FINANCIAL SERVICES
Hours:
Monday thru Friday, 8:30 a.m.-5:00 p.m
Saturday by Appointment only
• Joined New York Life in 1982 as an Agent
• Licensed to assist with Life and Long-Term Care Insurance*
• Investments** and Variable Annuities**
• Wealth Management^
• Lifetime and Qualifying Member Million Dollar Round Table– 2023***
• 2023 member of the Executive Council+ and a Lifetime Member of the New York Life Councils+
• Current Member - National Association of Insurance and Financial Advisors
• Current Member - City of Oxford and City of Hamilton Chambers of Commerce
• Current Member - Oxford Kiwanis Club
* Licensed in FL, GA, IL, IN, KY, MI, NC, OH, SC, and VA
** Licensed in CO, FL, GA IN, KY, NC, OH, SC, TN, TX, and VA
** ^Registered Representative (alternatively: Financial Services Professional) for NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company.
***The Million Dollar Round Table (MDRT). The Premier Association Of Financial Professionals is recognized globally as the standard of excellence for the life insurance sales performance in the insurances and financial services industry.
+Council is an annual company recognition program based on agent production from July 1-June 30