As a Senior Regional Vice President with New York Life Annuities, I'm responsible for annuity distribution across all channels in the states of Missouri, Kansas, Nebraska and Oklahoma. I take a multi-faceted approach to annuity wholesaling and partner with my advisors to understand their business, needs, and client base. Then, strive to bring the most optimal solutions to help advisors create reliable – and sustainable – solutions for their clients which may include growth, income or a fixed rate solution.
Having nearly 25 years of sales experience – 17 focused on wholesaling to advisors – I'm well-versed in industry trends and innovative products, allowing me to bring solid retirement income solutions to my business partners.
I hold a FINRA SIE, Series 7 & 63 registrations, and state Life and Health insurance licenses and currently live in Lake St. Louis, Missouri with my wife, Jennifer, and our six children.
Fins Up! Palm trees, sunsets, ocean, beach, I enjoy anything else associated with the beach and ocean. Also a former member of the University of Missouri football team.
I would like to learn more about your challenges, client needs, and hobbies and passions.