MBA, CLU, FLMI, Licensed Insurance Agent.
Making Your Vision a Reality.
Dedicated. Innovative. Driven. Successful.
My clients are individuals, families, and business owners who all have one thing in common - they value their time and recognize the need to surround themselves with experts.
Originally from the Midwest (Michigan), I've called Charlotte, NC home for many years. I've dedicated my career to helping others achieve financial security for themselves and their loved ones through insurance based products. Having worked extensively throughout the industry for over 15 years, I can offer a unique perspective in assistance with your goals.
Life and health insurance products can be an overwhelming topic, with all the considerations that need to be made. No one wants to plan for their own declining health or passing, but there's so many other living benefits to consider. That's where I come in. I can help provide all the necessary advice and considerations to help find the most appropriate solutions to your unique needs.
The Rights My Clients Can Expect:
- The Right to Professional and Competent Service;
- The Right to Honesty and Trust;
- The Right to Full Disclosure;
- The Right to Product Recommendations Based on Needs and Resources;
- The Right to Privacy
How can this service really be free?
We are compensated from the insurance company directly, but only upon the sale of a product. But don’t worry; this payment isn’t coming from your premiums. In fact, premiums are regulated by individual states and would not be any less expensive if you purchase directly from the company.
What insurance companies do you offer?
We’re proud of the insurance companies that we represent, with access to over 60 different providers. In fact, we maintain relationships with some of the highest financially rated insurance companies available - many of which you know and trust.