Personal Profile

With a B.S. in Math Education and M.Ed. in Administration and Supervision, both from the University of Virginia, my work background includes five years as a mathematics teacher and sixteen years as principal or assistant principal in middle and high schools. Entering a New York Life career in 1995 I have worked diligently to afford my clientele the service they desire in an insurance professional. My family consists of my loving wife, Kathie, and our two grown children; William and Melissa, and a grandson, Zeke. Putting children through college, while preparing for eventual retirement and assisting elderly parents, has led me to have to deal with many of the same issues my clients face. When my father died late in 1995, I got a first hand experience with the miracle of life insurance and the difficulty of settling an estate. Putting me to work for you brings a commitment of caring. I will help your family make the most serious financial decisions of life with the products I offer. While with New York Life I have earned the following:

  • Agent of the Year, New York Life-Richmond 2003 and 2008
  • Runner-up Agent of the Year, New York Life-Richmond 1999 & 2004
  • Chartered Life Underwriter CLU®
  • ChFC®
  • CFP®
  • Qualifying Member, Million Dollar Round Table* 1998,1999,2000,2001,2002,2003, 2004, 2005, 2006, 2007 & 2008. 
  • 2005 Million Dollar Round Table Quality of Life Program Grant Recipient of Outstanding Community Service to Hanover Habitat for Humanity
  • National Sales Achievement Award 1997,1998,1999,2000 & 2002
  • National Quality Award 1998,1999,2000,2001 & 2002
  • Executive Council Member, New York Life, 1996 & 2001
  • Premier Executive Council, New York Life 1998 & 2000
  • President's Council Member, New York Life 1997,1999,2002,2003,2004, 2005, 2006 & 2007 
  • Chairman's Council Member, New York Life 2008
  • Life All Star, New York Life 1997,2001 & 2004
  • Life Superstar, New York Life 1998,1999,2000,2002 & 2003
  • Annuity Elite Circle 2005, 2007 & 2008 
  • Annuity Champion, New York Life 1999 & 2002
  • Annuity Super Champion, New York Life 2003, 2004 & 2006 
  • Long Term Care Bronze Champion, New York Life 1999,2000,2001, 2002, 2005 & 2006
  • Centurian Award, New York Life 1996,1997,1998,1999,2000,2001,2002,2003 & 2004
  • New Organization Class Leader,New York Life-Richmond 1996,1997 & 1998
  • New Organization Life Leader,New York Life-Richmond 1996,1997 & 1998
  • Ben Feldman Life Leader Award, New York Life-Richmond 2003
  • Stan Liss Living Legend Award, New York Life-Richmond 1997
  • Case Rate Leader, New York Life-Richmond 1997
  • New Agent Award, New York Life- Richmond 1996
  • Member NAIFA, FPA

 

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.