Our Team

We believe in the team concept to build the Colorado General Office...the key to our success is the field organization. We believe in a field operation that emphasizes quality recruiting of agents. We are dedicated to providing the best management development at New York Life. It is the Manager's responsibility to train, support and develop our team. The manager must find, recruit, and train second-line management. We believe that as sales management performance goes, "so goes" the growth of the Colorado General Office.

Roman Hubbard headshot

Roman Hubbard

Managing Partner

(303) 744-2000 | Fort Collins

Roman A. Hubbard is the Co-Managing Partner for the New York Life Insurance Company in Colorado.

Roman joined New York Life as an agent in July of 1997 in the Colorado GO, where he became Rookie of the Year. He has been a Sales Manager, Partner, Senior Partner in 2008 and Managing Partner in 2015. He is a member of NAIFA and on the Board for the Monfort College of Business Alumni Association. Roman attended the University of Northern Colorado and graduated with a Bachelor's of Business Administration degree with an emphasis in Marketing and minored in Mathematics. Roman enjoys coaching youth football and baseball. Roman has been married to Erin for 17 years and they have three children Sailor 15, Eastin 12 and Ceily 7.

Leroy Garcia headshot

Leroy Garcia, LUTCF

Managing Partner

(303) 744-2000 | Denver

Leroy Garcia is the Co-Managing Partner for the New York Life Insurance Company in Denver, CO.

A native of Colorado, Leroy started with New York Life Insurance in 2001 in the Denver General Office. By 2004, Leroy was promoted to Partner. In 2013, Leroy was promoted to Senior Partner and was recognized as the National Senior Partner of the Year which highlights the best personal performance of an Executive/Senior Partner in five overall categories. In 2015, Leroy was promoted to Co-Managing Partner of the Colorado General Office.

Leroy is a current board member for Judi's House, an organization committed to helping grieving families and children with programs and resources. He is the past Chairman and board member for the Hispanic Chamber Education Foundation. He is also a former board member for the National Association of Insurance and Financial Advisors (NAIFA) and the Association of Latino Professionals in Finance and Accounting (ALPFA).

Prior to joining New York Life, Leroy attended Yale University, where he played football and studied architecture.

Heidi Halus headshot

Heidi Halus, MBA, LUTCF, CLU®

Senior Partner

(303) 744-2000 | Denver

A Colorado native, Heidi Halus has been with New York Life since 2001. Growing up in Southern Colorado, Halus excelled in academics and athletics. She attended the University of Colorado at Colorado Springs on a tennis and volleyball scholarship and graduated magna cum laude with a bachelors of science in business administration. She went on to study and work abroad and then graduated cum laude with a masters in business administration from Florida Atlantic University.

A second-generation New York Life agent, Halus was promoted to Partner in 2005 and was promoted to Senior Partner in September, 2014. She earned the Licensed Underwriter Trained Consultant Fellow (LUTCF) designation in 2004 and the Chartered Life Underwriter (CLU) designation in 2009. Earning the ?Partner of the Year award for Colorado in 2012 and 2014, Heidi is committed to hiring and mentoring individuals who have a passion for helping people and want to achieve significance in their lives. She strives to continually improve herself and the community. She has served on the board of the state and local associations of the National Association of Insurance and Financial Advisors (NAIFA) from 2009 - 2011.

Heidi resides in the Denver Historic Highlands neighborhood with her husband, Tim, and their son Niko. She enjoys getting away to the mountains, skiing, and hiking and is an avid tennis player.

 

Tony Caligaris headshot

Tony Caligaris

Partner

(719) 251-2072 | Pueblo

Ryan Kelley headshot

Ryan Kelley

Partner

(303) 403-5600 | Broomfield

Kristen LaBate headshot

Kristen LaBate

Partner

(303) 744-2000 | Denver

Victoria Rivoire headshot

Victoria Rivoire

Partner

(970) 266-7520 | Fort Collins

Victoria Rivoire headshot

Long Nguyen

Partner

(303) 744-2000 | Denver

Michael Shain

Partner

(303) 744-2000 | Denver

Scott Braun

Partner

(303) 744-2000 | Denver

Jeanie Boymel

Partner

(303) 744-2000 | Denver

Todd Miller

Associate Partner

(303) 744-2000 | Denver

 

Renae Morrish headshot

Renae' Morrish, CLU®, ChFC®, CLF®, LUTCF

Sr. Development Manager II

(303) 744-2000 | Denver

Renae' Morrish stands for the possibility for visionary achievement and success. Her commitment is to empower agents, managers and others to create opportunities and success by giving them knowledge, discernment and tangible skills so they can fulfill their dreams. She believes that abundance is ours if our determination to succeed is strong enough, and the asset that she values most in others is their heart. Renae' achieves personal fulfillment by seeing each individual she touches succeed.

Renae' is a veteran in the insurance and financial services industry with over 25 years of experience. She received a Bachelor of Arts Degree in Advertising – Public Relations from Texas Tech University with an emphasis in Marketing. Renae' also holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Leadership Fellow (CLF) and Life Underwriter Training Council (LUTCF) designations from The American College. Renae' started her career with New York Life as a policy holder, and was later recommended as an agent by her New York Life agent. She has a passion for encouraging people to be successful and as such has served on the management side of the business since 2000 when she became a trainer in the former Denver General Office for New York Life. Currently Renae' is on the Colorado General Office Development Team for New York Life where she utilizes her gift of encouragement and her life-long love of learning to help agents and other managers. She is also a certified facilitator of Clarity International's SHIFT Workshop which helps individuals and teams utilize above-the-line, positive thinking to improve performance and results in business and in life.

David J Ray headshot

David J. Ray, CLU®, ChFC®, CASL®

Sr. Development Manager I

(303) 744-2000 | Denver

David (DJ) Ray began his career with New York Life in 2001 as an agent with the New Mexico General Office. In 2003, he became the Sales Development Manager for the South Texas General Office. David is a native of Colorado and was pleased to return home as the Sales Development Manger of the Denver General Office in 2008. David has been a member of the Colorado General Office Development team since January of 2011.

DJ was born in Denver, Colorado. His family later moved to Santa Fe, New Mexico where he grew up. He attended the University of New Mexico in Albuquerque, NM. DJ and his wife Stephenie are proud parents of three children; Austin, Tyler and Alyxandria.

Mark C. Cook, LUTCF

Sales Development Manager

(303) 744-2000 | Denver

 

Nap Matucan, ChFC®

Director of Agency Standards

(303) 744-2000 | Denver

Nap joined New York Life in 2014 as the Agency Standards Consultant for the Colorado General Office. He brings over 25 years of experience in the securities and insurance industries. Prior to New York Life he was a supervisory principal with Cetera Advisors. He has held various roles with Charles Schwab & Co. and TIAA-CREF. Nap oversees the sales and business practices of our agents and registered representatives, educates them of the various federal and state regulations governing financial services industry, and integrates compliance with the success of their businesses.

Nap earned a bachelors' degree in Economics from Florida State University; FINRA Series 4, 7, 8, 24, 53, 63 and 65; Colorado Life, Health and Variable licenses; and the Chartered Financial Consultant designation from The American College.

Jackie Lewis headshot

Jackie Lewis

Corporate Vice President Insurance Group
Customer Service

(303) 744-2000 | Denver

I was fortunate to work for the Governor of Idaho for 5 years. I traveled the state promoting tax credit initiatives for employers and promoting the hiring of women in non-traditional roles. Looking back we must have been very successful as there are no longer gender-biased roles in employment. I loved my position with the Governor's Office and felt it was the role I was created to do. However, due to a transfer in my husband's career, I moved to Casper, Wyoming where I joined NYL. Two transfers later, I found myself at the New York Life Colorado GO. I was wrong earlier, now I have the role I was created to do.

Alicia Villarreal

Senior Associate of Hispanic Market

(303) 744-2000 | Denver

 

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