As a New York Life Agent and as the owner of BBG Financial, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2006. After 4 years working to finish my undergraduate business degree at Mississippi State, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.
You can take comfort in the fact that I have been a proud resident of the Madison County community for my entire life, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father to my three sons, Samson, Joseph and Michael, and loving husband to my wife, Anna, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information BBG Financial has to offer.
Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company as well as a Registered Representative through NYLIFE Securities LLC. In addition to over a decade of experience, I am a certified Macro Asset Prospective (MAP)* navigator and am a graduate of New York Life's award-winning training program, NYLIC University, and have been awarded as an Executive Council member in 2009 and 2014.
Of course, my background isn't really the one that matters. To be the best possible producer, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
*The Macro Asset Perspective® is a unique process incorporating principles of asset allocation relative to risk tolerance and tax treatment, enhance and maximize future net retirement income.
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.