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Meet Kristin

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Kristin Montagne​
206.778.0407
kmontagne@eaglestrategies.com

Kristin Montagne

Wealth Advisor

Kristin Montagne is a Financial Advisor with Eagle Strategies and a New York Life Agent whose career reflects both discipline and artistry. With more than a decade of experience serving professionals, pre-retirees, and retirees, she designs thoughtful, tax-efficient strategies that foster clarity, confidence, and long-term security. Kristin brings an uncommon blend of analytical precision and intuitive understanding to her work, helping clients turn complex goals into elegant, achievable plans. Her clients are drawn to her steadiness, insight, and ability to transform financial conversations into experiences of clarity and calm.

Education and Background

Kristin attended Seattle Pacific University, where she studied European Studies and Piano Pedagogy. Her early career as a piano instructor and studio owner cultivated her appreciation for focus, rhythm, and personal growth-qualities that now inform her approach to financial planning. Later, as a leader at Nordstrom, she refined her skills in organization, communication, and service. Each chapter of her professional journey reflects her dedication to mastery, meaningful connection, and the art of continuous improvement.


Designations & Memberships

Kristin is currently pursuing her Chartered Financial Consultant® (ChFC®) designation to expand her depth of knowledge in comprehensive planning. She is also a member of the Million Dollar Round Table (MDRT) 2026, recognized for professional excellence and an unwavering commitment to clients' best interests.


Community Involvement

Kristin has been an active part of her church's music ministry for much of her life, finding joy in using her gifts to serve others and create moments of connection through music. She has also participated in home-building mission trips to Tijuana, Mexico, helping families build secure homes and stronger futures.


Personal Life

Kristin has been married for 28 years and is the proud mother of three children and one granddaughter, who are the center of her world. Outside of work, she finds renewal in the outdoors-hiking, skiing, and enjoying time with her dog. Both thoughtful and dynamic, she brings curiosity, conviction, and compassion to everything she does. Her professional life, much like her music, is defined by rhythm, harmony, and a deep belief that well-crafted plans can create both stability and freedom.



Bellevue
10885 NE 4th Street
Suite 1400
Bellevue, Washington 98004
Manhattan
1 World Trade Center
39th Floor
New York, New York 10007

Disclosure

Doug Lambert 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 #0G11726), CO, FL, GA, HI, KY, NJ, OR, PA, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Doug Lambert 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, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 425-462-4931. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, KY, MA, OR, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Doug Lambert 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, CO, FL, GA, HI, KY, MA, OR, PA, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Farhod Sultonov 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 #0M33608), FL, GA, IL, MA, MD, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

Farhod Sultonov 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, 285 Fulton St 39th Fl, New York, NY, 10007, 646-898-7328. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, IL, MO, NC, NJ, NY, OH, PA, TX, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Farhod Sultonov 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 CA, FL, GA, IL, MO, NC, NJ, NY, OH, PA, TX, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Farhod Sultonov is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Curtis Lightle 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 #0F98842), CO, MA, MD, OR, UT, and WA. No insurance business may be conducted outside the states referenced.

Curtis Lightle 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, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 425-771-8101. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, GA, MA, OH, OR, TN, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Curtis Lightle 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, CO, GA, MA, OH, OR, TN, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kristin Montagne 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 #4145195), CO, FL, ID, MT, SC, SD, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Kristin Montagne 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, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 206-778-0407. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, MT, NC, OR, SD, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kristin Montagne 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, CO, MT, NC, SD, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Douglas Lambert 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 #4414251), FL, KY, NJ, PA, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Douglas Lambert 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, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 425-281-9794. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, MD, NJ, OR, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Douglas Lambert 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 CA, CO, FL, GA, MD, NJ, OR, PA, TX, VA, 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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