Passionate. Personal. Dedicated to helping clients live the retirement they deserve.
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.
Prior to joining New York Life/MainStay Investments in 2015, I worked as a virtual Regional Vice President at Transamerica distributing mutual funds across all channels in nine states. I also worked as an advisor with Charles Schwab and Bank of the West.
Graduating from Colorado State University, I have a BA in Economics.
Additional Information
- 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.
- In 2020, I was awarded as a Top Wholesaler for New York Life Annuities.
Let's Meet
I would like to learn more about your challenges, client needs, and hobbies and passions.
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