Today’s view of risk is far broader than just an insurance transaction. The risks we all face personally and professionally have increased dramatically in over the past 10 to 15 years. These risks influence me to seek out the greatest alternatives for my clients. I focus my energy on driving best practices, bringing value and benefit to the ultimate user of services and often times to others involved in the relationship. I look to provide a holistic and integrated approach to all that I do and touch; providing consultative and risk alert view to my prospective clients, by designing solutions to fit client specific needs.
I serve clients of affluence, individuals and families, as well as “C” Suite executives and Small Business Owners, whose financial risks have become far more complex. Assessing client needs (unique or complex), providing objective advisement and custom solutions with a boutique feel are key components of how I do business.
My 22+ years of historic insurance experience, from a claims consulting position to more than a dozen years in the client sales and evaluation processes, have provided me foresight in seeing risk management issues from a wide angle.
My tenure in the insurance industry has allowed me to gain strong and long term associations with other industry professionals. These associations along with consistent and focused follow-up techniques allow me to dovetail these interactions into building long term relationships, being part of a change channel to progress innovative solutions to the marketplace, are some of my key attributes.
My goal is to help others to succeed, to provide guidance to asset protection as I bring a genuine and honest culture to my work and my relationships.[Licensed Property & Casualty insurance in 48 states; Licensed Life & Health insurance broker in AZ.]