What motivated you to become an insurance professional?
The opportunity to use my education in an industry when at a time, few had that background.
What do you love most about your work?
What has been your biggest success in the past year?
Working with and seeing the professional growth in my son.
How do you help your customers overcome their challenges?
Simply explain their alternatives in the most succinct way possible.
What did you wake up excited about today?
Solving a tax/insurance issue for a new client.
What are you most looking forward to with your work in the year to come?
Finishing a number of open cases.
How Can I Help You
In the complex world of estate and business planning, we can help you maneuver through the inter-related issues of tax law and insurance. Buy-sell agreements, wills and trusts, and insurance need to be reviewed periodically to ensure their effectiveness.