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Meet Our Team
Brett M. Sause
LUTCF®, LTCP, CLTC®, FSCP®, LACP
CEO and Wealth Advisor
Brandon Bobbick,
M.S.
Financial Services Representative
Molly Sause
MA, CLTC®, ChFC®
Chief Financial Officer, Client Service Coordinator and Registered Service Assistant
Lisa Biscoe
LSA
Client Services Representative and Underwriting
Allison DeVaughn
LSA®
Executive Assistant and Marketing
Bailey(L) & Maggie(R)
Welcoming Committee
Our Investment Resource
About Eagle Strategies
Eagle Strategies, LLC (Eagle Strategies) is a registered investment adviser (RIA), headquartered in New York City, and is a wholly owned subsidiary of New York Life Insurance Company, a Fortune 100 company with a history spanning over 175 years. Eagle Strategies offers comprehensive investment advisory services and financial planning services¹ to help put you on a clearer path towards reaching your financial goals and pivoting when life changes.
Together, you and your Eagle Strategies financial advisor will engage in a simple but effective multi-step planning process¹. It begins with an honest and open conversation so your needs, wants, and aspirations are clearly understood. Each step in this collaborative process builds on the previous one to gain a full picture of your financial life and using the data and information gathered to develop a well-crafted financial plan¹ and a targeted strategy.
As you work with your Eagle Strategies financial advisor to create a portfolio aligned to your goals, you want to be confident that the investments you select are being managed by skilled investment managers who maintain consistent, repeatable investment processes. That’s why our Investment Research team works closely with experienced third-party firms to conduct ongoing due diligence and monitoring on our partner investment managers.
We’re committed to building a successful, long-term relationship with you. That commitment, coupled with the expertise across our teams, impartial research, tools, best-of-breed investment solutions, and financial planning¹ capabilities makes us the ideal partner to help you achieve your full financial potential.
Our teams of highly experienced professionals with deep industry knowledge, and focused expertise, are here to support you and your Eagle Strategies financial advisor in modeling potential investment planning solutions, as well as constructing, managing, and rebalancing your portfolio.
FINANCIAL PLANNING STRATEGIES¹ & SOLUTIONS
Dwaine Campbell, CPA, CPCU, CFP®
Financial Planning Consultant
Dwaine, a Certified Financial Planner professional, is a Corporate
Vice President and Financial Planning Consultant with Eagle
Strategies, a subsidiary of New York Life, and is responsible for
supporting Eagle’s advisors with fee-based holistic financial
planning case development and overall planning best practices.
Dwaine has over 10 years of experience within the financial services
industry and specializes in helping individuals and families work
toward pursuing their financial goals. Dwaine worked as an Executive
Financial Planner at Goldman Sachs prior to joining Eagle
Strategies. Dwaine is FINRA Series 7 and 66 licensed.
Sarah Mayet, CFP®
Financial Planning Specialist
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.
Howard Pickering, CFP®, AAMS®
Financial Planning Consultant
Howard is a Certified Financial Planner and Corporate Vice President
with Eagle Strategies, a subset of New York Life. He is responsible
for supporting Eagle’s advisors with holistic comprehensive
financial planning, coaching, and sharing best practices. Howard has
nearly a decade of experience in the financial services industry and
has a passion for helping people achieve financial success. Prior to
joining Eagle Strategies, Howard worked for Charles Schwab and a
boutique RIA where he specialized in working with high-net-worth
households. He holds a BS in Mathematics and minor in Business from
the University of Oregon. Howard is FINRA 7 and 66 licensed.
Jacqueline Pollack, CFP®
Financial Planning Specialist
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.
Alexis Quaglieri, CFP®
Financial Planning Specialist
Alexis is a Certified Financial Planner™ and Financial Planning
Specialist with Eagle Strategies, a subsidiary of New York Life. She
is responsible for supporting Eagle’s advisors with the financial
planning process. This includes but is not limited to case
development, coaching, best practices, and leveraging financial
planning tools. Alexis has been working in the financial services
industry since 2014 and has held positions on the Wealth Management
Team at UBS in addition to serving as Director of Planning at
Lincoln Financial Group. Alexis graduated from Stockton University
with a Bachelor of Science degree in Finance and a concentration in
Financial Planning. In addition to being a CFP® practitioner, she is
also FINRA Series 7 and 66 licensed.
Sean Townley, CFP®, CASL®, CLU®, BFA™
Financial Planning Consultant
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.
INVESTMENT ADVISORY SALES & SOLUTIONS
Timothy Farrell
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 25 years of investment experience and earned a BBA in Business
Management from Hofstra University. Tim is FINRA Series 7 and 65
licensed.
Patrick Forand
Internal Consultant
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.
John Furey
Internal Consultant
John Furey 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. John has 7 years of experience in the financial
services industry, working as a Financial Professional with
Prudential assisting clients in a wide variety of financial
planning, as well as working as an Internal Wholesaler at AIG Funds
and Global X ETFs assisting advisors by leveraging financial
products to fit client portfolio needs. John is a graduate of Wagner
College where he earned a bachelor’s degree in Finance. He is FINRA
Series 7 and 63 licensed.
Joseph Guglielmo
Internal Consultant
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.
Bruce Honicky
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 marketingbackground 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.
Robert Stein
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.
Jeffrey Tenorio
Internal Consultant
Jeff 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. 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.
Jon-Paul Weiss
Internal Consultant
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.
¹Financial planning services are offered by financial advisors with Eagle Strategies LLC approved to conduct financial planning.
Brett Sause is the Founder and CEO of AFG Wealth, a boutique financial planning practice headquartered in Easton, Maryland. AFG Wealth works primarily with business owners, physicians, and the maritime industry. The firm guides retirement, estate, and business planning clients through its unique process that "Starts With A Plan” ™. This process is designed to help our clients crystallize their financial goals and objectives while assisting them in Protection, Guidance, and Prosperity.
AFG Wealth started in 1999, shortly after Brett began his financial services career. Since then, Brett has prioritized continuing education and learning opportunities to serve our clients' needs best. Brett has received numerous advanced financial designations, including Life Underwriter Training Council Fellow (LUTCF®), Long Term Care Professional (LTCP), Certified in Long Term Care (CLTC®), Financial Services Certified Professional (FSCP®), and Life and Annuity Certified Professional (LACP). Brett has been recognized as Agent of the Year by the Baltimore/Annapolis General Office of New York Life Insurance Company every year from 2009-2023.
Philanthropic involvement is a priority for the Sause family. Brett and his wife, Molly, formed the Brett & Molly Sause Family Charitable Fund in 2014 to benefit children in need from infancy to adolescence. Brett is also a member of the MDRT Foundation. His donor level is that of the "Royal Order Excalibur Knight," the most prestigious donor level one can achieve within the organization, with a minimum donation of $250,000.
An accolade that brings Brett great pride in his lifetime membership with the National Eagle Scout Association. Brett, an Eagle Scout himself, was named the Eagle Scout CEO of the Year for the Baltimore Area Council in 2014.
Outside of the office, Brett is an avid yachting & maritime enthusiast. He holds a United States Coast Guard Master Merchant Marine Officer 100 (GRT) credential with a commercial towing endorsement. Sause loves spending time with family and friends on the Chesapeake Bay and surrounding waters. Brett and Molly live in Oxford, Maryland, with their daughter Emily and their two Goldendoodles.
Lisa Biscoe, LSA
Client Services Representative and Underwriting
Lisa was born and raised here on the Eastern Shore of Maryland where she graduated from Easton High School. She
and her husband Jonathan have 2 beautiful children, Kelsey and Kodey and reside in Preston, Maryland. Lisa is a
huge animal lover and her family has an array of animals on their farm. In her free time, she enjoys camping,
relaxing at the beach and watching Hallmark movies with her dog, Kiki.
Prior to joining the AFG Wealth team Lisa managed a restaurant and worked as a medical assistant at an orthopedic
office, giving her over 20 years of knowledge in customer service and communication.
Allison DeVaughn
Client Service Representative & Marketing
Ally was born and raised on Kent Island, Maryland, where she graduated from Kent Island High School. She and her husband, Bryan, currently reside in Chester, Maryland. Ally is a lover of animals and she and her husband share 3 cats at home. In her free time, she enjoys cooking, exploring new local restaurants, and relaxing at home with her husband.
Before joining the AFG team, Ally held several different jobs in the customer service industry, with over 10 years of experience in the field.
Molly earned her B.S. in Education from Eastern Michigan University and her Master of Arts in Education from
North Park University in Illinois. She grew up in the financial services industry, as the proud daughter of a
father whose career has spanned over 50 years. Molly is a valued employee of AFG Wealth and has
earned Insurance licenses in DE, MD, PA, and VA, as well as a Long Term Care designation. She also holds a
Series 6 and 63 license.
Molly is a National Board Certified teacher who worked in the classroom for over twenty years. Her work with
children and their parents instilled in her a desire to see all families achieve their financial goals so that
college, retirement, and long term care planning can become a reality.
Molly and her husband established the Brett and Molly Sause Family Charitable Fund in 2014. This fund was
created to benefit children in need from infancy through adolescence.
Molly enjoys spending time exploring the Chesapeake Bay with her husband, their daughter Emily, and their two
Goldendoodles.
Brandon Bobbick, M.S.
Financial Services Representative
Brandon lives in Easton with his wife Natalie, two children, Samantha and Reece. He enjoys traveling and
relaxing at home, playing soccer with his daughter, and fishing and playing golf with his son.
Brandon was born in Scranton, PA, but spent most of his childhood in the Annapolis area. He graduated from St.
Mary’s Catholic High School before attending the Anne Arundel Community College where he earned an A.A. degree
in Criminal Justice. Shortly thereafter, Brandon completed training through the Anne Arundel County Police
Department to receive his Maryland State certification to become a police officer. Brandon later returned to
Johns Hopkins University earning a B.S. and M.S. in Management.
Brandon moved to the Eastern Shore of Maryland in 1995 and started his police career in Crisfield. In 1998,
Brandon made a lateral transfer to the Easton Police Department, where he worked for over 22 years as a police
officer before retiring in 2020. Brandon is a 2012 graduate of the FBI National Academy, a prestigious training
program attended by the top 5 percent of law enforcement officers from across the globe. Attendees participate
in a wide range of specialized training and create lifelong partnerships with colleagues, transcending state and
national borders.
Shortly after retiring from the police department, Brandon joined AFG Wealth, as another way
to help families in his community. Seeing others his age, or older, having no college savings for their children
or no retirement savings for themselves, struck a chord with him. Often it is not a matter of people not having
the money to contribute to these plans, it is people not realizing how saving a little early can lead to big
rewards later. Brandon is looking forward to working with clients to refocus their mindset and help them set and
achieve their goals.
Bailey & Maggie
Welcoming Committee
Bailey (on the left) & Maggie (on the right) are the AFG welcoming committee.
Brett's Info