About Me
I’m a Senior Regional Vice President for New York Life Annuities responsible for covering annuity distribution across all channels in Kansas, Missouri, Nebraska and Oklahoma. In this role, my priority is to educate and connect with advisors, so they can help their clients with solutions across the financial planning spectrum, from accumulation to income.
I bring more than 28 years in the financial services industry and 22 years of wholesaling experience to New York Life. My deep understanding of annuities, mutual funds, and life insurance, provide a holistic, solutions-based approach to wholesaling. I also provide valuable business building opportunities, including one-on-one advisor meetings, effective group meetings, and dynamic client events.
I have a passion for helping advisors across a variety of client situations and strive to improve their knowledge of the retirement landscape. I graduated from the University of Colorado at Denver with a degree in Finance. I also hold a FINRA Series 7, 6 and 63 registrations and Life and Health.
Additional Information
I currently reside in the Kansas City metro area with my wife Aimee and two stepchildren Sydney and Grant.
Let's Meet
I would like to learn more about your challenges, client needs, and hobbies and passions.
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