The Team

Doug joined Stormont Financial Strategies in 2012. He makes sure the office runs smoothly and that your service needs are met. Previously, Doug worked at Weill Cornell Medical College in the finance and payroll departments. Before that, he worked in the newsroom at WNEW Radio.

He has an encyclopedic knowledge of music, loves to see the world, and is a fountain of information.

Amit is a Finance graduate and joined us fresh out of college. He is on track to become a Financial Advisor, showcasing a commitment to professional growth and financial expertise. Hailing from a business-oriented family, Amit excels in nurturing meaningful connections. Outside the corporate world, Amit is all about soccer, rocking out at metal concerts, and enjoying some tea with pure enthusiasm. His life is a mix of numbers, rock beats, soccer, and a whole lot of tea adventures!

Jackie joined us with over 9 years of dedicated experience in marketing and project management. She has a proven track record of delivering exceptional campaigns and managing complex projects for a major NYC media agency. Outside of professional endeavors, Jackie enjoys traveling, going to live shows and concerts, reading, staying active, and spending time outdoors.

Travis joined the Stormont family in 2018 and Rosie in 2019. They are responsible for keeping the team and our clients positive and energized.

Through Eagle Strategies, Gina Stormont provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

Gina Stormont and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer by all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investors Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/30/2021.)

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Gina Stormont can bring additional experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax, and accounting advice.