Meet Our Team
More Than Advisors. We’re Your Financial Partners.
Effective financial planning takes a team. Whether we’re collaborating with your CPA, working alongside your attorney, or bringing in experts from our network, we help make sure every part of your plan stays aligned.
At JAG Financial Boutique, we lead with transparency, empathy, and a protection-first mindset that evolves with your life—whether you're preparing for retirement, rebuilding after a life shift, or growing your business through change.
Meet the people behind the plans and the purpose that drives them.
Strategic Alliances
Carla Jagodzinski
Financial Advisor & Founder
Carla began her career in banking but found her calling in helping people make confident, informed financial decisions—especially during life’s most uncertain moments. After experiencing a personal loss that required her to navigate complex decisions alone, she became determined to ensure others never have to do the same. That conviction led her to establish JAG Financial Boutique, a firm built on clarity, connection, and long-term protection.
Today, Carla offers personalized strategies as a Financial Advisor and Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor. She’s also affiliated with New York Life Insurance Company, a mutual life insurer backed by the highest financial strength ratings currently awarded to any U.S. life insurer by all four major credit rating agencies.¹
Whether guiding individuals into retirement, supporting women through life transitions, or advising business owners, Carla works with care and intention. She often partners with CPAs, attorneys, and other professionals to align each client’s financial strategy with their broader estate and tax goals. Through New York Life’s Advanced Planning Group, she also has access to specialized support in estate, business, and insurance planning.²
Her commitment to transparency and long-term planning has earned her recognition as a 2020 Chairman’s Council Member³ and a Court of the Table qualifier with the Million Dollar Round Table (MDRT).⁴
A native of Wilkes-Barre’s North End, Carla now lives in Sugar Notch with her husband, Michael. She’s a proud mom, grandmother, CrossFit devotee, and lover of nature—from Disney trips with family to exploring the Great Smoky Mountains.
Nicolle Phillips
Assistant
With over 25 years of experience in banking and client service, Nicolle brings clarity, calm, and consistency to everything that happens at JAG Financial Boutique. As a professional Assistant, she plays a central role in coordinating the daily operations of the firm—ensuring clients feel cared for, communications stay seamless, and the business runs with boutique-level precision.
Before joining JAG FB, Nicolle built her career in the banking world—rising from Teller to Assistant Branch Manager and overseeing both service and retail operations. Today, she applies that same level of care and professionalism to every client touchpoint, from appointment scheduling to account follow-up, helping create an experience that reflects the heart of the firm.
Nicolle lives in Wilkes-Barre with her husband, their son, and the family dog. She’s known for her love of family, her organizational mindset, and her ability to bring order and warmth to every day.
*Council is an annual New York Life company recognition program based on production levels from July 1 – June 30.
**The Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance.
Our Location
670 Main St
Sugar Notch, PA 18706
PROTECT YOUR TODAY.
GROW YOUR TOMORROW.