I’m a Senior Regional Vice President for New York Life Annuities responsible for covering annuity distribution across all channels in Arkansas, Louisiana, Mississippi and Houston, TX. In this role, my priority is to educate and connect with financial advisors, so they can help their clients with solutions across the financial planning spectrum, from accumulation to income.
I bring more than 23 years in the financial services industry and 13 years of wholesaling experience to New York Life. My deep understanding of annuities, mutual funds, and life insurance, provide a holistic, solutions-based approach to wholesaling. I also provide valuable business building opportunities, including one-on-one advisor meetings, effective group meetings, and dynamic client events.
I have a passion for helping advisors across a variety of client situations and strive to improve their knowledge of the retirement landscape. I graduated from Ohio Wesleyan University with a B.A. in International Business. I also hold a FINRA series 7, 24, 63, and 65 registrations and Group I, Life and Health. I currently reside in Missouri City, TX with my wife, Dowanna and two sons, Charles and Chase.
I would like to learn more about your challenges, client needs, and hobbies and passions.