Management Team

Mission Statement

To coach, teach, and motivate clients through constant leadership and ethical business practices; by helping build the confidence necessary to make sound financial decisions for their futures in regards to their retirement planning, education funding, and insurance planning.

The Cincinnati General Office serves New York Life clients throughout the Ohio, Kentucky and Indiana area. With many full-time professional agents, we have been serving our clients for many years. At the Cincinnati General Office, we believe our business is based on trust and loyalty. That's why our products are designed to help you, your family and your business when you need it most. Your trust is something we plan to earn through every interaction with us. Take a moment to explore our products and services. If you like, you can schedule an appointment with one of

our professional agents. Please contact us to schedule an appointment!

Management and Staff

Please feel free to contact one of our management team members to learn more about New York Life.

 

 

Dinesh Saxena, Managing Partner 

dsaxena@ft.newyorklife.com

Dinesh has a 25+ year illustrious career in growing agencies through exceptional recruiting, and instituting a culture of high performance.  In pursuit of his passion he has collected numerous awards such as #1 ranked Partner in Ohio, #1 ranked Partner in the South Central Zone, #9 ranked Partner in the company, Gathering of Eagles, Summit Manager qualifier, several MDRTs, Premier President’s Council, etc.  Dinesh rejoined NY Life in April 2013 as Partner, was promoted to Senior Partner, and quickly promoted again to Managing Partner of the Cincinnati General Office.  Dinesh has been married to his bride Manju for 31 years and they have two daughters pursuing their dreams in NYC & Seattle.

 

 

Rajesh Patel, Associate Partner 

rspatel@ft.newyorklife.com

Rajesh emerged as a standout leader when he began his career with New York Life Insurance in 2016.  In his first four months, Rajesh qualified for Premier Executive Council and by the end of his first year, he qualified for Presidents Council and became the Life Leader for the entire South Central Zone.  In both 2016 and 2017, he qualified for the Million Dollar Round Table (MDRT*) in addition was presented with the prestigious Gathering of Eagles Award.  Rajesh was promoted to Associate Partner in February of 2018.

Prior to joining New York Life, Rajesh gained 10 years of management experience in the retail whole sale, import and export business.  He also holds a Mechanical Engineering degree from Gujarat University.  Rajesh and his wife Harsha have three angelic daughters Nancy, Vidhi, and Rahi.

Rajesh is honored to help individuals of all types and looks forward to building relationships with motivated professionals who are looking for a rewarding, and highly compensated career path.  He strongly believes in teamwork, integrity, innovation, openness, accountability, personal, and professional growth.

Brian T. Burger, CLU, LUTCF, ChFC, CASL, CLF, Director of Development

bburger@ft.newyorklife.com

Brian graduated from Ohio State University in 1998 with a BA in Psychology and a minor in Economics.  He joined New York Life in 1999 qualifying for Executive Council in his first and second year as an agent.  He also qualified to attend the prestigous Million Dollar Round Table* meeting in 2000 as a Mentoring Aspirant.  As an agent, he focused on helping families with New York Life's vast array of products and specialized in benefits to businesses and business owners.  He joined the management team in 2001 and strives to help new agents at New York Life reach their full potential with New York Life's NYLIC University.  Brian resides in Lebanon with his wife Nicole, son Braden and twin daughters.  He enjoys sports, Nascar, friends and traveling. 

 

 

Christina Wilson, ALMI, ACS
Administrative Manager

chowerthw@ft.newyorklife.com

Christina graduated from Montreat College in Black Mountain, North Carolina with a BA in Business Administration.  She began her New York Life career in May 2014 in the Savannah, Georgia General Office in the Contracting/Licensing role. During her 2 years in this role, she learned the inner workings of the G.O. while supporting the management team.  In 2016, Christina was promoted to Associate Administrative Manager in the Pittsburgh General Office.  During this time she received her ACS and ALMI designations, as well as passing the Series 99 examination to become a Registered Operations Professional.  In 2017, she was appointed as Service Leader in the Cincinnati, Ohio General Office.   In her spare time, Christina and her husband Trey enjoy traveling, boating and spending time with family. 

 

Regina "Gina" Caudill, FLMI, ACS, AIAA, Agency Standards Consultant

rcaudill@ft.newyorklife.com

Gina has been with New York Life since 1985.  She began her career with New York Life in the West Virginia General Office.  She was promoted to the position of Administrative Manager of the Lexington, Kentucky General Office in September of 1995.  She was appointed Agency Standards Consultant for the Kentucky General Office located in Louisville in August of 2001, then appointed to the position of Senior Agency Standards Consultant in September of 2004.  In February of 2006, she also joined the management staff of the Cincinnati General Office as the Senior Agency Standards Consultant.  She oversees the sales practices of the agents and registered representatives and assists them with understanding the various federal and state regulations governing the insurance and financial services industry.  She holds her FINRA Series 6, 7, 24, 53, and 66 licenses.  She and her husband, Andrew and their family reside in Lexington, Kentucky. 

 

 

Kimber EricksenKimber Ericksen, LUTCF, Life Product Consultant

klericksen@ft.newyorklife.com

Kimber graduated from Oregon State University and relocated to the Idaho General Office where she became a MAP™ certified Licensed Agent with New York Life Insurance Company.  She was recognized for her achievements as an agent; New Associate of the Year in 2009, three-time Executive Council member, honored Centurion, and the 2010 recipient of the Gary Hunter Spirit Award.  Kimber then moved into management working at the New York Life Home Office in New York on the Life Sales Desk Team as an Internal Product Consultant.   Kimber was awarded the Internal Life Product Consultant of the Year for 2012. 

Her current role with New York Life is a Life Product Consultant covering six General Offices in the South Central Zone where she has the opportunity to work with Financial Service Professionals in creative ways as they seek strategies to grow and protect the wealth of their clients.  She currently lives in Knoxville, Tennessee.

 

Constantine Zourzoukis, South Central Zone Business Development Consultant

czourzoukis@ft.newyorklife.com

Constantine brings with him over 20 years of extensive management experience.  He joined New York Life in December 2011 and has since achieved many of the company’s highest honors including case rate leader in 2012, 2013 and 2014, Life Foundation award winner in 2013 and Centurion winner in 2013 and 2014. He made Executive Council in 2013 and was awarded Executive Council Premier in 2014. 

Constantine attended George Mason and is working towards a major in English. He became an agent mentor in 2012 and also continues in that capacity today.

 

 

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

 

 

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