As a New York Life bilingual Financial Professional and Licensed agent, I sincerely believe that most people want to do what is right: right for themselves, right for their families, and right for their communities. In fact, I selected New York Life because it is simply the right fit for both my career and my important clients. Today more than ever, I believe it is extremely important to rely on the financial strength¹, ethics, guarantees², customer service, and the company's financial strategy.
You can take comfort in the fact that I have been a proud resident of Kansas City for many years, and therefore have a vested interest in seeing our metropolitan area grow and thrive. I enjoy volunteer work by giving time and treasure to my community and people in need around the world. I am an active member of my Knights of Columbus council and the 4th Degree Assembly. I am the current President of The Society of St. Joseph, and supporter of Doctors Without Borders.
As a loving father to my children and granddaughter, I have many of the same hopes and aspirations as my clients and I am happy to share with you all the resources and information that my financial services practice has to offer.
You might find it reassuring to know that I am a registered financial services professional with 28 years of experience in the financial services industry. I hold a BA in business administration. I have worked in various leadership roles and capacities for Citigroup, Inc., GE Capital Corporation, Knights of Columbus Insurance, MassMutual and until recently as a Partner for New York Life Insurance Company.
I have received various awards, but I am proud to mention some of them. I was awarded the 2004 Gerald L. Phillippe award by General Electric Corporation for distinguished community leadership. I was also awarded the 2015 Missouri Agent of the Year by Knights of Columbus Insurance, the 2017, 2018, and 2019 Quality Service Award by the National Association of Insurance Counselors and the 2020 most valuable professional award for the New York Life Greater Kansas City general office. I 2024 I achieved membership in the prestigious MDRT3 organization, a coveted career milestone that offers the opportunity to share innovative ideas and best practices with other leading financial professional members.
Membership in MDRT is a highly recognized mark of excellence and limited to only the most successful in the financial services profession. This place me among the top professionals in the global life insurance and financial services industry.
To be the best possible financial service professional and agent, I have found that getting to know my clients – their hopes, dreams, and goals for the future – is the most important first step. So, if you are looking for someone that is ready to share their expertise to help you mitigate your risk and achieve your financial goals, I hope to be the person and the financial services professional, you have been looking for.
¹Financial strength doesn't apply to any investment products because they are subject to market risks and will fluctuate in value.
²Guarantees are backed by the claims-paying ability of the issuer.
3 MDRT (Million Dollar Round Table) The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit www.mdrt.org.
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.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.