Our Team

Carrie L. Hall, CLU®, CFP®

Carrie has been helping her clients in financial, business and estate planning since 1985, and has been affiliated with New York Life as an agent since 1988. Carrie is a Nautilus Plus Member and was elected to serve on the Board of Directors of The Nautilus Group® for four years beginning in 2018. The Nautilus Group® is an exclusive, advanced planning resource for estate conservation and business continuation strategies. The Nautilus Group® is a service of New York Life Insurance Company, and Nautilus Plus membership is limited to 20 of the company’s more than 12,000 agents.

Carrie is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, an Eagle Plus Member which is an elite group of 30 advisers, and a Registered Representative with NYLIFE Securities LLC.

Through her hard work with New York Life, Carrie is a qualifying member of the Million Dollar Round Table (MDRT) and has achieved memberships to New York Life’s Chairman’s Council and Life Council.

Carrie graduated from Arizona State University with a bachelor’s degree, cum laude, in finance with an emphasis in accounting. She has earned the Chartered Life Underwriter (CLU®) and Certified Financial Planner® (CFP®) designations from the American College and now serves on the American College Alumnae Board.

Carrie is actively involved in the community through her work on operating and foundation boards for several organizations and memberships including Valley Estate Planners, Advanced Life Underwriters Association (AALU), The Brophy Foundation, Barrow Neurological Institute Women’s Board, Arizona Women’s Board Supporting Kidney Health, Arizona Community Foundation Professional Advisory Board, Arizona Children’s’ Association and the Xavier Board of Trustees. She is also periodically gives her time to speak at events through her affiliation with The Nautilus Group®, Eagle Strategies and NAIFA (The National Association of Insurance and Financial Advisors). Carrie is married to Brian and they have two children, Max and Windsor.

CA Insurance Lic# 0B31329

Chad Tucker

Chad serves clients by developing integrated financial plans that focus on five key planning areas, PROTECTION, RETIREMENT, INVESTMENT, ESTATE and CHARITABLE GIVING. Utilizing a thorough process, he enjoys helping business owners navigate the unique planning needs of their ongoing business with an eye towards succession planning on the horizon. Trusted guidance and comprehensive solutions are cornerstones of his practice.

Chad is a graduate of the New York Life Advanced Planning Group’s Coaching Series, a client-centered planning process with the goal of helping successful clients crystallize their objectives and design suitable solutions. A key goal is to not just design plans, but to execute them with precision to help clients achieve their goals.

Prior to starting his career in financial services, Chad earned his Bachelor’s (BBA) Degree in Finance from the University of Oklahoma in 1993. He went onto become an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor, and a Registered Representative with New York Life Securities LLC. He holds his Series 6, 7, 63 and 65 securities licenses.

He and his wife, Colleen, got married in 2005 and have two elementary school children, Ella and Jack. The Tuckers are enthusiastically involved in their children’s school and are active members at their church.

CA Insurance Lic# 0H76080

Cyndi Coniam

Cyndi is the Chief Operating Officer for the firm. She has nearly four decades of experience in the areas of process management, customer service, benefits and insurance. Cyndi manages the scheduling, underwriting and service processes for the firm, as well as the business operations. She is married to Bill and they have two grown sons and two grandchildren.

Natalie Reader

Natalie is the Director of Underwriting for the firm. She has more than 20 years of administrative experience in the life insurance industry with a direct focus on client service and underwriting management. Natalie and her husband, Shawn, have two young daughters and have lived in the Valley of the Sun for the past 25 years.

Michelle Leathers

Michelle is an Executive Administrative Assistant for Charles Tucker. She has more than 35 years experience in the areas of process management, customer service, and financial based needs. Michelle enjoys time with her family and friends and is a native to Arizona.

Market Watch

Last Closing Prices

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Dow Jones Industrials 25,339.99 +1.15%
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