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Beyond Financial Planning


Articulate your why. Validate your vision. Outlast your outcome.

Why Cap 5?


Our Professionals


Our Approach


Client Families


“Specializing in the bigger conversations

and putting the why before the how.”

Tyler Location


5041 Kinsey Drive
Tyler, TX 75703

Call: 903.581.2098

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Dallas Location


5005 Lyndon B Johnson Fwy
Suite 1600 & Suite 1125
Dallas, TX 75244

Call: 903.581.2098

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • About
    • Why Cap 5?
    • Our Professionals
  • Expertise
    • Core Services
    • Client Families
  • Process & Approach
    • Our Approach
    • The Heritage Planning Process™
  • Cap 5 Blog
  • Contact Us
  • Client Portal
Disclosure

Rodger Johnson, and Tiffany Kirgan are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Rodger Johnson (AR Insurance License #737579) (CA Insurance License #0E88429).
Tiffany Kirgan (CA Insurance License #0E88430).

As a New York Life Agent, Rodger Johnson is licensed and authorized to offer insurance in California and Arkansas, but Capital 5 Family Wealth may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

As a New York Life Agent, Tiffany Kirgan is licensed and authorized to offer insurance in California, but Capital 5 Family Wealth may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer 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:
Rodger Johnson, 5041 Kinsey Dr, Tyler, TX 75703, 903-581-2098.
Tiffany Kirgan, 5041 Kinsey Dr, Tyler, TX 75703, 903-581-2098.

Rodger Johnson, and Tiffany Kirgan are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Rodger Johnson, and Tiffany Kirgan are Member Agents of The Nautilus Group®, a service of New York Life Insurance Company.

Capital 5 Family Wealth is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Capital 5 Family Wealth nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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