With a foundation of nearly 20 years in the financial services industry, I joined New York Life as an annuity wholesaler in 2019. Prior to joining the New York Life team, I spent 10 years with Ohio National, responsible for establishing, growing, and managing relationships in the San Francisco Bay area across distribution channels, including Bank, Wirehouse, and Independent. I also worked with John Hancock as an External Wholesaler, specializing in variable annuities and 529 plans, and as a Business Development Consultant, where I focused on cultivating new advisor relationships.
My consulting experience as a wholesaler has well-positioned me to understand the needs of both financial professionals and their clients when it comes to retirement income. Through active partnerships, I’ve taken a consultative approach to understanding a financial professional's business and client base.
I grew up in Philadelphia, PA and graduated from Clemson University. I currently reside in Albany, California with my wife, Julie, two sons Hudson and Carter, and a dog, Leta, where we enthusiastically partake in the outdoor activities that the region makes available.
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.
Our legacy of financial strength is built on our longstanding tradition of putting people first.
Our suite of solutions helps prepare for retirement with confidence and peace of mind.