Our Team

Terry Lewis (CA Insurance Lic. #0778399), Joshua Batalden, and Courtney Ruiz (CA Insurance Lic #4197217) are collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MN, AZ, CA, CO, CT, DC, FL, IA, MA, MD, MI, MO, ND, NE, NV, NY, OR, SD, TX, UT, VA, WA & WI.

Terry, Joshua, and Courtney are Registered Representatives collectively licensed to offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 3600 Minnesota Drive, Suite #100, Edina, MN 55435 - (952) 897-5011. In this regard, this communication is strictly intended for individuals residing in the states of MN, AZ, CA, CO, FL, IN, MI, MA, MD, MN, MO, ND, NE, NY, NV, OR, SD, TX, VA, WA & WI. No offers may be made or accepted from any resident outside the specific states referenced.

Terry, Ethan Anderson, and Joshua are also registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of MN, AZ, CA, CT, FL MD, MO, NH, NV, NY, SC,SD NV, NY, TX, VA & WI. As such, these services are strictly intended for individuals residing in the specific states referenced.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Insurance companies.

VERITAS FINANCIAL STRATEGIES, LLC is not owned or operated by NYLIFE Securities, Eagle Strategies or any of their affiliates.

Terry is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.