Eagle Financial Advisors, LLC

David Miller is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Eagle Financial Advisors, LLC, a seven-advisor team based in Frisco, TX, and has held roles at firms including CLA USA Advisory Group and Ameriprise Financial. In addition to his advisory work, he serves as president of Miller Financial Services, Inc., a life insurance and annuity business. Eagle Financial Advisors provides portfolio management, third-party manager selection, and financial planning services to individuals, trusts, corporations, and other entities. The firm emphasizes client-specific investment policies and manages primarily on a non-discretionary basis, using a combination of mutual funds, ETFs, equities, and fixed income investments.

Matthew Zajac is a financial advisor at Eagle Financial Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Eagle Financial Advisors since 2014, including time at Eagle Financial Group. Prior to that, he was with Cla USA Inc for 17 years. He is also an insurance agent affiliated with Eagle Financial Group since 2002. Eagle Financial Advisors is an independent advisory firm with a seven-advisor team that serves individuals, trusts, corporations, and other entities. The firm offers both discretionary and non-discretionary portfolio management and financial planning services, using a combination of quantitative and qualitative analysis and third-party manager selection.

David Delekta is a ChFC® credentialed financial advisor with 12 years of industry experience. He is affiliated with Eagle Financial Advisors, LLC and has worked at Eagle Financial Group and Mid American Financial. He is also active as an insurance agent through Eagle Financial Group. Eagle Financial Advisors is an independent advisory firm with a seven-advisor team that provides portfolio management and financial planning services to individuals, trusts, corporations, and other entities. The firm emphasizes client-specific investment policies and offers both discretionary and non-discretionary arrangements, managing a majority of client assets on a non-discretionary basis.

Scott Goodman is a financial advisor with Eagle Financial Advisors, LLC in Santa Fe, NM. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Goodman has worked at Eagle Financial Advisors since 2015 and previously spent 10 years at CLA USA, Inc. He is also engaged as an insurance agent through Eagle Financial Group. Eagle Financial Advisors is an independent advisory firm with a seven-advisor team serving individuals, trusts, corporations, and other entities. The firm provides portfolio management, financial planning, and third-party manager selection, offering both discretionary and non-discretionary arrangements tailored to client preferences.

Matthew Marsh is a financial advisor at Eagle Financial Advisors, LLC in Frisco, TX, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at Edward Jones for seven years and operated as a self-employed advisor before joining Eagle Financial Group and later Eagle Financial Advisors. Marsh is the sole owner of Dynamic Retirement Solutions, LLC, a business offering fixed annuity and life insurance products. Eagle Financial Advisors is an independent advisory firm with a seven-advisor team serving individuals, trusts, corporations, and other entities. The firm manages nearly $87 million in client assets primarily on a non-discretionary basis and provides personalized investment policies, portfolio management, and third-party manager selection.

John Lopez is a financial advisor at Eagle Financial Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Financial Advisors since 2015 and Eagle Financial Group since 2019. Prior to that, he spent 12 years with CLA USA Inc. and has been an independent insurance agent since 2004. Eagle Financial Advisors is an independent advisory firm with a seven-advisor team serving individuals, trusts, corporations, and other entities. The firm provides portfolio management, financial planning, and selection of third-party managers, offering both discretionary and non-discretionary services tailored to client preferences.

Thomas Vendryes is a financial advisor with Eagle Financial Advisors, LLC in Plano, TX, holding Series 65 and Series 66 credentials and 13 years of industry experience. He has been associated with Eagle Financial Advisors since 2014 and Eagle Financial Group since 2019. Outside of his advisory role, he is the owner and president of Silver Tree Financial, a firm that provides health insurance, fixed index annuities, and life insurance to non-CLA clients. Eagle Financial Advisors is an independent advisory firm with a seven-advisor team serving individuals, trusts, corporations, and other entities. The firm offers both discretionary and non-discretionary portfolio management and financial planning services, using a combination of mutual funds, ETFs, individual equities, fixed income, and third-party managers tailored to client-specific investment policies.