I am an insurance agent with ten years experience with commercial customers throughout the country. I recently left my position with a large bank's insurance department so I could develop close relationships with my customers. I love to provide personal and commercial insurance to protect those I work for as their life changes and businesses grow.
Every time I speak to someone new I have three ultimate goals. I always start by listening and try to assess needs to see how I can provide better service. The next thing I do is look at the current coverage, uncover any gaps, and try to improve their current program. Last I always try to save money where ever possible.
Achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan and evaluate and adjust it over time. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.