Our Team

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Our Team

Icon of Herlong & Doran

The Nautilus Group®

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Eagle Strategies LLC

Thomas Herlong CLU®, ChFC®, CLTC

Managing Partner

Read About Thomas

Learn About My Credentials

Andrew Doran

Partner

Read About Andrew

Caroline Herlong Turner

Associate

Read About Caroline

Marna M. Brooks

Client Relationship Manager

Read About Marna

Maggie Rosier

Office Manager

Read About Maggie

 

Eagle Strategies LLC

Eagle Strategies LLC ("Eagle") is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. Eagle is dedicated to providing comprehensive solutions to help secure the future you desire. Eagle offers robust, high-quality investment advisory programs, ensuring Advisors have the necessary tools to design tailored solutions - solutions centered around your individual goals, time horizon, and risk tolerance.

 
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Thomas Herlong CLU®, ChFC®, CLTC

Managing Partner

thomasherlong@herlonganddoran.com

Thomas Herlong serves as Managing Partner for The Herlong & Doran Financial Group which specializes in providing investment advice for business owners and clients planning retirement. Thomas learned the meaning of team work and discipline from the family farm and that ethic transcends to the values that he shares for his family, his clients and his community.

He is among a small group of financial advisors who have been trained to use the Financial EKG process which follows proven steps to develop a customized plan that is designed to meet the needs and objectives of his clients. This process targets the actions needed to address the importance of proper asset allocation and finding the balance between pre-tax and post-tax allocation strategies.

Personal background: Thomas has been working as a financial advisor since 1993. He grew up on the family farm in Johnston and graduated from Clemson University with a B.S. in 1993. He still lives on the family farm with his wife, Jane, who is a former Miss SC and works as a professional speaker. They have two children, Holmes and Caroline. Thomas holds advanced professional designations as a Chartered Life Underwriter, Chartered Financial Consultant and Certified Long Term Care. He serves on the executive committee for The Piedmont Technical College Foundation Board and also serves on the SC Fellowship of Christian Athletes Foundation Board.

In addition, he is Life Member of the Million Dollar Round Table1, member of the National Association of Insurance and Financial Professionals, and member of Harmony United Methodist Church. Thomas has a passion for providing value to his family, his friends and his clients. Helping his clients manage risks and provide financial security for themselves and their families is one of the most satisfying accomplishments achieved.

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Andrew Doran

Partner

andrewdoran@herlonganddoran.com

Andrew is a Partner with The Herlong & Doran Financial Group, LLC, which provides financial planning advice through Eagle Strategies LLC, for affluent individuals, executives, and business owners. He began his career with New York Life in 2010 after graduating from the University of South Carolina at Aiken. Andrew graduated with a degree in Political Science and a minor in Business. He has continued his education since becoming a NYL agent. Andrew has successfully taken and passed the FINRA Series 6, 63, 66, and 7 exams.

Andrew was named New Org Agent of the Year for the Charlotte General Office for 2013. He is a consistent Council Qualifier which is reserved for the top agents in the company. He is also a qualifying member of the Million Dollar Round Table1. 1Andrew is proudly a member of the National Association of Insurance and Financial Professionals. In September of 2013 Andrew partnered with long time successful agent, Thomas Herlong, in forming the Herlong & Doran Financial Group, LLC.

Andrew has a strong passion for helping people achieve financial independence. Andrew is always pushing himself to become a more knowledgeable advisor to further help his clients. Bringing value to his clients is Andrew's only priority.

Andrew's greatest achievement is marrying the love of his life Joanne in July of 2012. They love living in Aiken, SC and have now settled in Woodside Plantation.

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Marna M. Brooks

Client Relationship Manager

Marna is our Client Relationship Manager. She is passionate about building strong relationships with each of our clients and addressing their needs and desires. Her goals are to build trust, form lifetime relationships and help all clients achieve their goals. "I enjoy getting to know each client individually. I recognize that small things to one person may not be as small to another."

Marna’s strong organizational skills encourage team communication and timely completion of action items. She continually looks for opportunities to keep our firm moving forward and enhance client satisfaction.

Marna’s education and experience include nursing, nuclear medicine and administration. She attended the Medical College of Georgia and Georgia College and State University. She received a bachelor’s degree in science and a master’s degree in Health Administration.

Marna spent her childhood in the rural backwoods of South Georgia, where she worked on the farm and learned about tree harvesting - and where money really comes from! Life on the farm included shelling peas, riding four wheelers and running an old Ford pickup so hard the engine blew up.

Marna’s drive comes from her love of people and her desire to make small differences. Marna and her husband are very dedicated to their family, which she often refers to as her "zoo." She and her husband love being involved in their children’s interests.

Her values come from a long line of hard-headed, hard-working, honest, kind and generous men and women throughout her life. In her spare time, Marna enjoys four wheeling, hiking and socializing around the fire pit with family and friends.

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Caroline Herlong Turner

Associate

Caroline Herlong Turner is an Associate at The Herlong & Doran Financial Group, LLC. Following in her father’s footsteps, Caroline decided to go into the financial services industry. She is licensed to practice in multiple states. Caroline is a hard worker who serves and builds professional relationships with her clients. She has been continuing her education since becoming a NYL agent.

Personal Background: Caroline is a cum laude graduate from Clemson University with her bachelor's degree in Communication Studies. She was a member of three different honor societies, a sorority, and Fellowship of Christian Athletes where she was active in planning events and volunteering. Caroline continued her education at the College of Charleston where she graduated as an honor student with a master’s degree in Public Administration. During her time at the College of Charleston, she worked as a Graduate Assistant for the Community Assistance Program. Caroline worked at a nonprofit for approximately and year and a half where she was a Development Officer. During this time, she was responsible for relationship cultivation with new as well as existing donors. Caroline also developed and implemented fundraising and program strategies. In the fall of 2015, she married Drew Turner, who works at Savannah River Remediation as a Control Room Operator.

She is dedicated to serving God and helping His people in planning for both the expected (family planning, retirement, wealth accumulation, etc.) as well as the unexpected (risk protection).

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Maggie Rosier

Office Manager

Maggie Rosier joined The Herlong & Doran Financial Group, LLC in 2016. She became the office manager in 2017. She has a BA in Business Administration with a concentration in Management from the University of South Carolina Aiken.

Maggie and her husband, Mark, have three children: Connor, Collins and Camden. When not at the office, she enjoys spending time with her family and friends.

1MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.