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 experience as an advisor and wholesaler well-positioned me to understand the needs of both advisors and their clients when it comes to retirement income. Through active partnerships, I’ve taken a consultative approach to understanding an advisor’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.