Our Team

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Management Team

Click to meet our management team.

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Client Services Team

Click to meet our services team.


Management Team

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Dean S. Diamond

Managing Partner

After working four years at a competitor firm, Dean joined New York Life in 2004, as an agent in the Boston General Office, one of the largest and most successful agencies within the New York Life Career Agency system. He was a President’s Council qualifier and earned entry into the prestigious Million Dollar Round Table¹, an internationally industry-wide organization which represents the top two percent insurance producers worldwide.

Harvey G. Allison CLU®, ChFC®, CFP®, CLF®

Senior Partner

Harvey started his career in financial services with New York Life in 2004. Prior to joining to New York Life he served as a fee based financial planner for Met Life in Charlotte, NC. With New York Life, he served as a Partner and Senior Partner in the Charlotte General Office before being named Managing Partner for the Nashville General Office in 2012. Under his leadership, the Nashville General Office won the prestigious Executive Vice Chairman’s Trophy for New Organization Sales, The View From the Top Award, and the Life Product Trophy. His office was also awarded the Long Term Care Trophy (two years). He also earned membership into the Partner’s Round Table.

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Cory C. Ott


Cory began his career with New York Life in June of 2014 as an agent in Charlotte, North Carolina. In only eight short months he qualified for Executive Council, won the New Associate of the Year Award, and qualified as an Annuity Elite Member at the silver level. He was promoted to management in the Charlotte General Office in February of 2015. By June of 2015 Cory was recognized as a top Partner nationally, qualifying for the Gathering of Eagles, New York Life’s top tier for recruiting and unit production. In his first four months as a Partner, Cory’s associates won the Career Success Award. In 2017, Cory qualified as a Top 50 Partner nationally with New York Life.

Bogdan Ryabyy


Bogdan Ryabyy began his career with New York Life in May of 2014, in Harrisburg, Pennsylvania. In 2016, Bogdan and his wife, Irina, moved to Charlotte to be closer to family. In his three (3) short years with New York Life, Bogdan won multiple awards including: Comeback Agent of the Year with a 230% year over year commission growth, top 25 in Life Commission within the South Central Zone, top 1% in Life Cases – writing over 200 policies in 1 year, and New Org Agent of the year in 2016.

Bogdan has qualified for Executive Council Premier and became an advisory board agent for our Worksite Development Team. In 2017, Bogdan Ryabby became a Partner with New York Life Charlotte.

Stanley “Stan” Banks


After working 2 years at a competitor firm, Stan joined New York Life in 2017 as an agent in the Charlotte General Office. As a first year agent with New York Life, Stan was one of the top new organization producers, qualifying for Executive Council, the Associate Partner Program, and contributing to the overall success of the office. Charlotte was one of the top producing offices in 2017, recognized with 4 out of 5 national trophies.

Jason Page


Jason Page became a Partner with New York Life in 2018. He specializes in the development of advisors for B2B and B2C sales of Financial and Risk Management solutions.

James “Mike” Lowery


Mike is a graduate of Western Carolina University and has a Master In Divinity from Southwestern Theological Seminary in Fort Worth, Texas. Mike has been a very successful Senior Pastor in three different churches over the last 35 years and is a gifted speaker and presenter.

Keith Mays, CLTC


Kelli Unwin, CLU®, ChFC®, CLF

Senior Sales Development Manager

Kelli began her career in the insurance industry as a property casualty agent in 2009 with a company in upstate New York. In October of 2011, she joined New York Life as an agent in the Des Moines, IA General Office. While being an agent she was a Premier Executive council agent and recipient of the Life Foundation Award, protecting over 100 lives in the community in her first calendar year. After success as a Financial Professional, she decided to pursue the Sales Development Manager opportunity first in Milwaukee in 2013, before relocating to the Charlotte office in June of 2015. In spring of 2017 she earned the promotion to Senior Sales Development Manager. Kelli is committed to the development of our local Financial Service Professionals in order to help improve the financial situation of those in our community.

Leah Hanrion

Sales Development Manager

Leah began her career with New York Life as a financial services professional in 2016. She joined New York Life after relocating from Illinois and transitioning out of the health and fitness arena where her passion for investing into the lives of others began. Her passion was only furthered as she quickly grew a practice and became a premier executive council agent, and recipient of the Life Foundation award, protecting over 100 lives in the community in her first calendar year. After receiving the “Agent of the year” award in 2018, Leah pursued the role of development manager in 2019, and continues the pursuit of training and developing the best advisors in the Charlotte office. Financial education and empowerment are of the utmost importance to Leah, and the impact this education has in the lives of those we serve. Leah is also a member of the National Association of Insurance and Financial Advisors (NAIFA).

Denise Johnson, MBA

Senior Agency Standards Consultant

Denise is the Agency Standards Consultant for the Charlotte General Office (GO). She began her career with New York Life in October, 2002, spending three and half years as an agent in the Northern Ohio GO. Denise achieved Executive Council in her first full year with the company and was promoted in June, 2006 as an Agency Standards Consultant for the Charlotte and Greenville general offices.

Denise is originally from Shaker Heights, Ohio and is a graduate of Howard University in Washington, D.C. Prior to joining New York Life, Denise was an auditor with Ernst and Young, LLP and received her MBA from the Weatherhead School of Management (Case Western Reserve) in Ohio. Denise currently resides with her family in the Charlotte area.

Costaninos “Costa” Zourzoukis

Business Development Consultant

Constantine is the South Central Zone Business Development Consultant helping to grow Worksite. He brings with him over 20 years of extensive management experience and the ability to influence sales towards increasing case rate and reoccurring premium.

Zourzoukis joined New York Life in December 2011 and has since achieved many of the company's highest honors. He achieved 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 continues in that capacity today.

Jackie Caldwell

Life Product Consultant

Jackie Caldwell has been working to protect and grow wealth for clients and their families since 2011. For the first 2 years of her career with New York Life, Jackie worked as an agent in Greenville, SC. She worked mostly with young professionals and small business owners.

Joe Baumgartner

Investment Solutions Consultant

Joe graduated from the University of Delaware in 2009, where he studied Finance and Economics. Joe also played 4 years of ice hockey and was team captain in the 2008/2009 season.

After graduating he worked over the next 3 years as a Financial Advisor with Diamond State Financial Group and then PNC Investments. In 2011, while at PNC, his branch achieved the highest percent-to-goal growth of investment revenue in the region (180%).

Over the last 3 years Joe has worked as an Investment Product Consultant with New York Life. He specializes in the annuity suite of products (both Variable & Fixed), as well as, MainStay mutual funds. He has a deep knowledge of capital markets and is a CFA Level III candidate. He currently lives in Charlotte, NC.

Amanda L. Sarp, J.D.

Advanced Planning Consultant

Beady B. Waddell, III, J.D., MBA, LL.M., ChFC®, CLU®

Advanced Planning Consultant

Gus E. Mitchell IV

LTC Product Specialist

Lana Tkatcheva

Recruiting Coordinator


Client Services Team

Photo caption: From Left to Right is: (back row) Dorothy, Melissa, Kathy, (front row) Lisa, Teresa

Lisa Rosso

Corporate Vice President - Administrative Manager

Lisa began her New York Life career as an Office Assistant I in the New Business area of the Montgomery General Office. During this time she went to school full time as well and obtained her Bachelors in Business Administration at Troy State University in 1998. In November 1999 she was assigned as the Administrative Manager at the Birmingham General Office in Alabama. After a 6 year tenure in Birmingham she was promoted as the Director of Operations in the Charlotte General office in October 2005. Currently, she holds the title of Corporate Vice President – Administrative Manager in the Charlotte G.O. and oversees the daily administrative operation.

Teresa Little, FLMI, ACS

Senior Specialist

Teresa Little started working at New York Life on June 7, 1977 - over 40 years ago! She began as an Administrative Assistant, helping to write Recruiting Letters. It wasn’t long before she was asked to take over as a Supervisor. She obtained her Associate’s Degree from Central Piedmont Community College as well as Fellow, Life Management Institute (FLMI), an Associate in Customer Services (ACS), and an Advanced Communicator – Silver from Toastmasters International. Teresa loves to read and enjoys clogging. She has recently began playing the guitar. Hertrue love is the volunteer work which she does through her church.

She would tell anyone starting out as an agent...”New York Life Insurance Company is a wonderful company and a great place to work.”

Dorothy Moss

Senior Analyst

Dorothy Moss started with New York Life over 30 years ago in August of 1987. Before moving to the Charlotte General Office, Dorothy worked at the Columbia, SC General Office until it closed in 1987. During her career, Dorothy won Staff Member of the Year seven (7) times. Her greatest passion is volunteering as a sponsor for the Special Olympics.

She would tell anyone starting out as an agent…”Making commission is really not what this career is all about. If you remember the true purpose of what you do – HELPING clients plan their finances and for their futures – everything else will fall into place. If you do not remember the true purpose, this will only be a job to you and you will not last. YOU have to believe in what you do and if you believe, you will succeed.”

Melissa Brooks

Senior Representative, Contracting & Licensing

Melissa Brooks started with New York Life in May of 2002, in New Business/Client Services Department then moving to Contracting and Licensing Department. In 2014, she graduated Cum Laude from Strayer University with a Bachelor’s Degree in Business Administration. Melissa won Staff Member of the year award in 2007, 2012, 2015, and 2016. She enjoys reading and herbology. Originally from New Mexico, Melissa and her family moved to Charlotte in 1996. For Melissa, the most rewarding part of her job is working with the agents and watching them achieve their goals

Kathryn “Kathie” Frank

Client Representative

Kathie joined New York Life in October of 1965, after completing the Commercial Business Course at the University of North Carolina at Greensboro. Over the last 52 years, Kathie was the Administrative Assistant to the Charlotte Office’s five previous Managing Partners! Today, Kathie is the heart and soul of the Charlotte office. She performs a wide variety of duties, but most importantly, reminds us each and every day, what a wonderful company we work for.