Independent insurance agent for commercial lines, personal lines, and group & individual health insurance. Servicing the insurance needs of individuals and businesses through strong relationships and excellent service.

Grew new business by securing ER and urgent care staffing contracts for a nine state territory. Identified new opportunities and key contacts. Negotiated provider rates with hospitals and urgent cares.

Sold personal lines, commercial, and health insurance.

Raised capital for drilling natural gas wells by selling to accredited investors (mostly senior and executive level business professionals)

Owner of a branch that sold personal lines, commercial, and health insurance. Offered financial services through ING Financial Partners.

Expanded the company’s financial advisor base by calling on tax professionals and producing financial advisors to make HD Vest their broker dealer and moving their clients’ investments to the HD Vest platform. Consistently a top new business producer for the company. Presented to potential customers over the phone and in person through presentations at professional conferences throughout the U.S. Obtained series 7 and series 66 securities licenses.