Managing Director Southwest Florida
CurrentAs a Managing Director at Ash Brokerage, my goal is to help advisors identify new sales opportunities, provide consultative & comprehensive insurance support services, and effectively help advisors grow their businesses. I am responsible for facilitating conversations around life insurance, disability income, long-term care, and annuity planning solutions for financial advisors and planners. My approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life, and variable products for fully-underwritten, simplified and guaranteed issued life insurance plans. In addition, I will find solutions using disability income, long-term care, and annuity products. I'm focused on building relationships with advisors to help maximize the impact that Ash Brokerage can have on their practice. I am committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. I offer hands-on expertise, as well as, an unbiased and objective analysis of all insurance needs. I am completely product agnostic, simply looking to find the best solution for clients. I help all advisors involved in the planning process to have peace of mind and confidence in finding the right solution for their clients.Ash Brokerage’s team of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Helping advisors choose what options best fit their client needs looking at all potential options.
