Collective Experience. Insightful Solutions. The Advanced Planning Group Team

Jeanmarie is a manager at the Advanced Planning Group. She oversees the team of advanced planning professionals on the Case Design Unit. Jeanmarie joined New York Life in 2009 with more than 23 years’ experience in estate planning, business planning, executive benefits, qualified plans and charitable planning. Jeanmarie has been a featured speaker at industry-sponsored meetings and has been published in The Journal of Financial Service Professionals. She received her Bachelor of Arts degree in Political Science (cum laude), from Ramapo College in Mahwah, NJ, and earned her law degree from Western New England University School of Law in Springfield, MA, where she served as the Research Editor of the Law Review.

Frank Huang, J.D., LL.M. is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents working in the Pacific Zone. Frank has over 20 years’ experience in estate planning, trust administration, business succession planning and substantial practice working with tax professionals, life insurance specialists, and other professional advisors to help high-net-worth clientele to maximize asset protection and reduce tax liabilities. Frank obtained his J.D. and LL.M. in International Legal Studies from Golden Gate University School of Law in San Francisco, California. He received a B.A. in International Relations and a B.A. in Economics from Tufts University in Medford, Massachusetts. Frank is admitted to the State Bar of California. He is fluent in English and Mandarin.

John is a manager at the Advanced Planning Group. He is dedicated to helping agents understand complex legal and financial techniques that may help clients accomplish personal and financial goals. John has an extensive professional background in corporate and personal taxation and debt restructuring. With more than 23 years at New York Life, he has had the opportunity to work closely with the best agents in the industry. John graduated from Mississippi State University.

Amine is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents working in the Northeastern Zone. Amine came to New York Life with significant experience in wealth management, wealth transfers, taxation, and insurance matters. His experience provides Amine with an acute understanding of how to utilize insurance products to effectuate sophisticated estate and business planning strategies for New York Life’s agents’ affluent clientele. Amine obtained his J.D., with an emphasis on Tax Law, Securities Law, and Estate Planning from Delaware Law Widener University in Wilmington, Delaware; he received his B.S. in Finance from Kean University in Union, New Jersey.

Jeff provides agent development resources, services and training as a member of Agent Development. A skilled and thoughtful project manager, Jeff shepherds major sales and marketing initiatives from creation to implementation. Jeff joined New York Life with 27 years’ technical and practical experience. He managed a variety of business units including recruiting and marketing for a prominent financial services firm; and, as a licensed life insurance agent, worked exclusively with affluent individuals and business owners. Jeff is a graduate of Southern Methodist University, Dallas, Texas, where he earned his bachelor’s degree in economics; and, is a Certified Financial Planner®.

Tony Li is a Corporate Vice President and Advanced Planning Manager for New York Life Insurance Company, serving the General Offices in the Pacific Zone. Tony’s broad advanced planning experience and product expertise make him as a knowledgeable and skilled resource for agents working with high-net-worth individuals and business owners. Tony collaborates with agents on the use, selection, and presentation of life insurance products. He also designs customized proposals offering advanced and popular insurance-based solutions. Tony received his B.A. in Finance from Baruch College in New York, New York, and he holds a Series 6 FINRA registration.

Ting Liao, J.D., MBA is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents working in the Pacific Zone and Chinese cultural market. Ting came to New York Life with experience in insurance, complex trust and estate planning matters, taxation, financial services, and business planning. Her experience provides her with a keen understanding of how to assist New York Life agents and their affluent client base to meet their advanced planning needs. Ting obtained her J.D. from Southwestern Law School; her MBA with a focus in Finance from California State University in Fullerton, CA; and her B.A. in Finance from California State University in San Bernardino, CA. She is admitted to the State Bar of California. Ting is fluent in English and Mandarin.

Antoinette supports New York Life agents as an Advanced Planning Consultant with the Case Design team. Antoinette came to New York Life with substantial experience in corporate, estate, and tax planning having worked as an estate planning attorney for two prominent law practices, as well as having owned her own firm. She has also served as a tax consultant and wealth planner for high-net worth clientele. Antoinette obtained her J.D. from Tulane University in New Orleans, Louisiana; her LL.M. in Tax Law from the University of Denver; and her B.S. in Accounting from Loyola University. She is also a licensed CPA in California and Virginia. She is admitted to the State Bars of Nevada and Virginia and is a member of the U.S. Supreme Court and the U.S. Tax Court.

Geoff supports New York Life agents in his role as an Advanced Planning Consultant on the Case Design Unit. His areas of expertise include estate planning, executive benefit plans, and business exit strategies. Geoff is active in industry organizations, including the General Agents and Managers Association, NALU, NAIFA, and NAECP. He served as a member of the National Board for the Society of Financial Services Professionals and is past-president of the Greater Phoenix and Rocky Mountain chapters. Geoff obtained his Bachelor of Business Administration from the University of Cincinnati and his law degree from Cincinnati Law School.

Glenn is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents working in the West Central Zone. Glenn came to New York Life with over 30 years’ experience in estate and business planning law, as well as substantial experience in the insurance and financial services industries. Glenn obtained his J.D. from Southern Methodist University in Dallas, Texas. He received his M.S. in Business and his B.A. in Economics and Political Science, with honors, from the University of Wisconsin-Madison. He is admitted to the State Bar of Kansas. Glenn has also earned the Chartered Life Underwriter®, Chartered Financial Consultant®, Certified Financial Planner®, and the Certified Trust and Financial Advisor® designations.

Rick Popper, J.D., is a Corporate Vice President and the Advanced Planning Manager for New York Life Insurance Company, serving the General Offices in the South Central Zone. Rick leads a team that works with top agents, their clients, and their clients' professional advisors to develop estate planning, business succession, and tax planning strategies. With 20 years' industry-related experience, Rick's past professional accomplishments as a practitioner, consultant, and business owner enable him to bring a unique perspective to his agents and their clients. Rick is a graduate of Auburn University, Alabama, and received his law degree from the University of Mississippi.

Leilani K. Rivers, J.D. is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents as a member of the Northeast Zone and the African American cultural market. Leilani came to New York Life with a wealth of legal experience serving  as a highly regarded attorney and advanced planning consultant to her clientele in myriad areas of estate, tax, and business planning. Her experience places her in an excellent position to serve New York Life agents, their professional advisors, and their high-net-worth clients to determine sophisticated insurance-based solutions for complex planning matters. Leilani obtained her J.D. from St. John’s University School of Law in Jamaica, New York, and her B.A. in Political Science from Union College in Schenectady, New York. She is admitted to the State Bar of New York.

Amanda SARP, J.D., is a Corporate Vice President and Advanced Planning Consultant supporting New York Life agents working in the South Central Zone. An engaging and thoughtful consultant, Amanda collaborates with agents, clients and other professional advisors in the area of estate planning, with an emphasis on the intricacies of trust planning and, resolving estate planning gaps for wealthy individuals. Amanda earned her law degree from Texas A&M University School of Law, Fort Worth, Texas; and, her Bachelor of Arts degree (summa cum laude) from the University of Texas at Arlington.

Ross Sims, III, J.D., is a Corporate Vice President and Advanced Planning Consultant, serving agents working in the West Central Zone. Ross collaborates with agents to identify and implement optimal estate planning strategies and business solutions using complex insurance-based solutions. Earlier in his career, Ross worked as an agent for New York Life. This experience has given him a keen aptitude for developing planning techniques for large estates, successful businesses, and executive compensation. Ross earned his law degree from the Paul M. Herbert Law Center at Louisiana State University, where he received numerous academic awards, and his Bachelor of Business Administration from Auburn University in Auburn, Alabama.

Kirrupan Theivakumar, J.D., is a Corporate Vice President and Advanced Planning Consultant serving agents in the West Central Zone and the Asian-Indian cultural market. Kirrupan collaborates with agents to develop sophisticated and personalized insurance-based estate and business planning solutions for affluent individuals and business owners. Previously, Kirrupan worked as a case design consultant for the Case Design Team. This experience provided him with the acumen to develop effective strategies to handle in-depth estate planning matters, retirement planning concepts, business planning, and complex tax issues. In addition to receiving numerous prestigious academic awards in law school, Kirrupan also earned an advanced Corporate and Business Law Certificate. Kirrupan received his J.D. from Rutgers Law School in Newark, New Jersey and his B.A. in Economics from Drew University.

David R. Toups, J.D., MBA, CFA^®, CFP^®, CTFA^®, is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents working in the South Central Zone. David joined New York Life in 2016 as a case design consultant for The Nautilus Group®, a service of New York Life, where he provided in-depth analyses of multi-faceted estate planning matters. Prior to that, David spent more than 14 years in private practice focused on estate, trust, and business litigation. David obtained his B.A. in business from Texas A&M University; his MBA, with an emphasis in finance, from Sam Houston State University; and his J.D. from South Texas College of Law. He has also earned the Chartered Financial Analyst®, Certified Financial Planner®, and the Certified Trust and Financial Advisor® designations. David is admitted to the State Bar of Texas.

Brad Trevino, J.D., LL.M, MBA, M.S., is a Corporate Vice President and Advanced Planning Consultant, supporting agents working in the West Central Zone. Brad came to New York Life with a strong background in the life insurance industry having served as both an agent and sales manager earlier in his career. Additionally, Brad worked as an attorney and litigator in private practice where he provided complex tax, business, and estate planning advice to ultra-high-net worth clientele. Brad eventually combined his expertise in estate planning and taxation with his significant knowledge of insurance products and started with New York Life as a case design consultant for the prestigious Nautilus Group®, a service of New York Life. He later moved to the Advanced Planning Group where he skillfully served as a member of the Virtual Team before joining the Field Team. Brad earned his J.D. from Louisiana State University; his LL.M. in Taxation from the University of Alabama; an MBA and MS from Indiana University; and a B.S. in Marketing from Santa Clara University.

Sarah M. Trevino, J.D., MBA, LL.M., MA, is the peer review specialist assisting with the Compliance and Marketing efforts for New York Life’s Advanced Planning Group and serving as editor of the Advanced Planning Library. Prior to coming to New York Life, Sarah worked as a Trust Compliance Officer for a prominent national trust company. There, she monitored compliance in trust administration and complex estate settlement matters to ensure appropriate fiduciary conformity with federal securities laws, state laws, and internal bank policy. Sarah earned her J.D. from Texas A&M University in Fort Worth, Texas; her LL.M. in Estate Planning and Trusts from the University of Illinois at Chicago; her MBA from Regis University in Denver, Colorado (summa cum laude); an M.A. in Psychology with a concentration in Organizational Leadership from The Chicago School of Professional Psychology; and a B.A. in Business Communications from St. Edward’s University in Austin, Texas (summa cum laude). Sarah is admitted to the State Bar of Texas.

Adam M. Zack, J.D., is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents working in the Northeastern Zone. He joined New York Life with significant experience in complex estate planning matters and wealth management strategies. Adam spent several years working as a consultant in the financial services industry, as well as over ten years working with high-net worth clientele for a prominent national trust company. Adam earned his J.D. from Southern Methodist University in Dallas, Texas. He also received a B.B.A. in Finance and a B.A. in Philosophy from The University of Texas at Austin. He is admitted to the State Bar of Texas and is a member of the Dallas Bar Association.