Agent licensed to sell insurance through New York Life Insurance Company

02/26/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company,…

02/26/2026

There are strategies for obtaining the lowest possible mortgage rates, such as buying down your rate. Learn how to get the lowest rates in the 2026 market.

02/26/2026

Have you made any of these financial mistakes? Read this article from AARP that outlines some ways you can avoid (or fix) these money pitfalls and protect your assets.

Here’s how to avoid financial gaffes that can harm your quality of life as you age

02/26/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

02/26/2026

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

04/23/2025

Learn more about New York Life’s 2025 dividend announcement.

New York Life, America’s largest mutual life insurer, has declared a dividend of $2.5 billion payable to eligible participating policy owners in 2025, the highest payout in its nearly 180-year history.

04/23/2025

We know that 39% of women switch financial advisors citing poor customer service as a key factor. But you'll never get that with us. Unlike most other companies, New York Life provides their agents with training to better understand and help serve women who invest. That's how I know I can help. This , reach out and let's discuss how I can help you lead the charge of your financial future.

Inspire women by partnering in their financial growth. New York Life Investments can help you strengthen existing relationships and acquire new clients.

04/23/2025

Which is a better choice for you? Probate or a living trust? Learn some of the pros and cons of each.

People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could be a smart choice for some folks.

12/19/2024

With a new year comes new goals. While big moments like having a baby or buying a new home are financial milestones that deserve attention, it's important not to neglect day-to-day things like saving for retirement or paying off debt. Whether your goals are big or small, short-term or long, having a professional guide you in your decision-making process can be the best gift you give yourself this year. Reach out and let's set up time to meet.

12/19/2024

This year, roughly one third of all people receiving holiday gifts will be returning items. While having life insurance is important, having the option to change your policy makes it easier to get what you want. Learn more about how convertible life insurance gives you the opportunity to update term coverage to permanent, and reach out if you want to discuss your options.

The option to convert a term policy to whole can be very valuable. Learn from New York Life about the opportunity that convertible term life insurance provides.

12/19/2024

Merry Christmas! May this season be full of light and laughter for you and your family.