About Me
As a Senior Regional Vice President with New York Life Annuities, I’m responsible for annuity distribution across all channels in Southern California and Hawaii. I take a multi-faceted, solutions-oriented approach to annuity wholesaling by striving to understand the needs of my advisors and their clients.
I bring a wealth of knowledge to my business partners, having more than 21 years experience in sales and 12 years wholesaling. My expertise as a seasoned wholesaler helps me provide advisors with effective retirement strategies for their clients.
I hold a FINRA series 7, and 63 registrations, Life and Health insurance license. Living in Los Angeles, California with my wife and two children, I’m a native to Los Angeles, an avid golfer, and enjoy the beach with my children.
Let's Meet
I would like to learn more about your challenges, client needs, and hobbies and passions.
Build a Generation-Resilient Business
The greatest transfer of wealth in history has begun as financial advisors face the challenge of a shrinking book of business.