Our Team

 

Jeff King

Financial Services Professional

Since 1982, Jeff King has been providing holistic financial strategies to business owners, individuals, and families that help them protect their assets and meet their long-term financial objectives. Building the business from the ground up, he has a complete understanding of what it takes to create and conserve wealth while considering the taxation** of income and assets during the working years and in retirement.

Some of the core areas he helps his clients with include comprehensive benefits management, business continuation planning, estate and legacy planning, charitable planning, retirement planning and deferred compensation.

When he’s not in the office, he enjoys spending time with his wife, Kim, his four children and nine grandchildren.

Some of his professional accomplishments include:

  • Multiple-Time Qualifier for New York Life Insurance Company's Chairman's Council, President’s Council and Executive Council^
  • Life and Qualifying Member of the Million Dollar Round Table (MDRT) with 33 years of membership in The Premier Association of Financial Professionals*
  • Member of the NAIFA
  • Mulitple-Time Life Case Rate Leader in the Toledo Office and South Central Zone

 

Kim King

Agent

Kim King has worked with New York Life for over 28 years helping individuals, families and businesses alike in creating programs and strategies to best plan for current and future needs.  Kim specializes in voluntary payroll deduction plans, employee benefits and individual life insurance solutions. Always concerned with the client’s best interest, Kim provides unmatched customer service to her numerous clients across the country.

Kim has a Bachelor’s Degree in Business Administration from Bowling Green State University. In her free time, she enjoys working in her garden and spoiling her children and grandchildren.

Some of her professional accomplishments include:

  • Multiple-Time Qualifier for New York Life Insurance Company's President’s Council & Executive Council^
  • Life Member of the Million Dollar Round Table (MDRT) with 28 years of membership in The Premier Association of Financial Professionals*
  • Member of the NAIFA
  • Multiple-Time Life Case Rate Leader in the Toledo Office

 

Luke King

Financial Services Professional

Luke King is a financial services representative focused on the financial and insurance needs of businesses, families and individuals. Luke prides himself in finding solutions to the financial challenges facing people today, such as how to reward and retain key executives and personnel, plan for business succession, grow and conserve assets and protect families from financial hardship. Luke is also one of a select number of agents authorized to offer AARP life insurance and long-term care products.

Luke holds a Master’s Degree from the University of Michigan and a Bachelor’s degree from the Ohio State University. He holds Series 7 & 63 licenses.

Luke is a member of the Toledo Rotary Club and the Toledo Estate Planning Council. He also serves as a Board Member of Doctors and Engineers Expediting Advancement for Global Humanity (DEXA). He and his wife, Aimee, are the proud parents of twins, Rex & Winnie.

Kelli Rome

Office Manager

Kelli joined the team in October 2007 with several years of experience in client services. She is the point person for office projects and procedures and is essential in the coordination of client relations and account maintenance. She ensures the smooth running of all day-to-day operations and partners with several vendors to provide the highest level of service to all of our valued policy owners and employers. As a Licensed Service Assistant, Kelli is also able to offer her expertise to clients through a variety of their everyday financial needs.

Prior to starting her career at New York Life, Kelli received a Bachelor of Arts from The University of Toledo. In her free time, she cherishes adventures with her husband, friends, and family. Some of her favorite activities are reading at the beach and enjoying good food and music. Kelli finds fulfillment in her career knowing that the strength of New York Life is supporting the team’s mission to offer security and hope through sound financial strategies and safeguarding our clients and their families through all walks of life.

^Council is an annual recognition based on sales production from July 1-June 30.

*MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance.

**Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.