About Me
As a Senior Regional Vice President for New York Life Retail Annuities, I’m responsible for annuity distribution across all channels in Pennsylvania and Southern New Jersey. My goal is to develop and implement strategies with advisors to help their clients accumulate assets and mitigate the most common risks associated with retirement income planning.
I have over 20 years of industry experience and joined New York Life in 2001 after working for the Concord Equity Group and MassMutual. In addition to my current role, I took on additional responsibilities in 2020 by becoming a Home Office Sales Liaison. With this title, I provide real time field intelligence and ideas for the purpose of maintaining New York Life’s competitiveness in products, marketing, and thought leadership.
I live in Wynnewood, Pennsylvania with my wife Shari, children Nathan and Sadie, and our two dogs. I hold a Bachelor's degree in finance from Radford University and studied monetary policies at the University of Antwerp.
Let's Meet
I would like to learn more about your challenges, client needs, and hobbies and passions.
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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.
