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 the company back in 1994.
You can take comfort in the fact that I have been a proud resident of Montgomery, AL for 30 years, and therefore have a vested interest in seeing my friends and neighbors succeed. 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 has to offer. Currently, I have clients in Alabama, as well as in Florida, Georgia, North Carolina and provide all of my clients with essential financial strategies and retirement planning custom-made for each of their individual needs and desires.
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 with New York Life and a registered representative with NYLIFE Securities LLC (Member FINRA/SPIC), a Licensed Insurance Agency.
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, 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.