Marcus Rivera

Insurance and Protection Needs

Entrepreneur & Serial Go-Getter

Marcus is a Million Dollar Roundtable* producer ( He assists clients with their risk management by handling life insurance, disability policies, long term care and everything in between.  But Marcus works with clients beyond an insurance and protection needs standpoint.  As a business man himself he owns the 10th floor and is president of the board of the Broadway Plaza Building where his office is located.  He knows exactly what his business clientele are going through because he's been there himself.  So whether you're starting a new business or managing an existing one – if you want to make sure your protections ducks are in a row, Marcus is your go-to guy.

Marcus is essentially following in his father's footsteps, and for the very best reasons.  His life goal is to be able to provide for his family in the same way his father provided for him.  For more than 30 years Marcus has had a front row seat to the ultimate example of how to not only take great care of clients, but truly enjoy family at the same time.  Marcus will never forget looking at the sidelines during soccer practice and seeing his dad standing there – no matter what time of day it was.  It was then Marcus knew he wanted to model his lifestyle off of his father's.  Fast forward to today, where he is next in line to run a boutique firm where the primary responsibility is to help people plan for their futures and assure their legacies for generations to come.

*MDRT is the standard of excellence in life insurance sales performance



Donna Davis  LSA, ACS, ALMI

Administrative Manager

Avid Denver Broncos Fan

Specializing in customer service, Donna works diligently for Charles and Marcus Rivera, agents with New York LIfe Insurance Company to help cultivate and maintain relationships with clients.  She has been with the company for 12 years, including two years with New York Life Corporate.  She is a great resource for clients as well.  Always available to answer service questions as they arise.  If she doesn't know the answer personally, she will track down someone who does!

Born in Kansas, Donna's family moved to Colorado when she was young and as a result of having been raised there, loves to cheer on the Denver Broncos.  In her spare time,  Donna prefers to be outdoors touring the United States on their motorcycle, camping, fishing, gardening or focusing on her new hobby - beekeeping!  She enjoys spending time with her husband of more than 30 years, their three children and grandchildren.  She is proud to say that her family represents the Marines, Army, Navy and Air Force.



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