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NAIFA's Young Advisor Team (YAT) is for members who are 40 years of age and under, or in their first 5 years in the business. YATs are the future of NAIFA and the industry. They are critical in our mission to attract and retain young industry talent.
Alabama State Chapter YAT Chair
I serve individual clients by first serving as their trusted financial and insurance professionals with quality education, smart insurance plan design, and efficient underwriting. My team and I provide insurance strategies and insights that help financial and insurance advisors make high quality recommendations to minimize their client's impact of unpredictable and unforeseen events or conditions that threaten their financial future. I believe relationships developed through mutual trust and added value are time-tested virtues of success and my practice is built around those cornerstones.
My beautiful bride is a nurse at Brookwood Hospital and my daughter attends Vestavia Hills Elementary School. I enjoy photography and collecting singer/songwriter music along with gardening and bird watching in the occasional spare time. I am also a member of Briarwood Presbyterian Church and serve on the board of Young Business Leaders.
I also serve or have served on boards with Young Business Leaders, National Association of Insurance and Financial Advisors, and Cornerstone Schools of Alabama.
Alaska State Chapter YAT Chair
Arkansas State Chapter YAT Chair
Colorado State Chapter YAT Chair
Connecticut State Chapter YAT Chair
I am a Financial Adviser*, Owner at TDG Financial LLC offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of CT and MA. As such, these services are strictly intended for individuals residing in the states referenced.
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 in the states of CT and MA. No insurance business may be conducted outside this/these state(s) referenced.
I am a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
Greater Washington, D.C. Chapter YAT Chair
Florida State Chapter YAT Chair
Georgia State Chapter YAT Chair
Hawaii State Chapter YAT Chair
Illinois State Chapter YAT Chair
Iowa State Chapter YAT Chair
Kansas State Chapter YAT Chair
Louisiana State Chapter YAT Chair
Maine State Chapter YAT Chair
Maryland State Chapter YAT Chair
Massachusetts State Chapter YAT Chair
Michigan State Chapter YAT Chair
Minnesota State Chapter YAT Chair
Mississippi State Chapter YAT Chair
Missouri State Chapter YAT Chair
Montana State Chapter YAT Chair
Nebraska State Chapter YAT Chair
Nevada State Chapter YAT Chair
New Hampshire State Chapter YAT Chair
New Jersey State Chapter YAT Chair
New Mexico State Chapter YAT Chair
New York State Chapter YAT Chair
North Carolina State Chapter YAT Chair
North Dakota State Chapter YAT Chair
Ohio State Chapter YAT Chair
Oklahoma State Chapter YAT Chair
Oregon State Chapter YAT Chair
Pennsylvania State Chapter YAT Chair
Rhode Island State Chapter YAT Chair
South Carolina State Chapter YAT Chair
South Dakota State Chapter YAT Chair
Tennessee State Chapter YAT Chair
Texas State Chapter YAT Chair
Utah State Chapter YAT Chair
Vermont State Chapter YAT Chair
Virginia State Chapter YAT Chair
Washington State Chapter YAT Chair
West Virginia State Chapter YAT Chair
Wisconsin State Chapter YAT Chair
Wyoming State Chapter YAT Chair
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