Shelly Gams, CFP, Financial Adviser with Eagle Strategies LLC

My life has always been about serving and helping others. I am a country girl at heart who grew up in Cowley, Wyoming on a Longhorn Ranch. It was there I learned how to put in a real full day's work, and to be in service to others. For the past 20 years, I have been serving others as a financial professional helping them make smart financial decisions, retire with confidence, and simplify their financial lives.

I graduated from the University of Wyoming with a degree in Business Administration and a minor in Psychology, and have many professional designations including Certified Financial Planner™ (CFP®). I also am authorized to offer AARP endorsed life insurance and lifetime income products to AARP members through New York Life.

As the first agent in the state of Montana to receive a certification in the Macro Asset Perspective® (MAP) program, I have been able to serve clients with retirement income strategies for many years. The MAP program is a wealth accumulation strategy that encompasses principles of asset allocation relative to risk tolerance, and tax treatments. MAP is a strategy that help to potentially maximize future net retirement income.

I have served on New York Life's prestigious Agent Advisory Council (AAC) in 2012 and written many articles on financial education topics that have appeared in the Billings Gazette and Yellowstone Valley Woman's magazine.

I live in Billings, MT with my husband Mike. I like to play golf, fish, camp, play piano and ride horses. In our spare time, we travel to Wyoming to my family's ranch and to my husband's sand and gravel operation.

As Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Montana, Wyoming, North Dakota, Minnesota, Washington and Colorado. As such, these services are strictly intended for individuals residing in the states referenced.

I am also licensed as an Agent to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Montana, Wyoming, North Dakota, Minnesota, Washington, and Colorado. No insurance business may be conducted outside this/these states(s) referenced.

Additional, I am Registered Representative of and offering securities products & services through NYLife Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 1st Interstate Center, Suite 800, 401 North31st Street, Billings, MT 59101, (406)255-6300. In this regard, this communication is strictly intended for individuals residing in the states of Montana, Wyoming, North Dakota, Minnesota, Washington and Colorado. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.