Our Management Team

Kevin Baumberger Headshot July 2024

Kevin Baumberger

Managing Partner

Kevin Joined New York Life in 1990 as an agent in Rapid City, South Dakota. After five years of building a successful practice Kevin was asked to join the management team. After qualifying among the top 20 Partners in the company, and in just four short years was promoted from Partner to Senior Partner then Managing Partner. In 2000 Kevin and his family moved to Boise, Idaho. After six years of successful growth Kevin was asked to move to Nebraska and become the Managing Partner.  Kevin was promoted to the position of Managing Partner in the Northern California General Office in July 2014. He was again promoted to Managing Partner of the New York Life at the Stockton General Office in 2018. He then decided to take on a new challenge and join the South Central Zone as the Managing Partner in Northern Ohio in early 2024.

His high school sweetheart Natalie and he have two grown children... Daughter, Lyndea, and Son, Austin, along with two dogs, Steve and Stella.

Rajesh Patel Headshot

Rajesh Patel, FSCP®

Senior Partner

Rajesh Patel graduated as a Mechanical Engineer from India. He relocated to the United States in 2000. Rajesh was a successful fledgling business owner before joining New York Life.  Upon joining New York Ife as agent in 2016, he qualified for the Premier Executive Council after four months. He also led the entire South Central Zone to achieve the prestigious Life Production Leader award in just four months. The next year, Rajesh achieved President's Council*.

Rajesh was promoted to Associate Partner and then became a Partner in August of 2018.  The two-year Partner experience also won him the coveted Senior Partner promotion honors.

Rajesh is married to Harsha, who also works for New York Life and is a Council* agent. They have three girls named Nancy, Vidhi, and Rahi. Rajesh states, "It is an honor to work with New York Life and the South Central Zone. "This is only the beginning!"

Karen Stevens Headshot

Karen Stevens

Director of Development

With a career spanning over 35 years in the financial sector, Karen began her journey with New York Life in Columbus, Ohio, in January 2008, as an Agent. Throughout her tenure, she demonstrated a commitment to excellence, earning the distinction of Executive Council member three times and then Premier Presidents Council Agent*.

In May 2012, Karen relocated to South Jersey and took on the role as Sales Development Manager. Four years later, driven by a desire to be closer to her family, she returned to Ohio as the Development Manager for the Toledo office. During her time in Toledo, she received an award for helping new agents boost their sales.

September 2023 marked another milestone as she was promoted to District Development Manager, overseeing development in both the Toledo and Northern Ohio Offices. Drawing from a diverse background encompassing the banking industry, savings and loans, the mortgage industry, and now insurance and financial services, Karen brings a wealth of experience and expertise to every client interaction and development of New York Life agents.

Beyond her professional achievements, Karen’s greatest joy comes from her family. She is the proud parent of Charles and Charlene, who have blessed her with eight beautiful grandchildren and three great-grandchildren.

Karen also holds a Bachelor's and Master's degree in Business Administration from Ashwood University, complemented by her professional designations including LUTCF®, CLU®, and ChFC®.

Mary Ferguson Headshot

Mary Ferguson

Director of Agency Standards

Mary came to the Northern Ohio and Toledo General Office in 2023 as Director of Agency Standards. She has been with New York Life for seven years where she has served as Manager in Annuity New Business and a Manager/Principal in New Accounts and Transfers for NYLIFE Securities. Before coming to New York Life, Mary was an Operations Director for AIG, covering Ohio, Kentucky, and Indiana. She has spent most of her career working in life insurance for a large independent brokerage agency in many roles including agent.

Mary has two grown children and two grandchildren that are ages 4 and 6.  At home she has two Rough Collie’s named Riggs and Murtaugh. She watches the Cleveland Guardians baseball team nightly in season and is an avid college football fan where she spends her Fall Saturday’s cheering on the Buckeyes.

Stacy Hunt Headshot

Stacy A Hunt, FLMI, ACS

Corporate Vice President – Service Leader

Stacy Hunt started with New York Life in the Toledo General Office in 2003 as a General Office Agency Administrator.  Within one year she decided to pursue the management training program where in two years she became the Office Coordinator in the Toledo office and by 2009, was promoted to Administrative Manager of the Cincinnati General Office.  Stacy managed this office until 2013 where she was then promoted to Corporate Vice President of the Silicon Valley General Office and moved to San Jose, CA.  Stacy spent five years managing this office and then moved back to the Ohio area in 2018 to the Northern Ohio General Office as the Service Leader. 

 

Stacy loves to bake and garden, and in doing this, she utilizes her edible flowers in her baked goods.  Stacy and her daughter love to travel and try to venture out to new places every year.  Stacy lives with her daughter Mckenna, dog Willow and 2 cats, Sparky and Mowgli. 

*Council is an annual Company recognition program based on agent production levels from July 1st to June 30th.