Experience:
I love empowering my clients, encouraging them to be curious about learning how innovative Insurance strategies can support their long term financial goals. Expertise in unearthing liquidity and cash flow risks you may not be aware of.
My earlier financial work was in the mortgage industry, which has only solidified my foundation in becoming a think out of the box Independent Insurance Broker. I excelled at securing residential mortgages in an industry where obtaining financing was very competitive. The insurance industry is no different and I am the Broker who will be most resourceful.
Mortgages and Insurance do share something in common; they are both financial tools that help my clients create a more balanced financial plan. I enlighten my clients about the benefits of including Insurance products in their financial portfolios.
Initial training in Insurance was with New York Life Insurance; a solid carrier. I later choose to become an Insurance Broker gaining the freedom to pick and choose which products from different carriers will benefit my clients. As an independent Insurance Broker I am best able to work for you the client and not the Insurance Company.