About me
As a Regional Vice President, I’m responsible for driving annuity sales in Colorado, Arizona, Utah and New Mexico. With my team of experts, I specialize in strategies to maximize retirement income so clients can enjoy the retirement they deserve.
Before joining New York Life/MainStay Investments in 2015, I was a virtual Regional Vice President at Transamerica, where I distributed mutual funds across all channels in nine states. I previously served as an advisor with Charles Schwab and Bank of the West. I earned a BA in Economics from Colorado State University and was recognized as a Top Wholesaler for New York Life Annuities in 2020.
My family and I also like to contribute time and resources to several nonprofit organizations, including those supporting underprivileged students in the Denver area, as well as the Leukemia & Lymphoma Society and Team Rubicon.
Additional information
- Internal partner: Vishal Thadimari
- Email: Vishal_Thadimari@newyorklife.com
- Phone: (212) 576-5284
Let's Meet
I would like to learn more about your challenges, client needs, and hobbies and passions.
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