David joined New York Life as an agent in 2009 and built a practice based on integrity and hard work. As a Chartered Financial Planning Counselor (CRPC®), David not only helps clients crystallize their goals and objectives, but he also guides them to take action to solidify their family’s future for generations to come. Through his relationship with The Nautilus Group, David has access to numerous professionals experienced in the law, taxes, and accounting that aid him in his planning. Prior to opening his practice, David was a successful derivatives trader at the Chicago Mercantile Exchange. This experience managing complex futures and options positions has given him a keen understanding of risk and how best to manage it. David’s clients appreciate his candor and insight while assisting them to reach their goals.
David is a member of the New York Life Chairman's Council (2020-2021), President's Council (2017-2019), and is also a Qualifying Member of the Million Dollar Round Table. These achievements reflect high levels of production and success in the financial industry.
David enjoys being an active member of his community. Over the last 10 years, he coached various sports for his three children. David is also on the board of directors for the Ray Graham Association which provides homes, education and round the clock care for mentally challenged adults and children in the DuPage County area. He is a Grief Sensitive School Initiative (GSSI) Ambassador for Buddy's Place through New York Life's GSSI program. In his free time, he loves spending time with his family, is an avid golfer, and enjoys the outdoors.
Council is an annual company recognition program based on agent production from July 1- June 30.
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Liz is a licensed professional with New York Life with over four years of experience. She can assist clients in exploring options and making suitable financial decisions. Together she can create a strategy that's customized to your needs and goals. When she is not managing her clients, she is managing her family, husband Rigo and daughters Catalina and Rebecca. Liz maintains an active and dedicated role to her family and the community of Lockport. Liz loves to run, read, and always enhancing her cooking skills with new recipes.
Chelsea is a dedicated support assistant to the practice. She prides herself in excellent customer service. Her attention to detail, patience, and executing client’s requests is her primary objective. Chelsea demonstrates genuine passion for her clients. In her personal time, Chelsea loves to travel, read, and spend time with her parents.