We partner with your business to provide a world class client experience and offer you a wide range of risk solutions from carriers throughout the US based on your specific needs and objectives. We strategically align and analyze each need from a consultative approach and offer unique products and services for any size business. Our team of experienced insurance professionals work in tandem to protect what matters to you most. Your assets, your business and, your employees.

• Started in the business as a Benefits Consultant, working with the property and casualty producers to round out the business by adding benefits services.• Strategically led the servicing of existing accounts and business development prospecting for new accounts. Operated on referrals on the B2B and B2C levels.• Authored proposals, engaged customers in renewals, and executed all administrative tasks for accounts. Sold, administered, and retained over $5M in annual premiums with a 96-98% retention rate.• Assisted other team members with quoting, live, virtual, and electronic presentations for employee benefits, Medicare solutions, and commercial, property, and casualty accounts.• Efficiently managed all projects related to new products and services in the employee benefits division. Canvassed nationwide contacts for future growth potential.• Frequently evaluated ACA, compliance, COBRA, and administrative requirements. Cascaded newly updated requirements to new and existing clientele.• Oversaw, led, and managed daily operations and functions of the producing team. Empowered team members with the training, knowledge, and skills necessary to meet and exceed sales goals.• Partnered with the executive leadership team in communicating crucial information and implementing new strategies that allowed the team to meet departmental goals.

• Spearheaded the organic growth of an entertainment service and corporate events business, managing a team of 14 DJ’s and delivering exceptional services to a diverse clientele, thereby establishing a solid regional market presence. • Amplified the company’s revenue to $1.8M annually showcasing adeptness in identifying and capitalizing on new business development opportunities within target market which culminated in a strategic sale of the business to a competitor in 2020.

• Utilized decades of entrepreneurial leadership and coaching experience to guide individuals and business owners towards financial and personal freedom.• Provided insurance products and financial services consulting to help clients access their talents and abilities for professional and personal growth.• Empowered clients to achieve their financial goals, protect their assets and unlock their full potential through personalized financial and insurance strategies and support.