About Me
Joining New York Life in 1999, I’m currently a Senior Regional Vice President, responsible for Fixed, Variable and Income Annuity distribution in Alabama, Georgia and Northern Florida. I’ve worked in the Bank, Independent, and Wirehouse channels to help advisors identify guaranteed retirement income solutions for their clients. Prior to joining New York Life in 1999, I was an investment consultant with Citibank in New York City.
A native of upstate New York, I graduated from Cortland College in 1995, where I earned a bachelor’s degree in economics. I hold a FINRA Series 7, 63 and 24 registrations, and a Life & Health Insurance licenses, as well as a Retirement Income Certified Professional (RICP®) designation. I currently live in Birmingham, AL with my teenage daughter, Addison.
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The greatest transfer of wealth in history has begun as financial advisors face the challenge of a shrinking book of business.
