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 the Mid-Atlantic region. 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.
