Please feel free to contact one of our management team members to learn more about New York Life.
Robert D’Cruz started as an agent with New York Life in March 2009, and quickly built a successful career with the company winning numerous awards during his short time as an agent including the Career Life - Success, Producer and Foundation Awards. He qualified for Executive Council twice in his first year and was promoted to Partner in April 2010. During his time as a Partner, Robert has been awarded the Gathering of Eagles Award in 2012, 2013 and 2014 and the ‘Excellence in Recruiting’ award in 2013. He also qualified for the Top 50 Leading Partner Awards in 2014, 2015 and 2016. After a brief period as Senior Partner in Greater Oregon, Robert was promoted to Managing Partner at the East Bay General Office in San Ramon, CA in July 2019.
Tai Phuong has a distinguished track record of guiding high-net-worth clients through complex financial decisions. With over 17 years of experience in wealth management, finance, oil and gas, aviation, and corporate accounting, Tai has had the privilege of working with individuals and families from all walks of life—helping them navigate everything from retirement planning to estate preservation.
During his tenure at New York Life, Tai built a thriving practice in the Houston General Office, serving over 250 clients. Tai focused on personalized strategies that aligned with each person’s goals, whether it was growing their wealth, protecting their legacy, or preparing for the future. Along the way, he was honored to earn recognition such as Life Superstar, Annuity Elite, MDRT membership, and Premier Executive Council.
Tai holds an MBA in Corporate Finance and an MS in Accounting. More than anything, he believes in being a partner you can trust—someone who listens first, speaks plainly, and always puts your interests first. Now as the Development Manager in East Bay, Tai takes these skills and uses them to help develop and train our New Org agents to be the best version of themselves.
Outside of work, Tai enjoys connecting with diverse communities, exploring different cultures, and bringing that broader perspective into the financial conversations he has with clients.
Adam Teeley started his career with New York Life in August 2007 as the Associate Administrative Manager in the Northern California General Office in Roseville, CA. He was then promoted to the Central Coast General Office in Oxnard, CA in 2010 as the Administrative Manager. Less than a year later he was promoted to the Eastern Washington General Office in 2011. Then in 2013 he was promoted as Corporate Vice President of the East Bay General Office in charge of all service operations while managing a team of 6 staff.
Ron Mack entered the financial services industry in 1988, beginning a career that has included investment and pension consulting, investment advisory services, and branch office management. Ron joined New York Life in 2009 as an Agency Standards Consultant in the Stockton, California General Office, focusing on the regulatory supervision of over 90 agents. In 2012, he expanded his role to include the Las Vegas General Office. In 2015, Ron transferred to the East Bay General Office and was the promoted to Director of Agency Standards in 2016. He looks forward to the growth and success of the East Bay General Office, its agents, and the clients that they serve.