Hello, and thanks for visiting my page. My name is Theo and I am a Financial Services Professional working with many financial professionals via NYLIFE Securities LLC and agents at New York Life Ins. Co. I currently carry my FINRA Series 6, Series 63, and Life & Health* licenses in multiple states to help my clients in areas such as retirement planning, investment management, college funding, lifetime income strategies, & estate planning.

Throughout my professional life I’ve always found the urge to help people to be one of my driving motivators. Prospering in my role here at New York Life has been no exception. I have been able to take my management experience in the hospitality industry and transfer those same ideals of service and assistance to what I do now. I have always wanted a career where I could make a bigger impact on people’s lives, and I’m pleased to say that I’ve found it.

Being able to forge personal connections is one of my strongest characteristics. I strive to form a deeper relationship with my clients when I can, and using that to help me better understand their needs now and for the future.

As a Financial Services Professional I specialize in working with young professionals, small business owners, new families, pre-retirees and retirees. Along with my loving wife Jen and our dog Mia, I consider my clients to be part of my extended family. I’m always looking forward to that extended family growing!