Management Team

Peter J. Heliotis headshot

Peter J. Heliotis, MBA

Partner

As a young child, my parents brought home a large framed portrait of an Eagle one day and hung it on the wall of my bedroom. It was adorned in embossed gold lettering with the phrase “Eagles don't flock - You have to find them one at a time.” I quickly developed a fascination of the Eagle and was intrigued by its symbolism to humanity for its bravery, honor, determination and grace.
Raised by immigrant parents with very high expectations, they pushed me to achieve in my personal life from a very young age. My first milestone was the achievement of “Eagle Scout” which was rooted in developing myself as a leader and serving the community I live in.
My success continued through College and after attaining my Masters in Business Administration, I pursued my natural inclination towards leadership by joining Aflac in the summer of 2012.
From day one, I started organically growing my Agency from scratch and over the course of the next 6 years, I personally recruited and mentored over 100 new associates. Along the way, I was recognized for exemplary performance with multiple FAME's “Founders Award for Management Excellence” and “Career Builders Club”
In the Summer of 2018, I tackled my first real corporate role joining Allstate's Field Sales Leadership Team, which presented an opportunity to lead on a much larger scale. I quickly attained my FINRA Series 6, Series 63 and Series 26 to serve as a Supervisory Principal overseeing securities transactions and registered personnel.
Fast forward to today, I'm a Partner with New York Life in the Baltimore General Office with over a decade of experience in the financial services industry. I'm laser-focused on growing our team with driven and ambitious people that want to pursue a fulfilling career by helping people in their communities navigate one of life's most sensitive challenges; protecting everything from one's life and family to their assets and wealth.

Jeff Saxon headshot

Jeff Saxon

Development Manager

Jeff began his career with New York Life, September 2009, as an agent. During his years as an Agent, he was a Council qualifier (2012, 2013, 2014, 2015) as well as an Annuity Elite Champion in 2012. He is currently a member of NAIFA. A native of South Carolina, Jeff spent 10 years in Law Enforcement advancing to the rank of Corporal. As a Police Officer, Jeff was one of the Departments highly respected and sought after Field Training Officers. Jeff's focus encompassed the development and extensive critical training of new recruits and experienced officers. In October 2002, Jeff relocated to Maryland and started a successful career in the Mortgage and Real Estate Industry, until joining New York Life.

Jeff currently resides in Bel Air, MD with his wife, Cindy, and son, Cole. He enjoys golfing, traveling, coaching his sons travel baseball team, and spending time with his family.