Title: Advanced Markets Manager
Focus: Insurance Strategies, Retirement Income Strategies, Investment Strategies, Charitable Giving, Business Succession Strategies, Risk Management Strategies, Estate Conservation Strategies, Financial Education, Student Loan Refinancing, Business Owners, Group Benefits,
I have been with MassMutual since 2014, starting my career working with Third Party Distribution, Licensing and Commissions. After 2 years, I was promoted and moved to become a Relationship Manager for Annuity New Business. During this time, I managed East Coast agencies in the new business process, aided in the transition to our partners in Topeka, Se2, and helped stand up a new Fixed Annuity Order Entry process.
Through my experience as a Relationship Manager, I grew key relationships with our Wholesaling team and joined the team in December of 2017. Upon passing my series 6 license I was promoted in a few months to wholesale with Jeff Landsberg and the Southeast territory. During my tenure on the desk, I have exceeded multiple sales goals in our Life and Annuity Lines of business; recognized as a “Top Wholesaler for 2019”. Due to my success as a wholesaler, I have been afforded the opportunity to expand my territory which now includes almost 28 agencies that range from Texas to Florida, up to New Jersey and Pennsylvania.
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.