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 almost 25 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 to provide the best possible experience 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 was born and raised in Maine.  She earned her Bachelor of Science degree from Southern New Hampshire University in Business Management and holds the series 7 and 63 securities registrations at LPL Financial.  She and her husband Michael live in Dunbarton, NH, along with their son, Ethan and dog, Mattie.  Becki enjoys trips to Maine to visit with family and friends, long walks on the beach, kayaking with her husband, and arts and crafts.