We are an independent investment and insurance company that helps provide objective solutions and advice suitable to your business and individual needs. We represent a broad array of insurance carriers and investment companies. We do not have sales quotas! We work independently for you!

Worked while attending high school and collegeProvided customer service in a high traffic retail operationEnsured proper payment of vendor invoicesAnalyzed and ordered products to ensure efficient levels of inventoryEntrusted with the training of new employees including beginning management personnel due to my extensive knowledge of the operation and leadership skillsImproved inventory turnover and sales operations by reorganizing the sales floor and work areasImplemented operational improvements after reviewing past performance scores of the store