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Perry-Young Insurance Solutions

Dedicated Support

The support team of Perry-Young Insurance Solutions is always striving to strengthen the relationships we have with our clients. We achieve this with frequent contact and by always striving to provide the highest level of service. As we have grown in diversity, so has our ability to provide appropriate solutions and is the reason why each member has been carefully selected according to their sphere of knowledge. We work together but rely heavily on areas of experience that each individual brings to the team. This way, the needs of our clients can be met more effectively and efficiently.


Lori A. Shea

Originally from Erie, PA, Lori completed both her undergraduate and post-graduate work at the University of Pittsburgh in Pittsburgh, PA.  After earning her Masters Degree in Exercise Physiology in 1997, she pursued a career as a Certified Athletic Trainer, working as the head athletic trainer at both the collegiate and high school levels.  She was then involved in the development of a sports medicine hospital-based out-patient clinic.

Since moving to Sacramento, she has assumed the role of Administrative Assistant to Ted Young since 2004.  Once making the decision to switch careers from healthcare to the asset management and life insurance industry, she successfully completed the life licensing requirements in 2004, and has remained committed to achieving the highest educational standards in the industry.  As our Client Relations Manager and Community Outreach Director, her roles are diverse.  She is passionate about making our clients aware that preparation for their future is important today, and is the driving force behind our firm's community outreach and education programs, as well as being the organizer of client appreciation events.

When out of the office, Lori enjoys personal fitness activities.  She is a huge fan of the outdoors, and is an avid jogger and gardener.  She can often be found in Lake Tahoe skiing, hiking or stream fishing with her husband, Michael and their sons Dylan and Brady. 

Disclosure

Theodore Young is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #743852), AZ, CA (CA Insurance License #0768386), CO, CT, FL, GA, HI, IL, IN, LA, MD, MT, NC, NE, NH, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Theodore Young is licensed and authorized to offer insurance in California and Arkansas, but PERRY-YOUNG INSURANCE SOLUTIONS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Theodore Young is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1329 H St, Sacramento, CA, 95814, 916-447-6298. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Theodore Young is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, UT, VA, WA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

PERRY-YOUNG INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither PERRY-YOUNG INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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New York Life Insurance
PERRY-YOUNG INSURANCE SOLUTIONS

Theodore Young

Financial Advisor
  • Home
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    • About Us
    • Dedicated Support
    • Our Services
    • NFLPA Registered Financial Advisor & Sports Financial Advisors Association Member
    • Life Stages
    • Our Location
    • Products
  • Learning Center
    • Calculators
  • Contact Us

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