KEY RESOURCES & ALLIANCES

 
 
THE NAUTILUS GROUP

As a member agent of the Nautilus Group, a service of New York Life, Jay works hand in hand with the in-house team of specialists in tax, law, life insurance, accounting and charitable giving. His planning process allows our local team to get to know you and your dreams; for family, business and community legacy. Then, Jay works with our professional team of over 30 support staff based in Dallas, Texas and your local advisors to design a customized plan that meets your objectives.

 
 
EAGLE STRATEGIES, LLC

Eagle Strategies provides Jesse with professional oversight of fee-based financial planning and investment advisory practices and access to investment management programs and the web-based “Wealth Management System”.   Eagle Strategies, LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life. Jesse is an Investment Advisor Representative (IAR) of Eagle Strategies, LLC. 

 
 
NYLEX BENEFITS, LLC

Our firm works with NYLEX Benefits, LLC (NYLEX Benefits) to help businesses increase value to owners while rewarding productive and loyal management teams. Our access to NYLEX Benefits allows us to work with a team of highly skilled professionals in the legal, tax and actuarial fields to support our planning for our business clients. NYLEX Benefits is nationally recognized for their work providing and supporting supplemental executive benefits to a wide range of clients to attract top-notch executives; incentive plans that encourage executives to stay with their businesses; and supplemental benefits that motivate long term company performance.