About Our Firm : NYL- Eagle Strategies

About Our Firm

Our Mission

Here at TSG Financial, we work with our clients and their third party advisors to create and execute effective wealth management strategies and guide them in the following key areas:

  • Charting the path for their financial future
  • Planning their estate to protect their assets
  • Providing a smooth transfer of assets
  • Minimizing any potential estate taxes
  • Helping business owners with succession planning

Meet Our Team


Mike Shumard
Managing Member

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Mike is the managing member of TSG Financial, and a member agent of The Nautilus Group®, a service of New York Life Insurance Company limited to approximately 225 of the company’s more than 11,000 agents. Mike specializes in helping clients chart their course in financial, business and estate planning, while creating lasting relationships with his clients and their advisors.

Mike is a Life and Qualifying Member of the MDRT* and a member of New York Life’s President Council**. He graduated from the University of Oklahoma with a BA in Advertising, and spent 16 years in the home furnishings industry. He joined New York Life in 1990.

Away from the office, Mike teaches a men’s Sunday School class, and serves on his church’s personnel committee. He enjoys raising cattle, hunting and recreational activities on the lake. Mike is married to Karen, and they have two grown children, Natalie and Brandon, as well as three grandchildren.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance and sales performance in the insurance and financial services industry. Mike has been a member of MDRT annually since 1992.
**Mike has been a member of Council annually since 1997.


Adam L. Wheeler

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Adam is a Member at TSG Financial, and works with individuals and business owners to help them protect, accumulate and distribute assets in an integrated plan. Primarily, Adam offers retirement planning, has completed the NYLIFE Securities course: Macro Asset Perspective®; a process that helps clients accumulate assets in a risk averse and tax diversified manner. Adam’s passion comes from a desire to help alleviate his clients’ stress regarding personal finances and retirement planning by creating a plan to succeed.

Adam offers a variety of products and services, but has a commitment to his clients to never pitch products or unnecessary services. He makes it a point to ask a lot of questions so that he fully understands the “financial picture” and then addresses the concerns and comes up with a plan that helps solve their problems and secure their future. Adam has earned the Career Life Success Award for Agents in their first three years, was the New Agent of the Month in January 2010, and a Paid Case Leader in July 2012.

Adam graduated from the University of Arkansas with a BS in Finance, with a concentration in Investing and Financial Management. He joined New York Life in 2009. In his personal time, Adam enjoys watching Razorback Football, deer hunting, and spending time with his wife Danielle, son Emory and daughter Ellington.


Karen Shumard
Director of Underwriting

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As the Director of Underwriting, Karen's focus is on client service and tracking the progress of all life insurance applications, securing medical records and communications during the underwriting process with a focus on expediting completion of the process.

Karen is married to Mike, and they have two grown children, Natalie and Brandon, and three grandchildren who she enjoys spoiling in her free time.


Christy Burney
Director of Social Media

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Christy works as the Director of Social Media for TSG Financial. She previously worked with Mike as an Account Manager for small business and individual benefits.

Prior to working with TSG Financial, Christy was a Sales Intake Coordinator for an Arkansas based insurance carrier. She has two grown children, Hayley and Jackson. In her off time, Christy enjoys gardening, reading and camping.


Dee Williams
Customer Service & Administrative Manager

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As the Customer Service and Administrative Manager at TSG Financial, Dee has a close working relationship with clients. She process requests and follows up with outside representatives to ensure that requests are being processed in a timely manner. Dee also manages the daily office operations. Dee joined TSG Financial in 2002, and she takes pride in knowing the clientele on a more personal professional level.

Away from work, Dee enjoys spending time with her family. She and her husband Jeff enjoy taking long country drives, and Dee is also a part of the praise team at her church. Dee and Jeff, married since February 1984, have a blended family of two grown sons, three grown daughters, five grandchildren and two great grandchildren.