Business Solutions. Employee Solutions. Personal Solutions. Executive Benefits Solutions. I love working with local businesses in the State of California. New York Life Business Solutions Certified.
I offer a variety of products that can help you or your business meet a number of insurance and financial needs, including, but not limited to exit strategies, key person, buy-sell agreements, executive bonus arrangements, economic benefit endorsement split-dollar arrangement, qualified and non-qualified supplemental executive retirement plans, employee group benefits, and employee retirement plans. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
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. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
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.
707 E. Tahquitz Canyon Way, Suite 2
Palm Springs, CA 92262
415.676.7035 – mobile
760.656.8940 – office
I am a member of the Desert Estate Planning Council, Palm Springs Chamber of Commerce, Rancho Mirage Chamber of Commerce, Greater Coachella Valley Chamber of Commerce.
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.
I am not licensed in all jurisdictions. My California Insurance license number is 0L70806