As an Agent with New York Life Insurance Company and a Registered Representative with NYLife Securities LLC, I am passionate about helping clients reach their financial dreams and goals.
I have been in the financial services industry for 33 years. I made the decision to join New York Life in 2008. While witnessing the “great recession” of 2007-2008, I handpicked New York Life because of its mutuality, financial soundness, and long history of doing what’s right. I wanted a company that would weather the storms. I wanted a company that I never had to make apologies for. A company that I did not have to worry about when another financial tragedy happened again. All these reasons are why I represent New York Life.
I have been a proud member of the Bay Area community for 22 years. After spending most of my life in the mid-west and mountain west, I moved to the Bay Area in 1998. I come from a large extended family where I learned integrity, sincerity, hard work and having a passion for doing the right thing.
I am not only a licensed agent with New York Life Insurance Company but I also have worked hard to obtain my FINRA investment licenses; series 7, 24, 6, 63 and 12. With these licenses I can provide a wide array of products and solutions through NYLIFE Securities, LLC and New York Life Investments.
In addition to my 33 years of experience in the financial services industry, I obtained my B.A. from The University of Utah, have completed dozens of courses from New York Life's industry leading training program; NYLIC University. I hold the CLF® (Chartered Leadership Fellow) designation from The American College of Financial Services. I am a past President of two NAIFA (National Association of Insurance and Financial Advisors) organizations in Northern California, a board member of World Access Project and a member of the marketing committee for the Silicon Valley Council Boy Scouts of America. I am a Rotarian and a Toastmaster. I am also deeply involved in providing support for the homeless in the San Jose Area. In summary, I am passionate about helping people.
As an Executive Assistant supporting Todd Langton, I enjoy helping create a welcoming and supportive experience for clients throughout every stage of their financial journey.
I take pride in being organized, dependable, and attentive to detail while helping support both clients and the overall experience of the practice. Building strong relationships and providing thoughtful service are important to me, and I strive to make every interaction professional, efficient, and personable.
I am grateful to be part of a team dedicated to helping individuals and families plan confidently for their future.
Our team is supported by the extensive expertise and resources of New York Life's Home Office. Behind every recommendation is a network of experienced professionals, including specialists in underwriting, investments, retirement planning, long-term care, and advanced case design. This collaborative approach allows us to provide personalized solutions, responsive service, and ongoing support to help you make informed financial decisions with confidence.