New York Life
170-year old company specializing in the protection, accumulation, and distribution of our clients' financial assets.
My primary responsibilities involve growing our agency through recruiting and developing new associates.
38 years in the financial services industry. My areas of responsibility and expertise include the recruiting and development of associates in our agency. Guiding our associates in "breakthrough" thinking to help them grow their practices year over year.
Chartered Life Underwriters designation -CLU
Chartered Financial Consultant -ChFC
BA in Management and Organizational Leadership -George Fox University
Masters of Science in Management with an emphasis in Leadership-MSM -American College
Mentoring Objectives & Scope
During our time together we will be exploring the question, “What does the future look like?” Based on the idea that our future lies within our language, this conversation makes it possible to articulate what we are seeing and then discuss what we look forward to as we then discuss “What’s next?” With this question as our theme for the year, we will have plenty of latitude to cover specific topics that may be particularly important to those in our group.
When and where do you hold meetings with your students?
I will be able to have some flexibility with regard to when and where I meet with students.