Doug Warren joined New York Life in 2004 and has 20 years in the insurance and financial services profession. Since being a financial professional with New York Life he has qualified for New York Life’s Council1 each year. Doug is a Qualifying Member of the Million Dollar Round Table. Doug does fee-based Financial Planning and Investment Advisory Services as a Financial Advisor through Eagle Strategies LLC, a Registered Investment Advisor. Doug specializes in the areas of Estate Planning, Business Continuation, Retirement Income Planning and Executive Benefits. Jan is a Registered Representative offering 401(k), Simple and SEP plans, IRA and Roth IRAs through NYLIFE Securities LLC, Member of FINRA/SIPC, a licensed insurance agency 2008 123rd. Ave NE Lake Stevens, WA 98258 Tel: 425-335-4600.
Doug currently serves as the President for the Lake Stevens Community Food Bank. He is a former President of the Snohomish County Chapter of NAIFA and the Greater Lake Stevens Chamber of Commerce. He is a proud member of the Lake Stevens Lions Club. Doug and his wife Nico are life long residents of the Snohomish area. Doug has more time to devote to his community now that their two kids are grown. He also has more time for his outdoor passions of fishing, hunting, Jeeping, hiking and camping.
1. Council is an annual company recognition program based on agent production from July 1- June 30.