My Background

 

 

Financial Services Professional for NYLIFE Securities LLC

Agent, New York Life Insurance Company

 

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. After working with small business owners and familes for over 15 years I wanted the opportunity to work somewhere that made it easy for other people to do what was right for their personal situation, share with them a process that has options and opportunities that are avaialable to them to achieve their goals and in that process created a natural outcome to do right by them.

You can take comfort in the fact that I have been a proud resident of the San Diego community for over 30 years, and therefore have a vested interest in seeing my friends and neighbors succeed not only in San Diego, but all of my friends, their familys, and truly anyone that wants to create a lasting change in their life accross the country. As a loving father of 2 beautiful girls, and being blessed to have married my high school sweetheart I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life Insurance Company & NYLIFE Securites LLC 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, or caring for an aging relative. There are strategies for each, and creating a plan now will make a lasting change. If you're wondering about my qualifications, you might find it reassuring to know in addition to my years of experience of working with business owners that I am a licensed agent to sell insurance through New York Life Insurance Company, hold both 6 & 63 securities liceses, have been certified in the Macro Asset Prospective (MAP) process, and have participated in New York Life's well-known training program, NYLIC University, and was awarded a member of New York Life Executive Council1 in 2018.

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, goals and objectives 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, to help create clarity for your hopes & dreams 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.

1Awarded by New York Life Insurance Company for outstanding sales achievements.
 
 
 
 
 

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