Meet The Team

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Jing Li

Licensed Service Assistant Phone: (954) 958-4173

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Amy Chung

Licensed Service Assistant Phone: (954) 556-2125

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Jiayi Chen

Assistant Phone: (954) 958-4265

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Jennifer Lee

Assistant Phone: (954) 660-2558

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Wilfred Lee

Assistant Phone: (954) 660-2558

Contact Evelyn

1300 Concord Terrace
5th Floor,
Sunrise, FL 33323

Office: (954) 958-4246
Mobile: (561) 251-2105
Fax: (954) 958-4255

etai@ft.newyorklife.com

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Jing Li

Assistant Phone: (954) 958-4173

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Amy Chung

Assistant Phone: (954) 556-2125

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Jiayi Chen

Assistant Phone: (954) 958-4265

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Jennifer Lee

Assistant Phone: (954) 660-2558

NEW YORK LIFE PRODUCT CONSULTANTS AND SUPPORT TEAM

The following personnel are New York Life Product Consultants, Advanced Planning Consultants and General Office Sales Support Management team members who provide support to New York Life agents.

Alan Chew, JD, CPA CLU®, ChFC®

Corporate Vice President
Advanced Planning Consultant

Alan Chew supports the Chinese cultural market as an Advanced Planning Consultant for New York Life Insurance Company. Alan works with agents, their clients and their clients’ professional advisors, collaborating on estate, business and tax planning strategies.

Alan has been providing tax, legal and accounting services to the financial services industry and prestigious private sector companies since 1995, as a public auditor, lawyer and law clerk. Alan joined New York Life in 2004, working with the company’s top 250 agents as a Case Development Consultant for The Nautilus Group®; and, in 2010 became a life insurance agent for New York Life, distinguishing himself by qualifying for the prestigious MDRT* and President’s Council in his first year.

As a consultant for the Advanced Planning Group, Alan presents numerous seminars around the country for New York Life agents and their high net worth and business-owner clients, focused on financial strategies and key planning issues that impact their lives. His extensive estate and business planning experience positions Alan as a valuable resource, offering creative and optimal planning solutions.

Alan earned a Bachelor of Business Administration degree (with honors) and a master’s degree in professional accounting from The University of Texas at Austin; and, a law degree from Southern Methodist University (cum laude).

Alan is fluent in Mandarin and other Chinese dialects.

Frank P. LaValla Jr., CLU®, ChFC®, RICP, CASL, CLTC

Corporate Vice President
Life Sales Officer

Frank graduated from the University of South Florida with a Bachelor Degree majoring in Finance and a minor in Management. Frank acquired numerous FINRA related licenses to include his Series 6, 7, 63, and is an Investment Advisor Representative. He received his CLU, ChFC, RICP, CASL, and CLTC designations through the American College. Frank is a member of local Tampa Bay NAIFA chapter and has presented at many of the chapter’s meetings.

Frank retired as a Master Sergeant from the United States Army. He has served our country for over 20 years and was called upon to deploy to various regions of the world. He was mobilized for Operation Desert Storm/Shield, Operation Provide Comfort, and Operation Enduring Freedom in Afghanistan. He was awarded the Bronze Star Medal, the Meritorious Service Medal, the Humanitarian Service Medal and the Southwest Asia Service Medal with Bronze Battle Star.

Frank started his career in the Financial Services Industry with Waddell & Reed Financial Services as a District Manager and then joined Franklin Templeton Mutual Fund Company as a Key Account Manager working with outside Broker/Dealer firms. He joined New York Life in 1999 as Director, Annuity Sales and he held many positions during his tenor on the investment team.

Currently Frank is responsible for managing the South Central Zone Life Product Consultant Team. In this capacity, he assists consultants and agents in promoting the sales of New York Life Insurance products. Most recently Frank managed the Investment Product Consultants for New York Life Insurance Company and was responsible for promoting the Fixed, Variable, and Guarantee Income Annuity Products including proprietary mutual funds.

Kimber Ericksen, LUTCF

Life Product Consultant

After graduating from Oregon State University, Kimber relocated to the resort area of Sun Valley, Idaho working in the fly fishing industry and teaching skiing.

She then moved to Boise, Idaho where she became a Licensed Agent and Registered Representative with the New York Life Idaho General Office. Kimber was an agent in the field 5 years and recognized as the 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 is also MAP™ certified.

She then moved to New York Home Office and joined the Life Sales Desk Team for 2 years 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.

Mark Jansen, JD, CPA, CLU®, ChFC®

Corporate Vice President
Advanced Planning Consultant

Mark Jansen is a Corporate Vice President and Advanced Planning Consultant for New York Life Insurance Company, serving the agents of the South Central Zone.

Mark is an engaging presenter and skillful consultant, collaborating with agents, their clients and their clients’ professional advisors in the areas of estate, tax and business succession planning.

Mark joined New York Life with over twenty years’ experience in the financial services industry. He has worked with prominent life insurance companies as advanced marketing counsel; and, in several positions for the design and sales of variable and investment-driven insurance products. He has also marketed insurance products through banks and credit unions.

Mark brings a creative and comprehensive approach to using insurance products in estate and business planning. He is known for his practical teachings and conversational style of presentation, speaking frequently to groups about the proper use of insurance in buy-sell agreements and estate plans. Mark’s collaborative approach and technical knowledge positions him as a skillful and insightful specialist.

Mark received his law degree from the University of Michigan Law School (cum laude); and, began his professorial career in the tax department of a nationally prominent accounting firm.

Dale H. Gorchoff, JD, CLU®, ChFC®, LUTCF

Senior Sales Development Manager

University of Delaware, BA Magna Cum Laude, History, 1974

- Captain of the Men’s Tennis Team
- President of Hillel - the Foundation for Jewish Campus Life

DePaul University College of Law, JD, 1977

- Former member of the Illinois and Federal Bars.

New York Life – Chicago, Illinois General Offices (various)

- Agent, 1978 – 1980
- Training Supervisor 1983 – 1985
- Training Manager 1985 – 1995

New York Life – South Florida General Office

- Senior Director of Development 1995 – 2014
- Senior Sales Development Manager Manager – 2015-present

The American College

- CLU Designation - 1992
- ChFC Designation - 2000
- LUTCF Designation - 2011

Family

- Wife – Sharon Gorchoff, married 1978
- Daughter – Rebecca Gorchoff, Clinical Director for Substance Abuse Facility

Family Members with New York Life

- Grandfather – Albert Gorchoff, Sr., agent, 1919 – 1965
- Father – Albert Gorchoff, Jr., agent, 1946 – 2002
- Brother – Gary Gorchoff, CLU, ChFC, agent 1985 to present
- Wife – Sharon Gorchoff, CLTC, agent, 2008 to 2012

Patrick Jones, CLU®, ChFC®, CASL, CLF, CLTC

Director of Development

Education:

- B.S. in Audio Engineering, M.I.T. - 1977
- Chartered Life Underwriter, The American College - 1998
- Chartered Financial Consultant, The American College - 2002
- Chartered Advisor for Senior Living, The American College - 2007
- Certified in Long Term Care, The Corporation for Long Term Care Certification – 2007
- Chartered Leadership Fellow, The American College - 2016

Employment:

July 1977 to December 1979
Claire Brothers Light & Sound
- Los Angeles, CA

Recording Studio Engineer at Pen Point Studios and Sound Crew Engineer on tour with a variety of recording artists

January 1980 to February 1987
Chicago & Northwestern Railroad
- Chicago, IL

Extra Board Agent. Trained to relieve the position of nearly every agency employee from the telegraphers, dispatchers, freight agents, district office positions, etc. in order to fill scheduled vacations or vacancies on short notice

March 1987 to April 1989 American Mobile Systems, Inc. - Ft. Lauderdale, FL

Wholesale Division Manager / V.P. of Marketing & National Sales Manager
After establishing and managing the first profitable division of this telecommunications company, I was promoted to the National Sales Manager/V.P. of Marketing to establish our position in 27 major markets around the country.

May 1989 to Present New York Life Insurance Co. – Ft. Lauderdale, FL

Executive Council Agent all 5 years as an agent

March 1994 to Present

Promoted to Training Supvr. (1994), Training Manager (1998), and Sales Development Manager (2002), Senior Sales Development Manager (2006), Director of Development (2008)

Training Experience:

Chicago & Northwestern R.R. - Trained agents & employees to go from a 1956 IBM card punch computer system, to a state of the art, MIS system.

American Mobile Systems - Trained sales reps. on the communications products and features of our systems and assisted at the point of sale on large contracts.

The New York Life - Responsible for the management and development of over 200 Agents and Managers in the South Florida General Office.

Family:

Pat is happily married to Sue since May 1981 and they have 3 beautiful children, Erik (35), Ryan (34) and Nicole (29). They reside in Weston, Florida.

Tyler Flynn-Corbin, MBA

 

Tyler Flynn-Corbin is an Investment Solutions Consultant with New York Life. He joined New York Life in May of 2006 and he is currently oversees the sale of investment and retirement products in the state of Florida. He has specific expertise in retirement income planning, asset protection and legacy planning. Tyler majored in Economics at Penn State University and completed an MBA in Marketing at Rutgers University. He has FINRA series 6, 7, 63 and 65 licenses. Tyler currently lives in Miami with his wife and daughter.

A. Tyler Bozeman

 Investment Product Consultant

Tyler joined the New York Life Investment Product Sales Desk team in September 2014. Tyler currently covers territories in the New York, Pennsylvania, and Florida regions. He has a solid understanding of New York Life products and New York Life’s core beliefs.

Tyler is originally from Mobile, Alabama and attended the University of South Alabama with a degree in Finance. His post graduate work experience began with New York Life as an Agent in the Mobile General Office. As an agent, Tyler achieved Executive Council and earned the Rookie of the Year award in 2013. His Investment experience is highly concentrated in Mutual Funds, Variable Annuities, Fixed Annuities, and Rollovers. Tyler currently holds his Series 6, 63, Life/Accident and Health Licenses.

Tyler and his wife, Rachael, currently reside in New York.