About Me
As a Senior Regional Vice President with New York Life, I am responsible for the annuity distribution across all channels in the states of Michigan and Indiana. With my team of experts, I specialize in assisting Financial Advisors with positioning annuity strategies for retirement income and wealth preservation.
I have worked in the financial services industry for over 27 year. Prior to joining New York Life in 2019, I was a Regional Sales Vice President with Great West and Met Life for 15 years. I started my career as an advisor at Olde Stockbrokers in Cincinnati Ohio.
Graduating from Michigan State University with a degree in Finance, I hold FINRA Series 7 and 63 licenses, along with Michigan Life and Health Insurance.
Additional Information
I enjoy fishing, boating, MSU sports, and singing Karaoke.
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.