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J M

Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions. My AR Licences Number 7318495

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Add

itionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2431 East 61st Street
Suite 650
Tulsa, OK 74136
918-587-3301

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

01/27/2023

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

01/18/2023

Post Copy: Not only is having whole life insurance good for your peace of mind, but it can also help you through this time of rising inflation. Find out seven different ways here: https://bit.ly/3XGW6gz And if you have more questions about whole life insurance, I am here for you.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

12/31/2022

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.

12/24/2022

The best present one can hope for this year is to spend time together. From my family to yours, Merry Christmas.

12/21/2022

A little work now can make the 2023 tax season one of the easiest yet.

A few last-minute moves — like tax-loss harvesting and boosting contributions to your retirement plan — could make a big difference come April.

12/14/2022

You can give a lasting gift this holiday. Learn why life insurance might be perfect for your children or grandchildren.

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

11/30/2022

Are you considering buying a new home? Here are 10 tips to help you counter rising interest rates:

New York Life guides you through buying a home during higher mortgage rates and inflation.

11/24/2022

Happy Thanksgiving! Today, give thanks for your loved ones, the time you spend together, and the lifetime of memories you share.

11/15/2022

Get ahead of rising APRs on your credit card(s) before it's too late with some helpful advice from Kiplinger.

Even for those who pay off their credit card balances every month, knowing your APR is part of keeping good credit habits.

11/11/2022

On , we honor and give thanks to those who bravely serve our country and protect us every day.

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