Meet Our Management Team

Thomas J. Miller, CFP®, CLU®, ChFC®, CLF®, RICP®
Managing Partner

Phone: (425) 462-4800
Email: tjmiller@ft.newyorklife.com

Thomas (Tom) Miller started his financial services career back in 1997. Since then he has earned his CFP®, CLU®, ChFC®, CLF® and RICP® designations from the American College. Tom started his New York Life career 10 years ago in the Minnesota General Office. In 2012 Tom was promoted to the role of Managing Partner of the Montana General Office. In 2016 he took over the Eastern Washington General Office and most recently has been promoted to the Seattle General Office. Tom is a strong advocate of the New York Life and its mission as they share the same core values; Integrity, Humanity, Trust and Loyalty.

Tom and his wife April have three wonderful children. Devon (20) Katelyn (14) and Margaret (10). In his personal time Tom loves spending time with family and friends.


A. David Erland
Senior Partner

Phone: (425) 487-2386
Email: aerland@ft.newyorklife.com

A. David Erland CLU®, ChFC®, MSM, Senior Partner at New York Life – Seattle, has made New York Life his home for over 30 years beginning his career in 1979.

Mr. Erland has served in several upper level management capacities including Managing Partner of the Des Moines General Office in Iowa, as well as Partner at New York Life – Seattle and since 2007, Senior Partner.


Yosuke Kameoka
Senior Partner

Phone: (206) 905-2873
Email:
ykameoka@ft.newyorklife.com

A Seattle native, Yosuke Kameoka first joined New York Life in 2002 as an agent specializing in the Japanese markets.

Since making the transition to management in 2008, Yosuke has continued to work closely within the Asian community; diversifying the growth and community of our General Office.

Yosuke earned a Bachelor's Degree in Economics from the University of California. He and his wife Mariko have two children, Yosei and Maria.


 

Kevin Lee
Senior Partner

Phone: (425) 462-4935
Email: klee@ft.newyorklife.com

Kevin Lee began his career in 2001 as an Agent for the Seattle General Office focusing on the strategies surrounding wealth accumulation management and development. Kevin works closely within the Korean and Chinese Cultural Markets where he is fluent in both languages. In 2007 Kevin transitioned into a management role as a Partner and in 2008 earned the Triple Play Award for Recruiting Excellence awarded by the Pacific Zone of the New York Life.

Kevin has qualified for the New York Life Executive Council from 2002 to 2003 and 2005 to 2006. In 2004 Kevin achieved Quality Council.

Kevin Graduated from the University of Washington with a double major in Geography and Urban Planning, lives in Bellevue and enjoys spending time with his wife Susan Jeon and their dogs!


Jai Kim
Partner

Phone: (425) 467-2364
Email: Jhkim02@ft.newyorklife.com

Jai Kim was born and grew up in Seoul, South Korea. She moved to the United States to study abroad in 1999 and now lives in Bothell, WA with her husband and best friend of 15 years, her three beautiful children and loving mother.

Jai Kim started as an Agent in July 2013, quickly becoming an expert in the Korean and Women’s Markets. She has been promoted to Partner with New York Life. She is dedicated to recruiting self-motivated people who have a passion for benefiting their community.

Jai qualified for President’s Council and MDRT* in 2016.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.


Ivan Rizo-Viveros
Partner

Phone: (425) 467-2370

Born and raised in Veracruz, Mexico, Ivan Rizo-Viveros came ot New York Life in 2013 with a background in accounting.  After qualifying for two consecutive Executive Councils, he mad the transition to management in 2016.  As a Partner, Ivan has dedicated himself to building a strong team of motivated, career-minded individuals who strive for excellence and personal growth.

Ivan's leadership strategy is guided by the maxim that individual play the game, but teams win championships. 

Ivan enjoys spending his free time with his wife and three sons. 

 


George Herrera
Partner

Phone: (425) 467-2362
Email: gherrera@ft.newyorklife.com

Our newest member to the management staff grew up in San Jose, CA and graduated from Embry Riddle Aeronautical University with a degree in astronautics and a Masters in Homeland Security. He came to Seattle following completion of his career in the Marine Corps, and brings a robust leadership background in addition to experience in various industries.

Coming to New York Life in 2014, George led the way earning consecutive Executive Councils, the prestigious Life Foundation Award and the 2015 Rookie of The Year.

George speaks fluent Spanish and specializes in assisting military and young families establish pathways towards financial goals.

George enjoys spending time with his wife, Eilene and playing with his three girls. He holds a black belt in various martial arts and enjoys flying both fixed and rotor winged aircraft.



Brent Wegner CLU®, ChFC®  CLF, CASL, RHU, REBC, LUTCF
Director of Development

Phone: (425) 462-4801
Email: blwegner@ft.newyorklife.com

Brent Wegner grew up in Orlando, FL and graduated from Carson-Newman College in Jefferson City, TN with a major in Political Science/Pre-Law. After moving to California, and helping to launch a start-up company called Timbron International, he joined New York Life’s Stockton General Office as an Agent in 2000.

After qualifying for Executive Council, Annuity Champion, and Centurion case rate honors, he accepted the position of Sales Development Manager in the Reno General Office in 2005. Brent was later promoted to Senior Sales Development Manager in the Memphis General Office, and Senior Sales Development Manager II in the Raleigh General Office. He holds the CLU, ChFC, CLF, CASL, RHU, REBC, and LUTCF designations from The American College, and particularly enjoys field work with business owners and professionals.

He accepted his current position in the Greater Seattle General Office in 2015, and serves our office as the Director of Development today.

Brent lives in beautiful North Bend with his wife Becky and their four children.


Lonnie Lechelt
Corporate Vice President | General Office Service

Phone: (425) 462-4811
Email: llechelt@ft.newyorklife.com

Lonnie Lechelt joined New York Life in 2009 as an Associate Administrative Manager of the Portland General Office. Through various opportunities Lonnie has experience in four General Offices covering Oregon, California, and Washington. Lonnie obtained his Bachelor’s Degree in Business Management from Oregon State University.

While attending Oregon State, Lonnie was a member of the baseball team winning back to back National Championships in 2006 and 2007. Upon graduation, he played minor league baseball in the Florida Marlins organization prior to joining NYL. Lonnie is an avid sports fan, enjoys boating, coaching baseball, volunteering at local animal shelters, outdoor activities, traveling, and spending time with his wife, son, and yellow Labrador Retriever.


Grace Ottey
Director Agency Standards

Phone: (425) 462-4936
Email: gottey@ft.newyorklife.com

In June 2012, Grace joined New York Life as a Senior Agency Standards Consultant for the New Mexico and El Paso General Offices. She is a resource and a guide to the Agents and Management Team with regards to effective procedures and solutions for complying with standards for New York Life and the Securities and Financial industry.

Grace started her career in Financial Services in 1992 as a Life Insurance Underwriter and transitioned in 2003 as a Financial Advisor. Grace holds her Life and Health License and FINRA Series 6, 63, 65, 7 and 24 designations. Her tenure in Industry has given her a unique perspective on supervision, always striving to do what is right for the Agents, the General Office and the Company. Grace is passionate about team work and thinking outside of the box.

Grace Ottey earned her Bachelor’s degree from the University of the West Indies and attained her Post Graduate Certificate in Finance from the University of Wales and The Manchester Business School in the United Kingdom. Grace is a Fellow of the Management Life Institute (FLMI) and Academy of Life Underwriting (ALU).

Grace and her husband, Patrick reside in Monroe Washington, and she enjoys traveling, reading and visiting art galleries.