Meet Our Team

Jason launched his career with New York Life as an agent in the Kalamazoo area in 2008 after working in the mortgage industry for 11 years. In 2010 he transitioned to Partner, a role which entails hiring, coaching and developing new agents and management. In 2018 he was promoted to Senior Partner in the Michigan General Office. In May of 2020 he was promoted to Managing Partner of The Greater Detroit General Office. He presently works with the great team throughout Detroit and its surrounding areas.

Three-time recipient of the Leading Partner and Partner of the Year awards, he and his team have consistently ranked Top 50 in the company. Jason has been heavily involved in his local community as a member of Business Network International, The Chamber of Commerce and Freemasonry. Raised in the Columbus, OH area, he now resides in Canton, MI with his wife Abby and his two daughters.

Shelley began her career with New York Life in 2008 in the Boston General Office as an Office Coordinator.  She accepted the position as Operations Manager in the Greater Detroit General Office in 2013.  Prior to that, she worked for various insurance companies as a manager in the New Business, Claims and Policy Owner Service areas.  She has an Associate’s Degree in Business from Northern Maine Technical College.  Throughout her 30 year career, Shelley has earned insurance industry designations of FLMI, ACS, ARA, AIAA, AIRC, ASRI, ALHC and HIA.  Shelley and her husband Michael currently reside in the Greater Detroit area.

Linda began her career with New York Life in the Huntsville General Office as an agent. She earned her FINRA Series 6 & 63 registrations and continued her career as a Financial Professional for 7 years.  Fueled with the desire to help people and the love of teaching she accepted the offer into Management and in June 2014 moved to Michigan to join the Greater Detroit general office as the Sales Development Manager.

Prior to joining New York Life she pursued her love of biology and nutrition graduating from Mississippi State University with a Bachelor of Science Degree in Nutrition. She was accepted into a 15 month internship in Salt Lake City, Utah and upon graduation qualified to take the National RD exam.

She enjoyed a career as a Registered Dietitian for 30 years specializing in trauma and working in critical care units around the United States, finally joining ARAMARK Corporation where she held a corporate management position for 10 years finishing out her dietetic career.

In her spare time she loves gardening, partly to watch flowers and vegetables grow and partly to share the harvest with friends.  She currently resides in Berkley, MI with her dog Oliver and cat Grace Marie.

Bill started his career in Financial Services 27 years ago. After earning multiple sales awards in the financial service industry, Bill joined New York Life in March 2019 as a Partner. Bill is married to Lori of 26 years and has two sons Billy (22) and Austin (19). Long Term resident of Orion Township, MI.

He received his bachelor’s degree in Business and Finance from Northwood University.

Eric is a Senior Associate, Director of Agency Standards and provides field operations and supervision support to the Michigan based field offices of New York Life. Eric was born and raised in Grand Rapids, Michigan and has worked in finance for the past 7 years including roles in both supervision and wealth management. Eric is a graduate of Aquinas College with a focus in business administration. He is a veteran of the United States Army, including one tour of duty in Baghdad, Iraq. Eric enjoys spending time with his wife, Lisa, traveling the world, and working on his motorcycle.

As an Investment Consultant, Scott Tagliareni works closely with agents and clients in Michigan, Ohio and West Virginia, conducting training workshops for representatives, working with them on case development, investment concepts and assisting with client meetings.  Scott is passionate about financial planning and has a particular expertise in portfolio construction and retirement income strategies.

Scott has been in the financial services industry for over 20 years, starting his career at Smith Barney where he had responsibility for institutional bond trading, managed accounts and individual account management. Scott joined New York Life in 2005, working with the RIS Third Party Distribution team covering annuity investments within the Bank channel. He was promoted to an associate wholesaler and traveled extensively in the field. In 2009, Scott’s product responsibility was expanded to include both mutual funds and annuities while working with a mix of wire houses, independent and bank clients.

In 2010, Scott transitioned to the New York Life Agency channel working directly with the New York Life career agents, in both management and field roles. One of Scott’s core beliefs is that an advisor should be “client centric” and is someone that a client can rely on to guide them through all stages of their lives (not just parts). In his current role, he is able to incorporate this belief when assisting agents with their practices.

Scott and his wife, Brandy, live in Grand Rapids, Michigan, and have two young daughters. Originally from New Jersey, Scott is a fan of the New York Giants and the New York Rangers.

Pierce Roth began his career with New York Life in 2013 as an agent in the South Florida General Office.

He achieved Executive Council in 2015 and wrote over 50 paid cases per year. He was recruited to join the Life Sales Desk in 2016 as an Internal Life Product Consultant where he supported the Pacific and North East Zones.

In January 2018, Pierce was promoted to Manager of the Life Sales Desk for the Western Region and ran a team of 6 Internal Life Product Consultants and 2 Internal APG Consultants.

Since May 2019, Pierce was moved to the Virtual Consultant team, where he manages 13 General Offices and works with 700+ agents.

Since 2011, Lucita Cole has been working to protect and grow wealth for her clients and their families. For the first few years of her career with New York Life, Luci worked with young professionals, business owners and pre-retirees as a registered representative in Orlando, FL.

Lucita transitioned to the Life Sales Desk in 2013 as an Internal Life Product Consultant. She supported the Pacific, South Central & North East Zones. Since then, she has dedicated herself to training, educating and motivating our financial professionals. She has spent extensive time working with the top agents at NYL helping them bring their business to the next level.

Lucita Cole designs solutions for the clients of our top Council agents, finds sales opportunities within existing books of business and uses creativity and accountability to make sure goals are achieved.

Currently, Lucita is consulting agents on how to use Business Solutions as a client acquisition tool while helping them enhance their cross-selling capabilities.

In her roles she has received numerous awards.

New York Life Insurance Company/NYLIFE Distributors LLC

• Business Development Consultant, 2017-present
• Internal Life Product Consultant, 2013-2017
• Registered Representative, New York Life 2011-2013

Awards and Recognition

• National Internal of the Year, 2015
• Life Product Consultant Internal of the Year, 2015
• Internal of the Quarter, 3 Consecutive Quarters in 2015
• Agency Sales Desk Presentation Winner, 2014 & 2015
• Executive Council Agent, 2013 & 2014
• Annuity Champion Gold, 2012
• Rookie of the Year, 2012
• Career Life Producer Award, 2012
• Career Life Success Award, 2012

Education

• University of Central Florida, B.A. 2010

Since 2016, Daniel Acosta has been working to protect and grow wealth for clients and their families.

Prior to joining the Sales Desk as an Internal Product Consultant, Daniel worked as an Agent out of the New Orleans General Office. In his time there, he specialized in helping small business owners and young families with their personal and professional insurance needs.

Since beginning his tenure as an Internal Consultant in April of 2018, Daniel has shown his eagerness to assist agents integrate the suite of Extended Care Products, which include Secure Care/My Care/Select Premier (LTC), Asset Preserver/Asset Flex and Chronic Care Rider, into their clients’ financial plans.

Rob is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents as a member of the Virtual Consulting Team. Rob came to New York Life with significant experience in the areas of estate planning, estate taxation, and wealth management, providing him with an acute understanding of various complex planning techniques and the most effective and lucrative application of insurance as a means to effectuate them. Rob earned his J.D. from the Sandra Day O’Connor College of Law at Arizona State University and a B.S. in Justice Studies from Arizona State University. He is admitted to the State Bars of Texas and Oklahoma.

Nicholas Park is the Senior Associate, Internal Investment Consultant for New York Life Insurance Company. He is truly grateful for the opportunities to work with clients and advisers across and throughout the organization.

Born and raised in Los Angeles, California , Nick grew up to be a Dodger, Lakers, and UCLA Bruins fanatic.

Nick attended Franklin Pierce University where he majored in Marketing, Spanish, and earned his M.B.A. Nick has always been passionate about investments, starting his career in finance on the International Equities Floor of Cantor Fitzgerald in Beverly Hills, CA. After his journey with Cantor Fitzgerald, Nick began his financial practice with New York Life, working as a financial professional. He quickly grew to become an awarded adviser ultimately joining the Long-Term Care Elite, Annuity Elite, and Executive Council ranks, as well as, becoming a part of his office’s Advisory Council.

He soon was offered the opportunity, his current role, as an Investment Consultant. Nick now provides investment consulting for the North East and Central Regions.

Currently Nicholas resides in White Plains, New York with his wife, Casey and son Leo.

Since 2016, Reggie has been working to protect and grow wealth for his clients and their families. For the first few years of his career with New York Life, Reggie worked with young professionals, business owners and pre-retirees as a Life Insurance and Benefits Agent in Chattanooga, TN.

Reggie transitioned to the Business Solutions Desk in 2020 as an Internal Consultant. He supports the South Central & West Central Zones. Since then, he has dedicated himself to training, educating and motivating our financial professionals. He has spent extensive time working with the top agents at NYL helping them bring their business to the next level.

Reginald Jean-Jacques designs solutions for the business clients of our top Council agents, finds sales opportunities within existing books of business and uses creativity and accountability to make sure goals are achieved.

Currently, Reggie is consulting agents on how to use Business Solutions as a client acquisition tool while helping them enhance their cross-selling capabilities.

In his roles, he has received numerous awards.

New York Life Insurance Company/NYLIFE Distributors LLC

• Internal Life Product Consultant, 3rd Quarter 2020

Awards and Recognition

• Career Life Success Award,
• Career Life Producer Award,
• Career Life Achiever Award,
• Life Foundation Award,
• Agency Builder Award, 2017
• Blue Spirit Award, 2017
• Executive Council Agent, 2017, 2018, 2019, 2020
• Strive For Excellence Award, 2018
• 3rd Prior Class Leader, 2019
• New Org Paid Life Case Rate Leader, 2017, 2018, 2019
• New Org Agent of the Year, 2018
• Manpower Tower, 2017
• AAMU Gold Award, 2016

Education

• Bethel University, B.S.

Jackie Beauregard joined New York Life in 2015 in the Greater South Carolina General Office, located in Charleston, South Carolina. She was a registered representative for 3 years with NYLIFE Securities. , After achieving council, she took the opportunity to become an internal life product consultant at the sales desk. Over the last three years as a consultant she has worked with several agents in the WC,SC, and NE Zone.

Jackie was born and raised in Western Massachusetts and relocated to Charleston SC to attend The College of Charleston, where she graduated with a degree from the School of Business, with a major in Marketing and a minor in Creative Writing.

While in Charleston, Jackie enjoyed volunteering with Susan G. Komen, a nonprofit organization that works to prevent and find a cure for Breast Cancer. Being an animal lover, she also spent time giving back to animal rescues and shelters in Charleston. She is looking forward to continuing her volunteer work in White Plains, NY.

In her spare time, Jackie enjoys traveling and photographing different places in the world. She has traveled Europe as well as parts of South East Asia, including Vietnam and Thailand.

During her time as a registered representative, Jackie achieved Career Life Summit, Life Producer Award, New Org Life FYC leader for 2017, and was an Executive Council Agent. Through her work with the local community, Jackie was able to be a consistent case rate writer and grew her business by 247% from 2016 to 2017.