NEW YORK LIFE INSURANCE COMPANY - Key Persons

Job Titles:

• Corporate Vice President of Eagle Strategies
• 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 marketing background 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.

Job Titles:

• Assistant
• Licensed Service Assistant

Serving our clients is the number one priority at our practice. We couldn't do that without the hard work and support of people such as Heidi Zimmerman who has been a valued member of our team since September, 2022. Heidi's primary responsibilities are scheduling meetings and appointments, managing client communications on service issues, administrative duties, and marketing support. Heidi comes to Staich Financial with a background in health insurance, human resources, and business management. If you have any questions or need information, contact her at 419-709-8131 or heidi@staichfinancial.com.

Job Titles:

• Corporate Vice President and Financial Planning Specialist With Eagle Strategies

Howard is a Corporate Vice President and Financial Planning Specialist 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 2014, Howard worked as Director of the Case Consulting unit in MetLife's financial planning division. In this capacity, he led a team of consultants in developing customized, client-centric solutions. He established critical metrics for both his team and the financial planning department as a whole, including plan implementation. Howard has created over 1,000 financial plans in his career and has been actively involved with the training of advisors and staff with a particular focus on transitioning to a holistic planning practice as well as establishing best practices and efficiencies to streamline the planning process. Howard earned a BA in English from Ithaca College. Howard has been a CFP® charterholder since 1996 and is an active member of the Financial Planning Organization (FPO).

Job Titles:

• Senior Associate and Financial Planning Specialist With Eagle Strategies

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.

Job Titles:

• Internal Consultant
• Senior Associate and Internal Consultant With Eagle Strategies

Jeff is 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 their affluent clients. Jeff's areas of expertise include the active management space with an emphasis in international markets, REITs, and alternative investments. 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.

Job Titles:

• Agent
• President and Financial Advisor With Staich Financial, LLC
• Registered Representative
• Representative With Eagle Strategies LLC

Joel Staich is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of OH. No insurance business may be conducted outside of the state referenced. I believe that our lives become the sum-total of a multitude of choices that we make from the time we are children, throughout our working years, and into retirement. The choices we make today have a powerful effect on our future selves… physically, spiritually, relationally, and financially. My mission has always been to learn how to make the best choices in all these areas, and to come alongside my clients, educate them and help empower them to make the best possible decisions for themselves and their families. There is nothing more gratifying to me than to see my clients reach their goals. This is what drives me every day. I have been working in financial services for over 26 years, working primarily with business owners, successful professionals, and retirees. I have also been fortunate to have lived and worked overseas for several years and know this has helped me to be able to relate to all kinds of people and cultures. I am so blessed to be married to Staci for the past 35 years, and to have 4 wonderful children and 4 grandchildren. Joel Staich is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, in the state of OH. No offers may be made to or accepted from any resident outside the specific state referenced. NYLIFE Securities is a New York Life Company.

Job Titles:

• Internal Consultant
• Senior Associate and Internal Consultant With Eagle Strategies

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.

Job Titles:

• Internal Consultant
• Senior Associate of Eagle Strategies

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.

Job Titles:

• Internal Consultant
• Senior Associate and Internal Consultant With Eagle Strategies

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.

Job Titles:

• Corporate Vice President and Portfolio Specialist With Eagle Strategies
• 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.

Job Titles:

• Certified Financial Planner

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.

Job Titles:

• Corporate Vice President With Eagle Strategies
• Financial Planning Specialist

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.

Job Titles:

• Corporate Vice President and Portfolio Specialist With Eagle Strategies
• 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 15 years of investment experience and earned a BBA in Business Management from Hofstra University. Tim is FINRA Series 7 and 65 licensed.