Who We Are

In talking about his work philosophy with regard to his clients, Terry speaks with sincerity and conviction: “I provide quality service to my clients by continual advancement of my knowledge and experience through education, application, training and review.  I will retain the confidence and trust of my clients through my total commitment to honesty and integrity in every aspect of our relationship.”

 

 

 

 

 

 

Phone: (952) 897-5011
Fax:     (952) 897-5007
Email:  Terry@vfstrategies.com

 

Terry K. Lewis, CLU®, CFP®, ChFC®

CA Insurance Lic# 0778399


Terry K. Lewis has been highly successful in providing quality insurance products, financial services and wealth management services to his clients since 1980.  He works with clients as a Financial Advisor with Eagle Strategies LLC.  Terry’s career focus is on estate conservation, business insurance planning for succession, asset management, and key employee protection.  Prior to his work in financial services, Terry served two tours of duty with the United States Marine Corps.  His professional affiliations include membership in the Association for Advanced Life Underwriting (AALU), the Society of Financial Service Professionals (FSP), and the National Association of Insurance and Financial Advisors (NAIFA).  Active in his community, Terry is past chairman of the board of the Edina Chamber of Commerce, past church council president, and the Edina Visitors Bureau “Explore Edina” Board Member and past chair.  Terry and his wife, Katie, make their home in Edina and he has two adult children, Justin and Jeremy.  He and Katie are proud grandparents to Sloane and Holden.

 

Phone: (952) 897-5094
Fax:    (952) 897-5066
Email: eanderson04@ft.nyl.com
 

Ethan Anderson, CLU®


Ethan Anderson has been an agent of New York Life Insurance Company for two years and is an Investment Adviser Representative with Eagle Strategies LLC.  He is a graduate of the University of Wisconsin-River Falls with degrees in Business Administration (Finance) and Economics.  Ethan currently holds his Life, Health, and Accident insurance licenses in MN, SD, and WI, as well as his Series 7, 63, and 65 licenses with FINRA.  Ethan is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a passionate Hudson Daybreak Rotarian.  His focus is on helping business owners, professionals, and families reach their financial and estate conservation goals through comprehensive strategies.  Ethan and his wife, Sara, reside in Hudson, WI.


Phone: (952) 897-5018
Fax:    (952) 897-5066
Email: cruiz@ft.newyorklife.com
 

Courtney Ruiz


Courtney Ruiz has been with New York Life Insurance Company for 13 years. She has a Bachelor’s degree in Business Administration from the Minnesota School of Business. She is a Registered Representative of New York Life Securities LLC. Courtney currently holds Series 6 and 63 licenses with FINRA along with Life, Health, and Accident insurance licenses in MN and WI. Courtney assists business owners, individuals and families to create financial strategies to protect their assets and meet financial aspirations for the future. Courtney has been actively involved with the New York Life Foundation for over a decade and is passionate about the Grief-Sensitive School Initiative. Courtney resides in St. Paul Park, MN with her significant other, Tristan. Courtney’s daughter, Kaelyn, is a representative with New York Life.


Phone: (952) 897-5023
Fax:     (952) 897-5007
Email:  Amy@vfstrategies.com
 

Amy Dufresne


Amy has 30 years of experience in the financial/insurance industry and serves as our Director of Operations, managing the business processes of our office.  She focuses on client service, managing the underwriting process, and maintaining the office financials.  Amy holds her insurance license, as well as a Series 6 and 63 licenses with FINRA.  She and her husband, Tom, have two children, Emma and Will.

 

Phone: (952) 897-5095
Fax:    (952) 897-5007
Email: Maggie@vfstrategies.com

 
Maggie Kase
Maggie has worked in the financial and insurance industries for the past 16 years.  As the Director of Marketing for our office, she provides invaluable support to our advisers and manages daily activities relating to marketing and client development.  She holds her insurance license in the state of Minnesota and is a graduate of DePauw University.  Maggie and her husband, Matt, have two children, Greta and Tucker.

Terry K. Lewis and Ethan Anderson are Registered Representatives offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. NYLIFE Securities is a New York Life company.

 

 

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