My Background

As a New York Life Agent, I want to help others make the right decisions regarding their finances and personal/family protection. In fact, that's one of the reasons I joined New York Life back in 2021. For over 35 years I was a medical oncologist.  As s medical oncologist, I was helping my patients fight for their lives.  I went through my second burnout phase in medicine and decided it was time to look for something else.  

A friend introduced me to New York Life.  I came to understand my role with New York Life was very similar to my role as a doctor.  I help my clients to express their dreams and needs.  We then look together at their current financial health.  With the end point of their financial dreams known and the current situation, we then construct a strategy so that those needs and dreams might be reached.  Just as one's physical health cannot be optimized in a very short period of time, fiscal health takes preparation, action-taking, and correction-making moves.

You can take comfort in the fact that I have been a proud resident of Montana for over 18 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband and parent, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I have a background rich in hard work, compassionate-based, and a licensed agent to sell insurance through New York Life Insurance Company. 

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.