INSURANCE | PUBLIC SERVANT | WEALTH and FINANCE MANAGER
Client-driven, family-focused, locally-raised, world-traveled Agent with a proven track record of wealth management and asset protection. Dynamic advisor with profound and broad expertise in multiple aspects of management and compliance. Critically evaluates and minimizes protection costs in the context of coverages and suitability. Creates and promotes a caring customer service program for the entire staff. Establishes an operational environment that promotes sustained customer retention. Additionally, I have had the opportunity to achieve over 15 awards, medals, and ribbons while serving in various military capacities (domestic and international) within the US Navy for over 24 years.
November, 2024
Saturday
August 26,2019
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