I was born at Fort Carson, located in Colorado Springs, Colorado. My father served in the Army. We lived in many places including Germany, Arizona, Missouri, and Wyoming. Constantly moving created many challenges including meeting new friends, schools, and cultures. However, I believe that helped shape my career in the financial and insurance industry.
I have many interests including golf, fishing, hunting, and anything outdoors. I am also a father to one son whom serves in the Army. I have served the public through various jobs, beginning with the Sun Financial Group. I quickly grew learning estate planning, group health, life insurance, and retirement planning. After about four years with Sun Financial Group, the corporation deemed that career agencies would soon cease, which led to me going independent. I have about 24 years of experience holding my group 1 license. Meanwhile, the last six years have been amazing.
I received a phone call from The Brokerage inquiring about an opportunity to help people with ACA while working at an HEB grocery store. I had just moved from Austin to Horseshoe Bay, Texas; I was very excited to expand my client base. That opportunity also led to working with pharmacy directors to help their customers with Medicare, Part D, and Medicare Advantage planning. Incredibly, my business almost doubles every year. This allows my family to enjoy a very comfortable lifestyle. In less than six years, I have added over 800 new clients. Most importantly, educating our target markets is very satisfying.
I’m grateful I answered that phone call six years ago. I wish to THANK THE BROKERAGE for an amazing opportunity!