Effective financial planning often takes a team. We're the quarterback — keeping your CPA, attorney, and specialists aligned on your best interests, and bringing in our own subject-matter professionals as needed. Some of our strategic alliances are detailed below.
Insurance & Annuities

Meghann, Leisl and their 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, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aa1); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 07/23/2026.
Our firm also works with NYLEX Benefits LLC 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 business clients.
Insurance Brokerage

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 partnership with Ash complements our mission to provide clients with objective solutions to suit their individual needs.
Estate & Advanced Planning

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Meghann McKenna works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Investment Advisory

Through Eagle Strategies, Meghann and Leisl provide fee-based financial planning, investment advisory services, and access to investment management programs. 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 Insurance Company.