
As a Registered Representative and Financial 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. In fact, that's one of the reasons I partnered with New York Life back in 2023. After 12 years as an associate of another financial company, I wanted the opportunity to create my own destiny and develop a practice I believe to be in the best interest of my clients.
You can take comfort in the fact that I have been a proud resident of Ontario County community for 34 years, and therefore have a vested interest in seeing my friends and neighbors succeed. I share 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 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. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company and investments through NYLIFE Securities LLC. In addition to my 13 of experience, I hold a BA from SUNY Geneseo and have participated in New York Life's well-known training program, NYLIC University, and have been named NYL Executive Council Advisor for my first full council qualifying year.
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, I am excited to take this next step with you!
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