Our Team

Steven Perry Headshot

Steven Perry, LUTCF, CLF

Managing Partner


Steven started his career with New York Life Alaska in 2006 at age 20 under a college intern contract. Prior to New York Life he owned and operated Perry Pavement Services, a local asphalt maintenance company, for 4 years. He received his Bachelor of Business Administration majoring in Finance from the University of Alaska Anchorage in 2007. After becoming a full-time agent, Steven qualified for three consecutive councils as well as Million Dollar Round Table**.

In March 2011, Steven was promoted to Partner with the Alaska General Office. He was promoted to Senior Partner in September of 2014, which made him the first ever in Alaska and the youngest in the company at the time.  In his first year as a Senior Partner, he qualified for the Partner’s Round Table, a select group of Managing Partners and Senior Partners who lead the company in core production categories.

In April 2016 Steven was promoted to the position of Managing Partner for the West Texas General Office in Lubbock, TX.  He is currently responsible for the growth and development of operations for the West Texas region.  His passion is leadership development and to date three of his agents how been promoted into management positions.

Steven and Tabatha have been married since 2011.  Tabatha has her Master’s Degree in Social Work, and currently works in their home raising their daughters Lily and Liberty.

*New York Life award based on Sales Porduction

**Million Dollar Round Table(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry

Danny Baker Headshot

Danny Baker

Senior Partner


Danny grew up in Oklahoma where he started a career in retail management. After proving he had a “knack” for building teams and running stores- he had the opportunity to travel all over the country running various stores in need of leadership. During his travels, Danny met his wife Jennifer and they both agreed to move to Lubbock where he would assume the GM role for a local furniture outfit.

In 2007, Danny and Jennifer would welcome their daughter McKenzie to the world, and needed a career that could accommodate their new demanding lifestyle. After interviewing with many different companies, Danny was drawn to New York Life primarily for the long term prospect of a management career path with a Fortune 100 Company. He decided to join New York Life in 2010, and served as an agent for 2 years. He enjoyed working in the business marketplace helping him achieve 2 Executive Councils while producing over 100 cases each year in the business.

In 2012, he was recognized for his commitment to his clients as a top case rate leader in the country. Finally, in the fall of 2012, Danny joined the management team and started building his team of advisors. Since he joined the management team, he’s been recognized for leading the West Central Zone as a top 10 Partner in 2013 and 2014.

David Anderson Headshot

David K. Anderson, CLU®, ChFC®, CASL®, CLTC, LUTCF, RICP®, CLF®

Senior Development Manager


Dave grew up in Moline, Illinois. Prior to joining New York Life he worked for a submersible pump manufacturer for 20 years. He joined New York Life in January 1999 as an agent in the Cedar Rapids, Iowa General Office where he was an Executive Council Agent.

He joined the West Texas General Office team in January 2004 where he is the Senior Development Manager. Dave is responsible for the local implementation of NYLIC University, the Company’s agent training program. In addition, he serves on the faculty of NYLIC University at the Company’s training facility in Dallas, Texas.

Dave and his wife Laura married in October 1979. They are active supporters of Raintree Christian Church in Lubbock, Texas. They have two children and four grandchildren.

In his spare time Dave enjoys pocket billiards, golf, and playing guitar in the Smokehouse Blues Band with friends.

Terri Vigil Headshot

Terri Vigil, ACS, FLMI

Administrative Manager


Terri Vigil joined New York Life in 1995 as the receptionist when the office was located in Midland Texas. In 2004, she had the opportunity to transfer with the company when the office relocated to Lubbock Texas and became the office coordinator. Through her years of experience, she took over as Administrative Manager in 2011. Terri and her team have won many company awards, such as Service Excellence, Life Case Rate Partnership and The Best in Class. Her goals include providing support and direction to the Agents of the West Texas Office.

In her personal time, Terri enjoys spending time with her two sons, Justin and Jared, watching sports and enjoying the outdoors.


Zach Barton Headshot

Adrienne Montgomery



Adrienne was born and raised Texan traveling and residing with her family through many different cities throughout Texas before finding her true home in Lubbock. After moving to Lubbock in 2009 she followed in her family’s footsteps and attended Texas Tech University College of Business. While pursuing her dreams of being the CEO of the boardroom she found her true passion and calling was in sales and sales management.

She joined New York Life in 2015 where she quickly achieved multiple awards and 2 executive councils as an agent before taking her career to the next step by entering the Associate Partner Program in 2017.

Like true Red Raider fans Adrienne and her spouse enjoy attending Texas Tech sporting events, supporting their local community through outreach programs, listening to live music and spending time with family and friends.

Rolando Rodriguez Headshot

Rolando Rodriguez, MBA



Rolando Z. Rodriguez is a native of West Texas born and raised in Lubbock. Rolando has served in the financial services industry for two decades and has held multiple leadership roles throughout his career. He is a proud Alumnus of Texas Tech University, graduating with a B.B.A. degree in Management Information Systems in 2003 and earning his M.B.A. from Texas Tech in 2012. Rolando is married to Christina and they have 3 children whom currently attend Texas Tech University. He is a proud member of the Lubbock community and cares deeply for the people of West Texas. Rolando is active in his church, serving on multiple projects and endeavors over the years.

*The Million Dollar Round Table (MDRT) is the Premier Association of Financial Professionals and is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Council awards are New York Life awards based on sales production.