Meet Our Team

Photo of Andrew McReynolds

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.

Photo of Andrew and his family

Education

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

Series 6
Series 63
Series 7
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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Daniel DiBiase

CEO and Co-Founder

CA Insurance License No. 0M59177

After transitioning to financial services in the fall of 2018, Daniel co-founded Monarch Grove Wealth Strategies & Insurance Solutions. This journey began with his co-founder, Andrew, as a way to deliver highly personalized, top-tier service and experiences to their clients. Daniel holds himself and his team to the highest standard in delivering the best experience and results for their clients.

Daniel is a proud member of the Million Dollar Round Table* (MDRT) as he qualified again this year. He is a member of the National Association of Insurance and Financial Advisors (NAIFA).

*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.

Expertise

Daniel started his career in financial services at a young age, joining his father at work on the trading desk of Wall Street firms. In 2006, he began his first internship at the firm his father was a founding partner of. This is where the love of investments and world markets started to blossom.

Daniel works with a wide variety of clients, including business owners, C-suite executives, and multigenerational families. He enjoys helping people understand and outline their goals, and give them the necessary tools in order to achieve them now and long into the future. Daniel is solution driven and takes a truly robust approach to financial strategies. Through his process, he spends ample time learning about each client and their families, their goals and objectives, their risk tolerance, what keeps them up at night, and what they stand for. This allows him and his team to deliver strategies and solutions that perfectly align with what each client is looking to achieve.

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Interests

He enjoys tennis, snowboarding, enjoying the outdoors, working out, and spending time with his girlfriend Natasha, and her son Cash.

Education

He graduated from the Leeds School of Business at the University of Colorado at Boulder with a degree in finance and an emphasis in entrepreneurship.

Daniel's licenses include:

Securities Industry Essentials (SIE)
Series 63
Series 7
Life and Health License

CA Insurance License #0M59177

Eagle Strategies LLC Logo

Eagle Strategies LLC Logo

Community

When Daniel isn’t helping clients, he enjoys giving back to the community. You can find him at the local VA feeding the homeless during the holiday season.

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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.

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Carolyn Messier

Executive Assistant to Daniel DiBiase

Carolyn provides direct support to Daniel DiBiase in developing and overseeing client relationships in order to ensure that you receive a superior level of overall experience and service. Carolyn is responsible for coordinating the scheduling from your initial meeting to implementation of your strategy and ongoing reviews with timeliness and accuracy. She also assists in developing and implementing strategies for the organization’s community involvement.

^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.

* Financial planning offered through Andrew McReynolds, Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser and New York Life company.