I got my start in the annuity business as an intern with New York Life Insurance Company during Grad School. I officially began my annuity career as an Annuity Marketing Director for Standard Life of Indiana, and ultimately helped grow our annuity distribution as Vice President of Marketing.
The “Fall” of 2008 made it difficult for annuity companies to issue competitive annuity products. In 2009 I joined the largest independently owned Brokerage firm in the Country as an RVP. I spent the next 7 years educating financial and investment advisors on annuity products and how to efficiently incorporate them into an overall investment portfolio. During this time I wholesaled more than $1 Billion of Fixed, Fixed Index, and Variable Annuities.
In 2017 I went to work for Producers Choice Network, a division of Raymond James, as a Regional Director. I helped to build an annuity platform that simplified the process of incorporating annuities into a wealth management practice for investment advisors.
I resigned on 7/1/2021 to focus on My Annuity Store, and my mission to change the way annuities are bought and sold.