Steve Kaneski, MSFS, and the financial professionals at Kaneski Associates have a combined 50 years of financial expertise in meeting the financial services needs of physicians and other members of the medical community. Steve is a highly sought after speaker. His financial acumen and presentation style have garnered him invitations to address audiences across the country, and he has been interviewed by and featured in multiple financial publications including Smart Money, BNET/CBS Market Watch and Life Insurance Magazine, and the NYLife Review. He has personally conducted hundreds of financial education workshops and presented to well over 10,000 medical professionals in the U.S. and abroad. Steve is currently in his third consecutive term as Chairman of Advisory to the Board of Directors with New York Life Insurance Company (NYLIC), a Lifetime Member, Top of the Table of the Million Dollar Round Table, Member Agent of the Nautilus Group, an exclusive planning service for the top performing agents of NYLIC, a Registered Representative with NYLife Securities LLC, and a part of New York Life Chairman’s Cabinet. Behind this finance expert and business guru lies a devoted family man, history buff and gardening enthusiast. Steve resides in Loomis, CA.

http://www.kaneskiassociates.com

Dagon L. Garris, Jr. has been a member of the Chairman’s Council of New York Life Insurance Company. Members of the Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,250 licensed agents. Mr. Garris has been a NYL agent since 2005, in Houston, TX. He is a LUTCF with The American College of Insurance, a member of the Houston chapter of The Society of Financial Service Professionals, and a member the insurance industry’s Million Dollar Round Table. He received his B.A. Degree from Upsala College and a MBA degree from Rutgers University, Graduate School of Management. He resides in Spring, Texas with his wife, Patricia.

http://www.dagongarris.nylagents.com

Michele Guerin is a second generation agent who has been with New York Life Insurance for over 30 years. She has earned numerous credentials such as CLU, ChFC, AEP, CLTC, and industry awards including Lifetime Member of the Million Dollar Round Table and company recognition as Chairman’s Council Member in 2014. She has previously been selected as an honoree for the Money Makers program presented by New Orleans CityBusiness, which honors the area’s top financial providers, and was also chosen to lobby Washington DC on behalf of New York Life. Michele holds a BS in Management from Louisiana State University, and a BS in Hotel, Restaurant, and Tourism from the University of New Orleans. She belongs to the New Orleans Estate Planning Association, the National Association of Insurance and Financial Advisors, Rotary Club of New Orleans, New York Life Agent’s Reinsurance Company and Executive Women International. Michele is also a volunteer for the Kappa Kappa Gamma Alumnae Association, Junior League Chamber of Commerce, Young Leadership Council, and New Orleans Opera Association.

http://www.micheleguerin.com