CHARLES VILLARREAL, CLU®, CLF®, LUTCF
MANAGING PARTNER
Email: cdvillarreal@newyorklife.com | Phone: (405) 813-7444
Charles is from San Antonio, TX and is a graduate of Texas State University with a bachelor’s degree in Speech Communication with a concentration in organizational communication. Charles joined New York Life in December of 2005 and triggered his agent contract on February 2, 2006 (On Ground Hog Day). Charles stepped into the ranks of management with New York Life in May of 2008 and has remained in management ever since. He has earned numerous accolades as an agent and as a leader within the New York Life system and has held varying leadership roles within the company. Through his work at New York Life, his desire is to make a difference, make an impact within the community and guide and mentor the agents he is serving. Charles has been married to his wife Sonia for 20 amazing years, they have two sons together that they are extremely proud of and have an English Bulldog named Mr. Rumpus. Their oldest son is Vin, who is currently embarking on his college journey, and their youngest son is Von, who will be completing his high school career soon. Charles and his family enjoy traveling, the outdoors, attending sporting events together and hanging out with each other for a good movie or for a few laughs together.
R. MARK COPIER, JR., MBA
CORPORATE VICE PRESIDENT – AGENCY STANDARDS
Email: rmcopier@newyorklife.com | Phone: (405) 813-7423
Mark started with New York Life in 2012 as an agent out of the Inland Empire General Office in southern California. After three years as an agent, his Managing Partner and retiring Agency Standards Manager asked if he would be interested in joining the Agency Standards team. Mark was the Agency Standards Manager in Minnesota from March 2016 to October 2019 when he took his current role covering the Oklahoma City, Tulsa, and Shreveport General Offices. Mark and his wife Kristi have been married for 17 years and have five children: Ashley, Tyler, Olivia, Hannah, and Beau. In his free time, Mark enjoys riding and training his Quarter Horses with his family.
MICHAEL J. MENDELSOHN, CLU® CHFC®
DIRECTOR OF DEVELOPMENT
Email: mmendelsohn@newyorklife.com | Phone: (405) 813-7545
Michael started his career with the New York Life Insurance Company in September 2011. In his 25 months as a Career Agent, he qualified for Executive Council in 2012 and 2013. He also won numerous sales awards including the Career Life Success Award, Career Life Producer Award, Long Term Care Success Award, Long Term Care Producer Award and the Triple Crown Award. He was also elected as a member of the Norfolk General Office Agent Advisory Council.
Michael was promoted to a Partner in the Norfolk General Office in October 2013. As a Partner Michael greatly contributed to the growth of the Norfolk General Office. Michael won the Partner’s Commitment Award in 2014, 2015, and 2016 and was the Partner of the year in 2016.
Michael was Promoted to be the Development Manager of the Oklahoma City General Office in June 2019. As Development Manager Michael has greatly contributed to growth in New Org FYC and Life Cases. He has also been instrumental in the implementation and usage of Sales Central and GuideMe as well as maintaining a 100% agent “on track” training rating.
Prior to joining New York Life, Michael had a distinguished career in the United States Navy retiring after 20 years of service as a Chief Petty Officer. His sea tours include the USS Frank Cable (AS-40), USS McFaul (DDG-74), USS Theodore Roosevelt (CVN-71), USS Saipan (LHA-2), and the USS Ross (DDG-71). His shore tours include Instructor Duty at the Center for Naval Engineering where he earned his Master Training Specialist Designation and Recruiting Duty at Naval Recruiting District Houston, Texas.
Michael earned his Bachelor of Science degree in Criminal Justice & Management from Excelsior College. He is also securities licensed for FINRA Series 6, 63, 66, 7, & 24, has earned his CLU® ChFC® designations from the American College of Financial Services and is a member of NAIFA. Mike served on the Board of Directors for the Girl Scouts of the Colonial Coast and was a Nobleman of Virginia Beach.
Michael is happily married to Dr. M’Risa Marcus Mendelsohn and they have two amazing daughters, Alexis and Samantha. They also live with their two dogs, Mal and Evie and two cats Myrtle and Tinker Bell. When not at work they enjoy hiking, lake life, traveling, sporting events, concerts, and the theater
*The 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.