I bring over forty years’ experience in the insurance industry, both with personal production and working with major insurance carriers. As an insurance agency owner, I acted as a leading insurance advisor for business owners and high net worth individuals.
Most recently I worked as a Marketing Consultant with Pacific Life’s RLO Advanced Case Design Unit. During my 11 years with them I worked with Regional Case Designers and producers with complex case designs such as Estate Planning, Executive Benefit Plans, Business Continuation Planning, 401(k) Plans, and Premium Finance arrangements.
With me, you get a personal experience, working one-on-one with me throughout your financial journey. You also get access to my 40+ years of financial industry knowledge and deep knowledge of the Florida area as a native of the state. I graduated from Florida State University in 1976 with a Bachelor of Science degree in insurance and risk management and minor in accounting. I also earned postgraduate designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College in Bryn Mawr, Pennsylvania. Currently, I live in Tallahassee Florida where I enjoy SCUBA diving, FSU football games (Go Noles!), and spending time with my family.
WHAT TO EXPECT
When we first connect, I will get to know your individual goals and needs. This free consultation will give me the best understanding of what you would like to achieve. I will then customize the best possible insurance program with options to fit your needs. Once we go through the information together, you can choose to proceed if the fit is right for you.