Our Team


Stephanie McDilda

smcdilda@ft.newyorklife.com

Serving our clients is the number one priority at our practice. We couldn’t do that without the hard work and support of people such as Stephanie McDilda who has been a valued member of our team. Stephanie's primary responsibilities are scheduling meetings and appointments, providing policy service for clients such as processing beneficiary changes, and supporting marketing.

If you have any questions or need information, contact them at smcdilda@ft.newyorklife.com.

Disclosure

Thomas Schaffer is an agent 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 CO, FL, GA, MD, ME, MO, MT, NH, OH, SC, TX, VA, and WV. No insurance business may be conducted outside the states referenced.

Thomas Schaffer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4140 Parklake Ave Ste 450, Raleigh, NC, 27612, 919-332-1957. In this regard, this communication is strictly intended for individuals residing in the states of CO, MD, MT, NC, OH, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Schaffer is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, MD, MT, NC, OH, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

TRANSITIONS FINANCIAL STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TRANSITIONS FINANCIAL STRATEGIES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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