awards & industry involvement
CHAIRMAN'S COUNCIL
Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,000 licensed agents. Membership is earned through sales performance and evaluated annually.
Forbes
We were chosen as one from a very small group of insurance professionals in the state to receive recognition this year. The list features a ranking of the best insurance professionals for whom families rely on for wealth preservation and protection. Financial Security Professionals were selected by an independent research firm based on various qualitative and quantitative data and one simple notion: “Would we recommend these professionals to a family member or friend?”. You can learn more about SHOOK Research’s methodology here https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-
NAIFA
The National Association of Insurance and Financial Advisors (NAIFA) was founded in 1890 as The National Association of Life Underwriters (NALU) and is the only organization representing insurance and financial advisors regardless of their services or products. NAIFA strives to promotes and protect the critical role of insurance in a sound financial plan and the essential role of professional advisors.