About Me
As a Regional Vice President for New York Life Annuities, I’m responsible for annuity distribution across all channels in Illinois and Iowa.
Having more than 25 years of industry experience, I have been a wholesaler with New York Life for over 20 of them. Prior to joining New York Life, I served six years on active duty with the U.S. Army, of which five were in Germany.
I attended the University of Maryland, University College and hold the RMA®, Retirement Management Analyst, designation from the Retirement Income Industry Association®. I maintain FINRA Series 6, 7, and 24 registrations, as well as Life and Health Insurance licenses. I also obtained the Retirement Income Certified Professional designation. I live with my family outside of Chicago, IL.
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I would like to learn more about your challenges, client needs, and hobbies and passions.
Build a Generation-Resilient Business
The greatest transfer of wealth in history has begun as financial advisors face the challenge of a shrinking book of business.
