Managing Partner
- Licenses: Series 7, Series 66, Series 24, Series 65, Series 63, MD. Life/Health
- Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL)
- Been in industry for 17 years (since 1993)
- Former Field Vice President at American Express Financial Advisors (Now Ameriprise)- direct appointment Partner with NYL in November, 2002
- 2003- won New York Life National Recruiter Award
- 2004- Ranked #2 Partner at New York Life (out of 350) for total FYC & was named South Central Zone Partner of the Year.
- 2005- #1 Partner at New York Life (through August)- promoted to Senior Partner in September- promoted to Managing Partner in November
- 2006- in 1st year as Managing Partner, grew Baltimore G.O. from Group 3 to Group 2 office- also, winner of national Long Term Care Trophy.
- 2008- Winner of New York Life President’s Trophy for best percentage sales increase
- 2008- winner of New York Life Senior Vice President’s Trophy for Best Agent Growth (Manpower)
- Member of IAFP (International Association of Financial Professionals) and NAIFA (National Association of Insurance and Financial Advisors)
- Resident of Catons, MD
- Wife: Paulina (also a NYL Agent): 2 sons- Mason (born 4/25/06) and Chase (born 12/4/09)
- Education:
o Mt St. Joseph High School- Baltimore, MD. (1989)
o University of MD.- BS Economics, 1993 (concentration: Finance)
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