About me:
I’m a Regional Vice President for New York Life Annuities responsible for covering the annuity distribution in Alaska, Idaho, Montana, Oregon, Washington, and Wyoming. I specialize in connecting financial professionals and their clients with solutions across the retirement planning spectrum, from accumulation to income.
I have spent my entire career in financial services and my commitment to excellence has helped me succeed. I am excited to bring my expertise in annuities and creative problem-solving skills to the territory.
I hold FINRA series 6 and 63 registrations, and Life and Health Insurance licenses. I graduated from Miami University of Ohio along with my wife, Katie. Upon graduation we relocated to the beautiful city of Seattle. In my spare time I enjoy golfing, playing tennis, and exploring the Pacific North West, notably around Lake Washington.
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.
