Doug Hartman is the Managing Partner of the New York Life San Antonio General Office.
Doug is motivated by helping clients achieve their financial goals, protect their loved ones, and lift financial literacy to the communities in his area. He focuses on the professional development of his agents and his partners for career success and community impact.
Doug has operated in the industry for over 20 years. In 2001, he began his career with New York life as an agent in the Austin General Office while living in Seguin, Texas.
In 2003, Doug was promoted to Partner. While in Austin, Doug earned various awards for recruiting, including Gathering of Eagle, View from the Top, and a few National Recruiting Awards. He became a Senior Partner in 2007 and competed in the top three Senior Partners nationally for the next 5 years.
In 2012, he was promoted to Managing Partner of the Shreveport General Office. Doug earned the Reeves Cup as the number 1 recruiter in the Company's West Central Zone for three consecutive years and earned various New York Life National Awards for Production and Case Rate growth. He doubled the agent footprint in Northern Louisiana and opened an additional sales office in Texarkana, Texas.
In 2017, Doug was promoted as the Managing Partner of the Kansas City General office. He was responsible for the Greater Kansas City area as well as two additional sales offices, Springfield, Missouri, and St. Joseph, Missouri. While in Kansas City, Doug grew the operations year over year for six consecutive years taking the operation back to a tier 1 status. He was able to produce growth through the Covid environment and successfully lead a virtual transition for his agents and partners.
In April 2023, Doug was asked to come back to Texas as the Managing Partner of the San Antonio General Office. Here he leads the 6th largest leadership team in the New York Life system. He works with 3 Senior Partners and his Office is ranked in the top 10 of the company for recruiting appointments. Doug is excited to continue to build the future leaders of the New York Life Career Agency System.
Doug is a graduate of Texas Tech University and an active student at the American College of Financial Services. Doug has remained an active member in Ducks Unlimited and the Coastal Conservation Association. He has participated in multiple philanthropic efforts in every market he has represented including United Way, St. Jude’s, The KC food pantry, and the KC Women’s Shelter.
Doug enjoys spending time with his wife Michele, and his two boys Hunter and Chase camping, cooking good barbecue, fly fishing, traveling to new places, and Fredericksburg, Texas.
As a Partner with New York Life, J.J. is dedicated to helping Agents and Financial Services Professionals build their practices, by developing strategies to protect the financial stability/security of individuals, families, and business owners. To stay on top of his field and develop his professional skills, he regularly attends industry training, certification programs, and immerses himself in case strategies with his Team. J.J.'s education, experience, and professionalism have fostered his practical approach to offering sound training and advice to the Agents and Financial Services Professionals on his Teams in New Braunfels and San Antonio Texas.
Maintaining a strong family and a solid professional foundation are very important to J.J. Achievements include a Bachelor of Business Administration with a Major in Marketing from Southwest Texas State University.
Career Success Award
Case Rate Champion
Annuity Champion
Bronze Eagle Award
Pam Walton Agency Award
Rookie of the Year
Bronze Eagle Award
Annuity Champion
Career Life Producer
Million Dollar Round Table*
Case Rate Champion
Investment Annuities Champion
TAS Agent of the Year
Executive Council
Investment Annuities Champion
Million Dollar Round Table
President's Council
Annuity Champion
Agent of the Year
Pam Walton Award
Million Dollar Round Table*
Elite Annuity Champion
Investment Annuities Champion
Rookie of the Year
Executive Council
Elite Annuity Champion
President's Council
Born in San Antonio and a Graduate of Texas State University with a Bachelors of Arts in History in 2006. My main goal was to become a high school teacher and a coach and to this day carry my Composite Certification to teach High School Government, Economics, World, U.S History and Geography. But life always pushed me towards sales and business. I was a store manager at Verizon Wireless when I attended a job Fair in February of 2013, where I met Lina Garza from New York Life and let's just say the rest is History. I triggered my contract in September of 2013 and was able to win the Foundation Award for selling 100 life insurance cases in my 1st year.
Daniel Aranda is a Senior Partner in the New York Life General Office in San Antonio. As a Senior Partner, Daniel looks to recruit and develop leadership in the San Antonio General Office as well as help agents leverage the New York Life brand through a variety of marketing resources and local events to connect more effectively with potential clients.
A graduate from the University of the Incarnate Word with a bachelor's in marketing, Andrea began her career with New York Life in 2016. She was the head of the Latino Market for the San Antonio office for 7 years then transitioned to Partner in 2023. She runs a team of driven financial professionals who refer to themselves as "The A Team". She is a dedicated partner and passionate about helping people succeed and increase their impact in the community. Andrea is heavily involved in her community and currently serves as the Community Volunteer Leader for the Executive Director of the Red Cross.
Andrea loves traveling. She has lived in 4 countries, and has studied several languages. Andrea and her husband are triathletes and have a beautiful baby girl named Olivia.
Born in Madrid, Spain, and raised in the Chicago Suburbs, Jack graduated with a B.A from Eastern Illinois University and then served 4 years as a US Marine Officer. Upon completing his service, Jack entered the Financial Industry as a Stockbroker and Financial Adviser in Beverly Hills, California. Shortly after the events of 9/11/2001, Jack reentered the military and served over an additional 20 years in the US Army, as an Infantry Officer. During that time, he earned an M.A. in Organizational Leadership.
Jack returned to the Financial Services Industry, joining NY Life in 2022 as an Agent and Registered Representative, re-building a client base and establishing himself at the top of New-Org agents. Jack achieved Annuity Elite status, Bronze Eagle, and Executive Council in his first year. The following year, Jack achieved both MDRT, Annuity Elite and qualified for a second Executive Council prior to transitioning to management.
As an Associate Partner, Jack dedicates himself to the success of his Agents and Registered Representatives. With three decades of experience leading, training, and mentoring individuals to success, Jack works hard ensuring that his team’s clients experience exceptional service and have all their financial needs properly addressed.
Jack and his wife Jacinda, reside in Bulverde, Texas, and have 5 adult children and one grandson.
Robert joined New York Life in July 2011 with the Hudson Valley General Office. He earned his Career Success award after 3 months and qualified for Quality Council in 2012 and Executive Council in 2013*. He also earned a Life Allstar award in 2013 as well as being the Hudson Valley Mutual Fund leader.
Robert grew up in a small family-owned retail store in the Bronx, New York, and later went into banking as a Branch Manager where he discovered his passion for the insurance industry. He has held his Life and Health license, FINRA Series 6, and 63 since 1998.
Robert joined the San Antonio General Office in May of 2014 where he continues to provide training, mentoring, coaching and skills mastery to agents. He is responsible for the implementation and facilitation of training initiatives, procedures, and directives.
Robert will soon be celebrating his 35th wedding anniversary with his lovely bride and best friend Theresa. They have one son, Jonathan, who just turned 31, and will be graduating from The Miller School of Medicine at The University of Miami this spring.
* Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1 - June 30.