4435 Waterfront Drive
Glen Allen, VA
As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
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. I am not licensed in all jurisdictions.
5225 George Washington Memorial Highway
100 Eastshore Drive, Suite 300
Glen Allen, VA
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Professionals promise to offer you a new level of attention, insight and guidance.
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.
Analyze. Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your insurance portfolio to identify any gaps that may exist in your policies.
Recommend. We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
Implement. If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.
Review. Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.
Our Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.
2700 Pocahontas Trail Suite 2, Quinton, VA
Auto, Home, Business, Property, Life, Health
Henrico East Rotary Club – President; State Farm Agent since 2009; New Kent County Resident since 1980; Served on New Kent Board of Supervisors 1997 – 2003; Board of Directors-Senior Connections since 1997; Former owner and operator-Varina, New Kent, and Providence Forge Cardinal Pharmacies; New Kent Chamber of Commerce member
3531 N. Courthouse Rd.
P.O. Box 443
Providence Forge, VA
Established in 1921 as W.E. Thrift and Company, the name was later changed to the Thrift Insurance Corporation. We offer all lines of personal and business insurance and represent many major insurers.