Meet Our Team

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Andrew E. McReynolds, CFP®

President and Co-Founder

CA Insurance License No. 0F95508

Andrew has always admired the positive impact business owners can have on the communities and people they serve, in addition to the respect for the daily courage, vision, and execution it takes to operate a successful business. This is why as CFP® and financial advisor for the last 13 years Andrew has focused his practice on providing benefits and access to specialized resources for small and medium sized businesses owners. He targets improvement to the C-suite, employee, and executive benefits, with the goal of helping recruit, retain, and reward the best in an organization and help them better realize their own success.

Expertise

With over a decade in the industry, Andrew has helped hundreds of clients make sound financial decisions by empowering them with education, resources, and his expertise so they can be confident in their path forward.

Andrew offers Investment Advisory Services through Eagle Strategies LLC, a Registered Investment Adviser of New York Life. He is a Nautilus affiliated advisor with New York Life. The Nautilus Group® is a member only affiliation offered to top 200 advisors nationwide for New York Life. Nautilus provides our clients with access to CPAs and Attorneys who are experienced in planning* for high-net worth individuals and business owners.

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Interests

Andrew is an avid traveler, seeker of unique dining experiences, and loves working out at the gym. He continues to work on his piano playing and in the coming year plans to travel to France for a French language immersion program. And whenever time permits he is always up for a board game night.

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Education

Andrew graduated with a BA from the University of Richmond in Virginia, and his current licenses and designations include:

FINRA Series 6
FINRA Series 63
FINRA Series 7
FINRA Series 66
CFP®

As well as being Life & Health Licensed in CA, VA, NY, UT, WV, NV, PA, MA, & OR.

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Community

Andrew has found it to be a very rewarding part of his practice to provide charitable strategies for both clients and charities. Helping to build lasting endowments and secure meaningful legacies for clients and their families. He also regularly gives his time and donates to a number of charities. In addition, he helps to promote charitable strategies as a guest speaker. He is also a CFP® member promoting higher standards in advising in the advising community.

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Beth Lackey

Executive Assistant to Andrew McReynolds

Beth provides direct support to Andrew McReynolds in developing and overseeing client relationships in order to ensure that you receive a superior level of overall experience and service. For the last 5 years, she has excelled in coordinating with clients through the entire planning* process.

^Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

1 Agents Advisory Counsel (AAC) with New York LIfe Insurance Company, National Association of Insurance and Financial Advisors (NAIFA).

** Products available through one or more carriers not affiliated with New York Life or its subsidiaries.