Management Team

Matt Rabak, FLMI, AFSI, ACS, ARA
Corporate Vice President


Matt supervises 6 employees in the Baltimore General Office and Annapolis Sales Office, which provides support to 120 agents and a 9 person management team. Matt started his career at New York Life in July 1998 as an Office Manager Trainee in the Northern Ohio General Office. Matt was promoted to Office Manager and transferred to the Nashville General Office in January 2000. In March 2002, Matt transferred to the Greater Detroit General Office. During Matt's tenure in Detroit, the position of Office Manager was changed to Administrative Manager. In April 2006, Matt transferred to the Knoxville General Office. Matt was promoted to Director of Operations in the Knoxville General Office in March 2007. In October 2009, Matt transferred to the Baltimore General Office. Matt was promoted to Assistant Vice President in the Baltimore General Office in September 2010. Matt was promoted again in September 2012 to his current title of Corporate Vice President. Matt earned a Bachelor's of Science degree in Business Administration from John Carroll University in May 1998. In addition, Matt has earned several Insurance Industry designations, including Fellow, Life Management Institute (FLMI), Associate, Financial Services Institute (AFSI), Associate, Customer Service (ACS), and Associate, Reinsurance Administration (ARA). Matt and his wife Alicia have a 7 year old daughter and 5 year old son.


 

Daniel J. Bindel, CPA
Partner

Dan has been in the financial services industry for over 30 years after graduating from Mount Saint Mary's University. Before joining the New York Life Insurance Company, he spent 29 years with Monumental Life and Transamerica. Having obtained his CPA designation in 1988, he spent the first 20 years working in numerous Home Office roles all related to supporting their Career Agency distribution group. Realizing the huge impact that financial services representatives have in their communities, he moved to the field in 2005.  Following a very successful completion of a field Fastrack program, he quickly moved through a number of leadership positions, last serving as Vice President of Career Agencies.  He joined us in June 2014 as a Financial Services Representative and quickly obtained his FINRA Series 6 and 63 licenses.  As a partner, Dan is leading the charge to expand our presence in northeast Baltimore County and Harford County.   Dan was born and raised in Baltimore and attended Calvert Hall College in Towson.  He currently lives in Perry Hall, Maryland with his wife Erin. They enjoy spending time with their 3 daughters, Caitlin Cech, Bridget and Clare as well as reading and following the Orioles and Ravens.


 

Jeff Saxon
Development Manager

Jeff began his career with New York Life, September 2009, as an agent. During his years as an Agent, he was a Council qualifier (2012, 2013, 2014, 2015) as well as an Annuity Elite Champion in 2012. He is currently a member of NAIFA. A native of South Carolina, Jeff spent 10 years in Law Enforcement advancing to the rank of Corporal. As a Police Officer, Jeff was one of the Departments highly respected and sought after Field Training Officers. Jeff's focus encompassed the development and extensive critical training of new recruits and experienced officers. In October 2002, Jeff relocated to Maryland and started a successful career in the Mortgage and Real Estate Industry, until joining New York Life.

Jeff currently resides in Bel Air, MD with his wife, Cindy, and son, Cole. He enjoys golfing, traveling, coaching his sons travel baseball team, and spending time with his family.


 

 


 

Brett M. Sause, LUTCF®, LTCP®, CLTC®, FSCP®
District Agent

Brett is an avid boating enthusaist, and holds a USCG Master Merchant Mariner 50 (GRT) License. He loves spending time on the Chesapeake Bay with family and friends. He is an Eagle Scout and a Life Member of the National Eagle Scout Association. In 2014, the Baltimore Area Council of Boy Scouts of America named Brett the Eagle Scout CEO of the Year. He and his wife Molly reside in Wye Mills, Maryland with their daughter, Emily and two Goldendoodle dogs.

Brett started in the financial services profession in 1999. The Atlantic Financial Group, LLC was formed shortly thereafter. The firms philosphy in working with all of its clients is to guide them through a process that Starts With A Plan™. This process is aimed at helping clients crystalize their financial goals and objectives.

Sause inducted into the Excalibur Society of the MDRT Foundation as a Royal Order Excalibur Knight, the most prestigous donor level one can achieve within the organization. Accomplishing this level of giving is a significant personal achievement that demonstrates Sause's commitment to supporting not only the MDRT Foundation but also worthy charitable organizations around the globe. MDRT Foundatioin Knights are the Founsation's most loyal supporters and recognized as philanthropic leaders within the industry and their community. Knight levels are based on lifetime contributions beginning with Bronze Knight at $2,000 or more in lifetime contributions. Royal Order Excalibur Knights, like Sause, have dondated to the MDRT Foundation a minium of $250,000 in cumulative lifetime contributions.

Founded in 1927, MDRT is an international, indepdendent association of nearly 30,000 of the world's leading life insurance and financial professionals from 76 nations and territories, representing over 450 companies. MDRT members are recognized as skillful professionals who are considered to be among the best in the industry, perform outstanding client service, and have achieved the highest standard of sales excellence in the life insurance and financial services business. Brett is a Life & Qualifying member of MDRT, and a five time member of the Court of the Table. Brett services as a mentor in in MDRT program for new representatives in the business and is also a sought-after speaker within the MDRT Speakers' Bureau.

In 2014, the Brett & Molly Sause Family Charitable Fund was established. This fund was created to benefit children in need from infancy to adolescence.

At an industry level, year after year, Brett has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. Brett has been featured in numerous financial publications, such as Life Insurance Selling Magazine and Advisor Magazine, News Maxx, and has been the keynote speaker at many insurance and financial practices around the east coast.

Brett is a member of the two largest lobbying assocations within the life insurance and financial services industry; AALU (Association for Advanced Life Underwriting) and NAIFA (National Association of Insurance and Financial Advisors). From 2009-2011, Brett served as the President of NAIFA-Anne Arundel in 2009 and 2010.

In 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, and 2018 Brett was awarded "Agent of the Year" representing the Baltimore/Annapolis General Office of the New York Life Insurance Company.

 

*The Million Dollar Round Table (MDRT), The Premier Assocation of FInancial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial industry


**The Atlantic Financial Group, LLC is not owned or operated by NYLIFE Securities or its affiliates.


 

Brian K. Shea
District Agent

Brian Shea is a District Agent from the Baltimore General Office, and owner of Tactical Financial Group**. Brian signed his New York Life contract in 2011 and achieved Premier Executive Council in his first 10 months in the business. Brian has achieved President's Council or Premier President's Council every year since. He has been a member of MDRT for 6 years, is a mentor to 2 MDRT Aspirants, and is also a member of NAIFA. He is a Centurion and Life AllStar Award winner and an Annuity Elite Silver Champion. Brian lives outside of Baltimore, Maryland with his wife, Tammy.

 

**Tactical Financial Group is not owned or operated by NYLIFE Securities or its affiliates.


 

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