Kevin Mulqueen
Founder, Financial Advisor
I am a CERTIFIED FINANCIAL PLANNERTM with 39 years of experience offering help to clients through New York Life. I help people plan whether they are starting out or planning for the transition to the next generation. I help people with life insurance, disability, long term care, annuities, and every sort of investment. I work through Eagle Strategies LLC, which is a Registered Investment Advisory firm associated with New York Life. I stay current with planning techniques and help people plan for their future.
I received the Chartered Life Underwriter Designation in 1985 and the Chartered Financial Consultant designation in 1988 from the American College in Bryn Mawr, Pennsylvania. I received the CERTIFIED FINANCIAL PLANNERTM designation in 1987 from the Certified Financial Planner Board of Standards.
I am a Life and Qualifying member of the Million Dollar Round Table. I am a Lifetime Council member at New York Life.
Kevin's Personal Side
Community Involvement
Matthew Herz
Agent
My name is Matthew Herz, and I am an agent with New York Life Insurance Company. I help people to defer income taxes, preserve their assets and protect their families. My ultimate goal is to help families find a way that they can protect themselves and their loved ones in the event of unforeseen circumstances.
I began my career as a Teacher of Non – Competition Physical Education working in NJ at the elementary school level 7 years. I received my master's in educational administration and supervision and then worked as a school principal for the next 19 years. My focus was on students with disabilities and ways to integrate and create programs for them to be successful. Trained in conflict resolution and mediation, I work with students to diffuse disciplinary issues and bullying. Students learned to work through issues and by doing this, found a common ground of understanding through conversation and reflection.
Matt's Personal Side
Community Involvement
Diana Trocano
Service Supervisor
My name is Diana Trocano, and I joined Kevin Mulqueen as his Administrative Assistant in 2014. I assist Kevin with client support and am generally the first person to interact with clients when they call the office. My job duties include but are not limited to: answering phones, scheduling appointments, maintaining files, photocopying, faxing, scanning, taking memos, handling emails and mail correspondence, and assisting clients with paperwork. It is my pleasure to be able to support his clients whenever service needs arise.
I have an Associate’s Degree in Liberal Arts. I was also a Registered Cardiac Sonographer and Registered Medical Assistant for some time. My work experience has been widespread and I have operated in many different fields where I acquired a unique skill set. I believe its my desire to provide superior customer service, my attention to detail, and my ability to stay organized and on task that have made this the right job for me!
I am blessed with a beautiful family that I love. I enjoy listening to music, playing with my daughter, and throwing the frisbee with my dog.