NEW YORK LIFE INSURANCE COMPANY - Key Persons
Job Titles:
- Founder
- Financial Planner
Joel M. Field and Samuel E. Strum are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and are collectively licensed to offer securities products and services in the states of AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, LA, MA, MD, MN, MO, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TN, and TX. NYLIFE Securities is a New York Life company. No offers may be made or accepted from any resident outside the specific states referenced.
Joel M. Field and Samuel E. Strum are registered as Investment Adviser Representatives with Eagle Strategies LLC, a Registered Investment Adviser, and are collectively licensed and offer advisory services in the states of AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, and VA. Eagle Strategies is a New York Life company. As such, these services are strictly intended for individuals residing in the specific states referenced.
Neither Field Financial Strategies and its employees nor New York Life or its subsidiaries and affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.
Field Financial Strategies is not owned or operated by New York Life Insurance Company/Eagle Strategies LLC/NYLIFE Securities LLC or its affiliates.
Joel M. Field III founded Field Financial Strategies as a boutique financial practice out of an overarching desire to help empower friends and clients to live life to its fullest and confidently pursue their goals, without worry about finances.
As a CERTIFIED FINANCIAL PLANNER TM, Joel works extensively with business owners, professionals, entrepreneurs, and executives around the country. Joel's trademarked Financial Empowerment Process SM is a comprehensive approach to developing tailored financial strategies that enable clients to work towards their financial goals. Joel is highly qualified to address the needs of clients in the areas of comprehensive financial planning, investment management, retirement planning, estate planning, insurance planning, and business planning.
Job Titles:
- Registered Service Assistant
Kara joined Field Financial Strategies in 2017. She graduated summa cum laude from Franklin University with Bachelors in Business Administration and Management. She has experience in management, office administration, human resources, and the retail industry.
Kara is married with three daughters and can be found on the sidelines of a soccer field or basketball court almost every weekend. Dancing, mowing the grass and other yardwork are some of her favorite things to do. She also loves to clean and take on organizational projects, as well as to travel and explore new places. In retirement, she hopes to become a sommelier and travel Europe.
Lisa returned to the workforce in 2011 after starting a family to work with Financial Planner Joel Field. Currently, she is the Office Manager for Field Financial Strategies.
Lisa graduated from the Indiana University Kelley School of Business with a B.S. in Business Management and Organizations. Prior to coming to work with Field Financial Strategies, Lisa had extensive professional experience in the fields of corporate Training and Development, International Human Resources, and Recruitment.
In her personal time, Lisa is raising four children, actively volunteering in her community, and enjoys traveling, and cooking. She is a member of the Columbus Mothers of Triplets group and an involved parishioner at St. Joan of Arc Catholic Church. She enjoys supporting her four children in their various sports activities.
Job Titles:
- Assistant Coach at Worthington Kilbourne High School
- Registered Service Assistant
Nick Ardner is a Registered Service Assistant on the Field Financial Strategies, LLC team.
While born in Ohio, Nick went west to Laramie, Wyoming to study Biology with an emphasis in Molecular Genetics. Nick worked in the scientific community after graduation for almost 15 years, then transitioned into a career in financial services after seeing how insecure many people are when planning for the future.
Nick lives in Westerville, Ohio with his wife, Katrina, and his son, Frankie. Nick is an Assistant Coach at Worthington Kilbourne High School with the girls' basketball program and has been coaching in Worthington for over 14 years. In addition to family and basketball, Nick loves to play most sports, but his favorite is golf. The Ardners attend New Life Church in Gahanna where Nick volunteers in the KidzLife ministry.
Samuel E. Strum (Sam) is a Financial Advisor on the Field Financial Strategies, LLC advisory team. As a Financial Advisor, Sam believes in empowering his clients to take ownership of their lives in pursuit of their goals and assisting them in achieving financial independence. His passion in this area developed when he worked in New York City's Broadway theater industry. Working with artists and entertainment professionals, he realized that many lacked financial literacy and sought trustworthy financial guidance. In response, Sam pivoted to a career as a financial advisor to provide financial direction to those working to achieve their financial goals. As a Financial Advisor with Field Financial Strategies, LLC, Sam works with professionals, business owners, and successful creative individuals to evaluate their current situation and design a course to help them accomplish their goals.
Traci joined Field Financial Strategies in the fall of 2021 after spending 20 years in the medical field focusing on education and insurance billing. She graduated with honors from Otterbein College with a degree in Organizational Communications.
A lifelong resident of Central Ohio, Traci loves being in the heart of it all and raising her two daughters with her husband, Jeff. If she's not in a gymnasium or auditorium watching her girls, Traci enjoys reading in the hammock, hanging out on a patio with family and friends, volunteering with a local foster child organization and saddling up a horse as often as life allows.