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 previously served on the Board of Directors of The Nautilus Group®, 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.

She is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, an Eagle Plus Member, and a Registered Representative with NYLIFE Securities LLC.

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.

Carrie is actively involved in the community through her work on operating and foundation boards for several organizations and memberships including Valley Estate Planners and Advanced Life Underwriters Association (AALU). Carrie is married to Brian and they have two teenaged children, Max and Windsor.

Chad Tucker

Chad serves clients by developing integrated financial and estate plans from an individual and business perspective. Family protection and tailored portfolio management are the foundations of his practice. He is a graduate of New York Life’s Advanced Planning Group’s Coaching Series, a client-centered planning process with the goal of helping clients crystallize their overall planning objectives and design appropriate solutions. Chad is an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor and a Registered Representative with New York Life Securities LLC. He currently holds Series 6, 7, 63 and 65 FINRA registrations.

Chad earned a bachelor’s degree in finance from the University of Oklahoma in 1993. He is an active member of his church and serves on the Phoenix Children’s Hospital Foundation Planned Giving Advisor Committee. Chad and his wife, Colleen, have two young children, Ella and Jack.

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.

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