About Us

Laurie Adams (CA Insurance License #0K60779),  Curtis Lightle (CA Insurance License #0F98842), and Kevin Peterson (CA Insurance License #0G81526) are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, CA, DC, ID, IL, MA, NC OR, TN, and WA. No insurance business may be conducted outside of these states referenced.

Neither The Summit Partners  nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Laurie Adams, Curtis Lightle and Kevin Peterson are collectively Financial Advisors offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of AZ, CA, DC, ID, IL, MA, NC OR, TN and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Laurie Adams, Curtis Lightle and Kevin Peterson are collectively Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, DC, ID, IL, MA, NC OR, TN and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The Summit Partners is not owned nor operated by New York Life Insurance Company or its affiliates.  Eagle Strategies LLC is a New York Life Company.