Financial Professional 2001- 2010
Insurance Professional 2010- Present
- Insurance Business Planning
- Business Insurance Consulting
- Financial Progression Monitoring
- Seminars & Webinars for Business Owners/Entrepreneur & Staff
My Purpose & Mission
My purpose is to inform and inspire individuals to understand the importance of proper preparation for your families & businesses.
My “Why” to be a Resource & Insurance Coach
As a Resource & Insurance Educator I enjoy being of service in the communities I serve. I value working with families, professionals & entrepreneurs to support them in pursuing their Financial Dreams.
As your Insurance Partner it’s my responsibility to introduce Business Owners/ Entrepreneurs to proper Insurance options; while ensuring that the financial objectives are meet.
Professional & Service Background
As a Toastmaster (since 2004); I have had the opportunity to support and lead individuals that chose to embrace the opportunity to become a public speakers. In addition I serving as President of East Bay Toastmasters Club, Area Governor for Division D & Division Governor from 2009-2012.
As a community Advocate and Servant Leader, I volunteer with numerous community organizations whose values are in alignment with my own. I rotate Agency every 3 -6 months to continue to give back to my Community.
I’ve served in the Financial industry as a Financial/Insurance Professional for numerous years. My Financial career began with Wells Fargo in 2001-2004, Ameriprise Financial in 2004-2009.
After a year sabbatical to ponder my next career venture; I chose to follow my dream of becoming a Licensed Independent Insurance Professional in April 2010.
Personal Hobbies – International Traveling, Camping, Hiking, Water Aerobics, Dance, Theater, World History & The Arts.
Professional Hobbies – Management Training, Organizational Development, Strategic Planning.
I’m a Servant Leader “The servant-leader is servant first… It begins with the natural feeling that one wants to serve, to serve first.
Together we’ll prepare for what’s probable and plan for what is possible!