Describe How You Would Like To Be Introduced Via Email
I am a financial professional with New York Life Insurance Company. I am dedicated to helping families and businesses in creating, building and preserving wealth.
What is your "why"? Why do you do what you do?
My why is to help people I care about in making the best financial decisions for their future.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What does your ideal financial future look like?
What do you want your money or insurance to do for you?
Are there any people that you care about that could benefit some having a comparable conversation about their financial security and future?
Unique Selling Proposition
Since beginning with New York Life, I have learned a plethora of financial strategies that can create a holisitic strategy to create, build and preserve wealth. The best part of my job is educating families on these strategies that I wish my parent had known about while I was younger.
About me
I am originally from south Jersey, but moved to Central New York in 2019 with my wife. Since then, we have create a beautiful family consisting of a 8 year old yellow lab Chase, a 5 year old son Jackson and a 3 year old daughter, Ellie.