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Claire Sauerman

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Overview:
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As the Administrative Manager of Lobo Wealth Strategies, Claire provides professional ongoing support and service to clients and the agents, ensuring client needs are being met and they are on track to reach their financial goals.

Background:
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Since joining the team in 2021, she has passed the Life and Health Exam, FINRA: SIE, Series 7 and Series 66, to become a fully registered Associate Financial Advisor.

Personal:
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Claire was born and raised in New Mexico. She attended the University of New Mexico, where she graduated with a BA in Psychology. In her free time, she enjoys spending time outdoors, hiking, biking, snowboarding and spending quality time with her husband and daughter.

Disclosure

Jack Hall 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 AL, AZ, CO, CT, FL, GA, MI, MO, NM, NV, OH, OK, OR, SD, TX, VA, and WY. No insurance business may be conducted outside the states referenced.

Jack Hall 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, 8220 San Pedro Dr Ne Ste 110, Albuquerque, NM, 87113, 505-821-4300. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, GA, IN, MA, MI, MN, MO, MT, NE, NM, NV, NY, OH, OK, OR, SD, TX, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Jack Hall 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 AZ, CO, CT, FL, GA, IN, MA, MI, MN, MO, MT, NE, NM, NV, NY, OH, OK, OR, SD, TX, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Phillip Finley 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 AR (AR Insurance License #1298700), AZ, CA (CA Insurance License #0C77640), CO, GA, IN, NH, NM, NV, and TX. No insurance business may be conducted outside the states referenced.

Phillip Finley 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, 8220 San Pedro Dr Ne Ste 110, Albuquerque, NM, 87113, 505-821-4300. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, ID, NM, OH, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Phillip Finley 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 AZ, CA, CO, CT, ID, NM, OH, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Lobo Wealth Strategies, PC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Lobo Wealth Strategies, PC 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.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • Who We Are
    • Our Firm
    • Our Team
    • Commitment
  • How We Help
    • Our Process
    • Common Services
    • Solutions
    • Partnering With Other Professionals
  • Client Resources
    • Articles
    • In The News
    • Calculators
    • Life Stages
  • Get In Touch
    • Contact Us
    • Our Location
    • Office Directory
  • Client Login
    • NYL Online Account
    • Wealthscape
    • NYLIM
    • eMoney
    • Capital Group/American Funds

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