construction and analysis. Prior to joining Eagle Strategies, Joseph held Wealth Management positions at Oceanstate Financial Services, AMG Funds, and Oppenheimer & Co. Joseph earned his FINRA Series 7, 63 and 65 licenses and has a B.S. in Business Administration and Finance from the University of Rhode Island.


Bruce Honicky

Bruce Honicky

Portfolio Specialist

Bruce is a Corporate Vice President of Eagle Strategies, a subsidiary of New York Life, in the role of Wealth Management Portfolio Specialist. In this role, he supports our Financial Advisors to help them build their advisory business and meet their clients’ needs. Prior to joining Eagle Strategies, Bruce spent 14 years with Wells Fargo Capital Management. Bruce has worked for several NYC firms including Bear Stearns, Gruntal & Co., and Oppenheimer & Co and has over 28 years of experience in the brokerage industry. Bruce has an extensive sales and marketingbackground while working with financial advisors and high net worth clients. During his career, he has had success leading teams and managing client relationships with a consultative approach. Bruce earned his FINRA Series 7 and 65 licenses and has a B.A. in public administration from Miami University.


Robert Stein

Robert Stein

Portfolio Specialist

Robert is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2020, Robert worked as a National Accounts Manager for Invesco responsible for new business development and client relationship management with institutional platforms offering wealth management and retirement solutions. He has over 20 years of experience within Financial Services holding sales and investment product management positions at BNY Mellon, Merrill Lynch and Prudential. He earned an MBA degree in Finance from Fairleigh Dickinson University and a BS degree in Accounting from Rutgers University. Robert is FINRA Series 7 and 66 licensed.


 Jeffrey Tenorio

Jeffrey Tenorio

Internal Consultant

Jeff is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Jeff joined Eagle Strategies from our parent company New York Life’s NYLIFE Securities Operations team and New York Life’s subsidiary, New York Life Investment Management LLC where he held a sales role. Prior to joining New York Life, Jeff worked as a Regional Advisor Consultant at Oppenheimer Funds where he helped drive sales in the Northern Virginia region, making it the number one region in 2015. Jeff also worked at Citigroup in a sales support role. Jeff earned a BA in Communications from SUNY Albany, is FINRA Series 7 and 63 licensed, and is fluent in Spanish.


 Jon-Paul Weiss

Jon-Paul Weiss

Internal Consultant

Jon-Paul is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. Jon-Paul has 12 years of experience in the financial services industry, including serving on the sales side and supporting clients at Advisor Group and IndexIQ. Jon-Paul earned a BA from Wagner College and is FINRA Series 7 and 63 licensed.

¹Financial planning services are offered by financial advisors with Eagle Strategies LLC approved to conduct financial planning. 

Disclosure

Kirk Quaschnick, Janice Ragland, Edward Emery, Cameron Reeves, and Mark Wiggins are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of AL, AR (AR Insurance License - Kirk #1073789, Mark #5783147), AZ, CA (Kirk CA Insurance License #0I00890), CO, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MO, NC, NJ, NM, NY, OH, OK, OR, SD, TN, TX, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

Kirk Quaschnick, Janice Ragland, Edward Emery, Cameron Reeves, and Mark Wiggins are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14111 King Rd Ste 520, Frisco, TX, 75036, 214-420-7152. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kirk Quaschnick, Cameron Reeves, and Mark Wiggins are also a Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kirk Quaschnick is a Member Agent of The Nautilus Group, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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