I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the New York Life back in 2004. After working several years with another financial services/insurance company, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.
I was born and raised in Oklahoma. However as a graduate of College of the Ozarks in Branson, Missouri I grew to love the Ozarks of Southwest Missouri where I have been a resident for nearly 20 years. I have a vested interest in seeing my friends and neighbors succeed and as a husband and father and I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information Lightway Financial Group has to offer.
Based on your needs, I can introduce you to some proven, dependable 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 am a licensed agent to sell insurance through the New York Life Insurance Company as well as being a Registered Representative with NYLIFE Securities. However, I also have relationships with other carriers and companies which help me tailor the best fit to the individual needs of clients. In addition to my 13 years of experience, I hold a BS degree in Business Administration and am a graduate of New York Life's award-winning training program, NYLIC University and hold a Life Underwriter Training Council Fellow from the National Association of Insurance & Financial Advisors.
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 step. So if you're looking for someone that's ready to put their expertise and experience to work for you, I welcome the opportunity to meet with you.
Neither New York life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.