Danielle Niderost and Ryan Southwick are financial advisors for Eagle Strategies LLC, a registered investment advisory firm, and co-founders of Zephyr Financial Strategies & Insurance Solutions, a company that provides a full suite of wealth management and business financial services.
Before beginning a career in financial services, Danielle had a background in accounting and internal audit. During the span of her time working in finance, she attained FINRA licenses, Series 6, Series 7, Series 63, and Series 65. She is a registered representative with NYLIFE Securities LLC (member FINRA.SIPC), a licensed insurance agency, and maintains all the licenses and certifications necessary to offer retirement planning, business employee benefits, tax diversification strategies*, investment vehicles, and much more to her clients. She is also an agent with New York Life Insurance Company, CA Insurance Lic. # 0K19831.
Danielle’s primary goal is to develop long lasting relationships with her clients and to provide support throughout the initial phases as well as the subsequent fulfillment of those financial strategies. Since many of her clients are experts in their fields, she allows them to focus on running their business by reducing the burdens associated with planning their finances. Danielle says, “The most rewarding part of my career is seeing clients attain their personal and business goals. Integrity and honesty are paramount. Doing the right thing ultimately yields a positive outcome for everyone involved.”
*Neither New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decision.
Ryan is a serial entrepreneur with over a decade of experience that encompasses finance, consulting, IT, and executive management. He is a registered representative for NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency, and currently holds FINRA Series 7, Series 65, Series 6, and Series 63 licenses. Over the course of his career, Ryan has worked with many prominent companies such as AT&T, Verizon, Quest Communications, and TXU Energy. He is especially skilled at explaining complicated matters in simple ways, which aides his clients in understanding their options and making sound financial decisions. His consultative approach to financial planning also helps clients to crystalize their goals and understand their options to accomplish them. He is also an agent with New York Life Insurance Company, CA Insurance Lic. # 0I79762.
Before Ryan entered the financial services world, he had extensive practical experience, coupled with an academic foundation that includes a Bachelor of Science degree from U.C. Berkeley. His deep math and science academic background aides him in providing analysis on client’s financial needs. This has been integral to both the operational and service aspects of business.
Early on in their careers, Danielle and Ryan Southwick engaged to provide assistance for a business owner client and the collaboration was ultimately successful. They have been working together as partners ever since and love that their combined strengths can help to explain and describe processes and solutions in ways that their clients can understand. Having a balance of perspectives and strengths can make it easier for their clients to feel comfortable, knowing that both Ryan and Danielle are reviewing the recommendations that the clients receive.
Through Zephyr Financial Strategies & Insurance Solutions, Danielle and Ryan provide a full range of high-quality, precisely tailored, investment and insurance advisory services for both businesses and individuals. Visit them online to learn more about executive benefits, succession planning, key person insurance, funding buy/sell agreements, funding deferred compensation, health insurance**, 401K and retirement plans, and much more.
Zephyr Financial Strategies
Zephyr Financial Strategies is not owned or operated by Eagle Strategies LLC or its affiliates.
** Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality. SMRU # 1795609 Exp. 11-9-20