As a Financial Services Professional, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. That is the main reason I partnered with New York Life. 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.
My clients can take comfort in the fact that both I and New York Life have a vested interest in seeing them succeed, whatever that may look like for them.
I have many of the same hopes and aspirations as my clients, and am more than happy to share with them all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to efficient ways to help protect your family's lifestyle and future, including but not limited to preparing for major financial events such as paying for college, saving for retirement, 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 agent to sell insurance and investments through New York Life Insurance Company and Nylife Securities. In addition to my licenses and years of experience, I hold a BS in Biomedical Engineering from The University of Texas at Dallas and have participated in New York Life's well-known training program, NYLIC University. I have also been named an Executive Council1 agent and qualified for Million Dollar Round Table Membership2 in 2020.
Of course, my background isn't really the one that matters. To be the best possible Financial Services Professional, I've found that getting to know my clients – their hopes, dreams, and goals for the future – is the most important first step. Therefore, if you're looking for someone that is ready to put their expertise and experience to work for you, my team and I are here to help!
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.
2Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
