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Meet Katie

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kbrodie@eaglestrategies.com

Katie Brodie

Practice Manager | LSA

Katie Brodie serves as the organizational and client service cornerstone of The Cooper Fauteux Team. She began her financial services career in 2009 with New York Life, where she developed her expertise and passion for helping clients. After a brief tenure with another financial firm, she joined our team in October 2023 as Practice Manager and Licensed Service Assistant for Ron Cooper and Kevin Fauteux at Eagle Strategies, LLC.

Professional Highlights

  • Comprehensive Expertise: With her Life, Health, and Accident Insurance Licenses, Katie brings both technical proficiency and a deep commitment to client service.

  • Educational Foundation: She earned her Bachelor of Science in Criminal Justice and Sociology from Salem State University, a foundation that informs her ability to manage complex operations with precision, empathy, and sound judgment.

  • Efficient Operations: Katie ensures that the firm’s operations run seamlessly while maintaining the highest standards of client care. She oversees daily workflows, coordinates administrative staff, and serves as a key point of contact for clients.

  • Client-Centric Support: Whether facilitating account management, new business processing, or portfolio maintenance, Katie approaches each responsibility with professionalism, efficiency, and a genuine dedication to service.

Personal Insights

Originally from Framingham, Massachusetts, Katie now resides in Chelmsford with her husband and two children. Outside the office, she enjoys spending time with family and friends, relaxing at the beach, and tackling challenging jigsaw puzzles.

“We didn’t just receive a plan — we gained a
partner who truly understands our family’s future.”

Get In Touch

150A Andover Street, Suite 7A
Danvers, MA 01923

Office: (978) 854-0011
cooperfauteux@eaglestrategies.com

Get In Touch

Disclosure

Ronald Cooper Jr is an agent of and 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 #5925889), AZ, CA (CA Insurance License #0K28431), CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WI. No insurance business may be conducted outside the states referenced.

Ronald Cooper Jr 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, 150a Andover St Ste 7a, Danvers, MA, 01923, 978-854-0011. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Ronald Cooper Jr 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 AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Ryan Bajjaly is an agent of and 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 AZ, CT, DE, FL, GA, MA, ME, NJ, NY, PA, RI, and WA. No insurance business may be conducted outside the states referenced.

Ryan Bajjaly 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, 150a Andover St Ste 7a, Danvers, MA, 01923, 315-408-5339. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, DE, FL, GA, MA, ME, NC, NH, NY, PA, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Ryan Bajjaly 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, CT, DE, FL, GA, MA, ME, NC, NH, NY, PA, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

Ryan Hart is an agent of and 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 AZ, CA (CA Insurance License #0L14553), CT, FL, IA, MA, ME, MN, NC, NH, OR, RI, TN, VA, and WA. No insurance business may be conducted outside the states referenced.

Ryan Hart 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, 150a Andover St Ste 7a, Danvers, MA, 01923, 781-264-8662. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, IA, MA, ME, MN, NC, NH, NY, OH, OR, RI, SC, TN, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Ryan Hart 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, CT, FL, IA, MA, ME, NC, NH, NY, OH, OR, RI, SC, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kevin Fauteux is an agent of and 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 CA (CA Insurance License #4157704), CT, DC, FL, GA, MA, MD, ME, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Kevin Fauteux 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, 150a Andover St Ste 7a, Danvers, MA, 01923, 978-717-5662. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kevin Fauteux 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, CT, DC, FL, GA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide 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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