
After graduating from college in 1977, I worked in the manufacturing industry for 23 years. In the year 2000, I worked for a company that moved its operations to Mexico. This became a crossroads in my life. Do I look for another company to work for or do I do something else? I decided to do the necessary studying and licensing to become a Financial Advisor. Hence, I started my own practice advising individuals on financial planning.
As the years went on my clients would become eligible for Medicare and ask for advice. This is back in 2007/2008. As time progressed my son Jared graduated from college and couldn’t find employment in 2010. He went and received his license to help me with this growing Medicare business. Jared has now been with me for 12 years. I sold my Financial Planning business in 2022. I plan to work with Jared if the Lord will let me for years to come.
I come from the old school with old school rules. As your agent, I will make sure that any recommendation, will be one that is suitable for you and fits your needs. In addition, as your needs change, I will be there to make sure your insurance changes with your needs. I will make sure you can call us if you have any questions about your plan benefits.