Ronald G. Cooper Jr., CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter, began working with New York Life Insurance in 2001. He joined Eagle Strategies LLC, A Registered Investment Adviser, in 2005. Ron focuses on working with entrepreneurs, professionals, and retirees to crystallize their personal goals and objectives; and helps to execute a plan to achieve these goals. Ron has also been recognized as one of the Top Financial Planners in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022 Five Star Wealth Manager1 in the February editions of Boston Magazine. Ron is also a member of NAIFA.
Ron resides in Marblehead, MA with his two children. Ron enjoys spending time with his family and training for various athletic events.
Kevin A. Fauteux, Wealth Advisor, began working for New York Life in 2002. Kevin joined Eagle Strategies LLC, A Registered Investment Adviser, in 2006. He graduated with honors from Trinity College with a degree in History in 2001.
Kevin specializes in working with business owners, professionals, and the high net worth markets- providing goals-based holistic financial planning and wealth management services.
Kevin has also been recognized as one of the Top Financial Planners in 2012, 2013, 2014, 2015, 2016, 2018, 2019, 2020, 2021, and 2022 Five Star Wealth Manager1 February editions of Boston Magazine and in the 2020-2022 editions of Forbes and the Wall Street Journal.
Kevin resides in Arlington Heights, MA with his wife, Jessica, his daughter, Lila Ann, and he and Jessica's four boys- Liam, Jack, Henry, and Cameron. He enjoys spending time with family, and is a die-hard Red Sox fan as well as being an avid golfer.
Ryan L. Bajjaly, Wealth Advisor, Ryan L. Bajjaly’s journey in the financial services industry began in 2019 with New York Life, where he honed his skills and passion for helping clients achieve their financial goals. In 2023, he made a strategic move to Eagle Strategies LLC, a wholly owned subsidiary and independent arm of New York Life, further solidifying his commitment to providing exceptional financial guidance. In 2024, Ryan accepted an invitation to join the Cooper/Fauteux Team at Eagle and has proved an invaluable member since.
Education and Athletic Background:
Ryan holds a degree in Criminology and Commerce from Stonehill College, where he graduated in 2018. Notably, during his college years, he was a dedicated member of the Division 2 Men’s Football team, exemplifying discipline, teamwork, and determination.
Client-Centric Approach:
Ryan’s practice focus is in collaborating with business owners, professionals, and their families – providing comprehensive goals-based financial planning and comprehensive wealth management services. Whether it’s retirement planning, investment strategies, or risk management, Ryan creates customized strategies to meet each client’s unique needs. As a Fiduciary, he always places the client’s best interests first.
Professional Credentials and Achievements:
Licenses: Ryan holds his SIE (Securities Industry Essentials) Series 63, Series 65 & Series 7 Securities Licenses, as well as his Life, Health, and Accident Insurance licenses.
Ryan is a proud member of the Million Dollar Round Table (MDRT), a prestigious recognition in the industry. His commitment to excellence and client satisfaction sets him apart.
Community Engagement:
His dedication extends beyond the office walls, as he believes in making a positive impact wherever he goes – particularly through his over a decade long support of “Relay for Life” – raising money for cancer research where he was recognized as one of the top fundraisers.
Personal Interests:
Ryan currently resides in Boston, MA, where he enjoys the vibrant city life. When he’s not immersed in financial planning, you’ll find him boating, golfing, or hitting the slopes for some exhilarating skiing adventures.
Ryan L. Bajjaly’s unwavering dedication to his clients and his passion for financial well-being make him an invaluable asset to our firm.
Ryan J. Hart began working for New York Life in 2014. He joined Eagle Strategies LLC, A Registered Investment Adviser, in 2021. He graduated from the University of Connecticut in 2009 with a degree in Economics.
Ryan focuses on working with professionals, retirees, and business owners on goal-oriented comprehensive financial planning; and building a plan to attain these goals.
Ryan resides in Reading, MA with his wife, Ashley, and two daughters, Nora and Emma. He enjoys spending time with his family and playing golf, tennis, and pickleball.
Elena B. Hogan , Licensed Service Associate, joined Eagle Strategies in the Fall of 2022. With a background in finance and office management - as well as licenses in Life and Health Insurance - Elena works with Ron Cooper and Kevin Fauteux providing support services to clients and assists with office operations and account processing. Elena graduated from Assumption College in 1991 with a Bachelor of Arts in Sociology.
Elena resides in Newburyport, MA, is married and a mother with 2 adult children. Elena enjoys traveling, spending time on her boat and at the beach, exercising and being with family and friends.
Joshua T. Haapanen, Associate Financial Advisor, Joshua T. Haapanen brings a dynamic blend of expertise and dedication to his role as an Associate Financial Advisor at Eagle Strategies LLC. Joining the esteemed firm in the fall of 2023, Josh has quickly established himself as an integral member of the team, leveraging his extensive background in finance to provide invaluable support services to clients.
Josh embarked on his journey in the financial industry in 2010, driven by a passion for helping individuals achieve their financial goals. His commitment to professional growth and development led him to obtain his Series 7 and 66 licenses in 2018, followed by licenses in Life and Health Insurance in 2022. With a solid foundation in financial regulations and investment principles, Josh is well-equipped to assist clients in navigating the complexities of wealth management.
Working closely with seasoned advisors Ron Cooper and Kevin Fauteux, Josh plays a pivotal role in delivering comprehensive support services to clients. From investment trading to account processing, Josh's meticulous attention to detail and proactive approach ensure that clients receive top-tier service and support at every stage of their financial journey.
Josh is a proud alumnus of The University of Massachusetts at Lowell, where he earned his Bachelor's degree in Management Information Systems in 2011. His academic background provides him with a unique perspective on leveraging technology to enhance financial planning and investment strategies.
Outside of his professional pursuits, Josh finds joy in spending time with friends and family. Residing in Manchester, NH, he embraces life to the fullest, enjoying travel, concerts, events, and the thrill of trying new experiences whenever the opportunity arises.
Driven by a genuine passion for helping others achieve financial success, Joshua T. Haapanen exemplifies the core values of integrity, expertise, and client-centric service. With his unwavering dedication and commitment to excellence, Josh is poised to make a lasting impact on the financial well-being of his clients and the success of Eagle Strategies LLC.
Katie Brodie, Licensed Service Assistant, Office Manager, Katie Brodie embarked on her financial services journey in 2009 with New York Life, where she honed her expertise and passion for assisting clients. After a brief stint with another financial firm, she joined our team in October 2023 as the Office Manager for Ron Cooper & Kevin Fauteux at Eagle Strategies, LLC.
Professional Highlights:
Comprehensive Expertise: Katie holds her Life, Health, and Accident Insurance Licenses, ensuring she is well-versed in providing top-notch service to our valued clients.
Educational Foundation: She earned her Bachelor of Science degree from Salem State University in Criminal Justice and Sociology - equipping her with a solid understanding of interpersonal social dynamics and a steadfast commitment to getting the job done right.
Efficient Operations: Katie plays a pivotal role in keeping our office operations seamless. She ensures that day-to-day processes run smoothly and that client service procedures are meticulously followed.
Client-Centric Support: Beyond administrative tasks, Katie assists with account management, including opening new accounts, facilitating asset transfers, and maintaining client portfolios.
Personal Insights:
Originally hailing from Framingham, MA, Katie now resides in Chelmsford with her husband and two children. When she’s not running the office, she enjoys quality time with family and friends, relaxing at the beach, and tackling challenging jigsaw puzzles.
Katie Brodie’s commitment to excellence and her unwavering dedication to our clients make her an invaluable asset to our team.