I became a licensed health and life insurance agent in 1995 with the desire to help people protect their life’s work and to ensure their insurance coverage fits their needs and lifestyle. In 1998, I started a company focusing on a complete approach to helping individuals as well as business owner’s focus on multiple areas to be sure their lifestyle and future was protected. I realized, if I worked for only one insurance company, I would have to offer only their products to my clients even if they were not the best value or the best fit to my clients. By owning my own agency and utilizing multiple companies, I can truly find the products and services that makes the most sense to each client. I have found that most people want their trusted advisor to do the research for them and then offer the strongest products and services available, not just one product they happen to have.
Education is my Mantra. Reverse the old adage, What people don’t know will hurt them!
Goals For My Clients
Helping my clients Protect their Life’s Work
Educating my clients on the solutions that best fit their needs
Cost effective options for basic planning documents - Will, Living Will and P.O.A’s
Business Clients We help lower costs through – Employee Benefits - Legal Consultation - Debt Collection Issues – Contract and Document Review – Classic 105 Tax Strategy – Key Employee Plans and Business Continuation Plans
Professional Training and Recognition
Licensed Health and Life Agent in 20 states
Retirement Planning and Business Protection Strategies
Certified Identity Theft Risk Management Specialist
ACA Health Insurance Certified
20 years of helping people with Medicare planning
About Me…I am married with 5 children and 2 Doberman Pinschers, Duke and Delilah. I love spending time with my family and friends. I enjoy traveling and experiencing different cultures and ways of life. I also like working hard for both my family and clients. I belong to several community organizations including the Masonic Lodge, and am a member of Living Word Church in Vandalia.
