As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined New York Life Insurance Company. After starting my career as a public accountant and then working for many years as a controller and then CFO in industry, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.
You can take comfort in the fact that I have been a proud resident of Florida for more than 40 years, and therefore have a vested interest in seeing my friends and neighbors succeed personally, in their careers and in their businesses. As a loving husband, father and parent, I have many of the same hopes and aspirations as my clients and am happy to share with you the information, strategies and resources that New York Life has to offer.
Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, exiting your business or caring for an aging relative.
If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed life insurance agent appointed with New York Life Insurance Company. I am also a licensed CPA in the state of Florida, a graduate of the Fisher School of Accounting in the Warrington College of Business at the University of Florida in Gainesville, and I hold a Masters degree (Master of Accounting Science) from the Gies College of Business at the University of Illinois at Urbana-Champaign.
Since joining New York Life in 2012, I have participated in the firm's well-known training program, NYLIC University, and have been named to the New York Life Executive Council1 a total of eight times including in 2022. Additionally, I am a multi-year qualifier and 2022 member of the Million Dollar Round Table2.
Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
1 Awarded by New York Life Insurance Company for outstanding sales achievements.
2 Million Dollar Round Table (MDRT), founded in 1927, is a global, independent association of the world's leading life insurance and financial services professionals from more than 500 companies and in 70 nations and territories.