Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

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Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

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Business Owners

We understand the challenges and demands of running a business. Find out how our consultative approach helps to address multiple business planning needs.

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Becki M. Krueger

Operations Manager

Becki Krueger brings more than 20 years of financial services industry experience to her role as an Operations Manager at Eagle Point Investment Advisors. Becki is responsible for a broad range of office administration and operation functions and works closely with our clients and advisors.

She enjoys personal contact with clients and working closely with LPL to solve operational issues. Her proficiency across all aspects of operations management, quality control and client care help to ensure a smooth, efficient and enjoyable experience for our team members and clients.

Becki earned her Bachelor of Science degree from Southern New Hampshire University and holds the series 7 and 63 securities registrations with LPL Financial.
She and her husband Michael live in Dunbarton, NH with their son, Ethan and dog, Mattie. Becki enjoys trips to Maine to visit family and friends, long walks on the beach, watching her son play sports, and knitting.

Codi Albin

Administrative Assistant

Codi Albin became part of the Eagle Point family in 2019 as an Administrative Assistant and brings with her 8 years of experience in the banking industry. Here at Eagle Point Investment Advisors, Codi works one on one with our Operations Manager and team of Advisors to assist their clientele in opening a variety of new accounts, conduct account maintenance, and process transactions. Codi is also responsible for monitoring distributions, working with GWP clients, and assisting with training new staff members. She has a passion for working closely with people to help them achieve their financial goals.

Originally from Florida, Codi moved to New Hampshire in 2017 in admiration of the outdoors and difference seasons. In her spare time, you might find Codi hiking a mountain or by the beach, spending time with family and friends, or at home cooking or reading a book. Codi is a full-time student at Southern New Hampshire University with an associate’s degree in accounting and finalizing her bachelor’s degree in business.

Adina Mahmutovic

Administrative Assistant

Adina brings over 13 years of office administration experience to her current position as an Administrative Assistant. Adina worked for an international aluminum investment company before coming to Eagle Point. She worked closely with the management team and ensured that contracts and sales administration, human resources and various administrative procedures were running smoothly.

Adina was born in Bosnia and moved to the United States in 2001 with her parents and her twin sister and is fluent in Bosnian language. She earned her Associates in Accounting and is continuing education to obtain a Bachelor’s degree.

She lives in Manchester, NH with her husband and three sons. Adina enjoys spending time with the family, playing volleyball and watching her boys play various sports.

Adina is excited for the opportunity to work in this industry and is eager to learn and grow professionally.