
Our team brings a distinctive approach to financial education—blending practical strategy with real motivation. Through both in-person and virtual engagements, we partner with organizations, corporations, and industry groups on topics including:
Balancing financial planning with truly living
A blueprint for financial success
Tax diversification in retirement
Creating flexibility in retirement
Market insights and analysis
Our investment philosophy and process
Kristin also regularly speaks with women’s groups, focusing on achieving financial independence.
We welcome opportunities to speak across platforms and collaborate with organizations seeking meaningful, engaging financial conversations.
Kristin Daniel is an Eagle Plus Adviser with Eagle Strategies LLC, and also serves on their Advisory Board. Eagle Strategies provides Kristin with professional oversight of fee-based financial planning and investment advisory practices and access to investment management programs and the web-based “Wealth Management Solution”. 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. Kristin is an Investment Advisor Representative (IAR) of Eagle Strategies LLC.

Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

Kristin Daniel and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/30/2018)
Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/12/17. For methodology, please see http://fortune.com/fortune500/