Areas of Expertise - Risk Management, Strategic Consulting, including business plan & strategy development. Employee Benefits, WorkSite Solutions, Property & Casualty, Workers Comp., General Liability, Bonds, Financial Services and specialized products for both individual and business needs.
With more than 15 years of experience, a multi State, multi Lines Licensed Professional, as well as a Texas Chartered Benefits Consultant, coupled with a highly experienced and seasoned team -
I can help you and will work with you to design a plan that addresses your needs and effectively helps achieve your goals.
With expertise in the following areas:
Group Benefits: Medical, Dental, Short and Long Term Disability, Life/AD&D, Retirement Planning: 401k, IRA, SEP, Profit Sharing
Business Perpetuation: Key Man, Estate and Tax Planning
Employer Services: Professional Employer Organizations
Individual Coverage: Whole, Term and Variable Life, Disability, Long Term Care.
Value - In today’s competitive marketplace, the ability to attract and retain quality employees is critical to your success. Our markets are among the best in the industry, enabling you to offer comprehensive and competitive benefit packages.
Service - My team and I are committed to providing you with the highest levels of service in every aspect of our relationship, from the initial meeting to daily account management and beyond.
Chartered Member of NAABCTX and AHIP
Some of my Personal Characteristics are:
*The ability to work collaboratively both within the enterprise, as well as with alliance partners; A “take-charge” ability...tempered with diplomacy; *A “hands-on” management style with the insight to anticipate the problems and needs of the business; A penchant for being proactive and a “sensible risk taker” with an intelligent point of view; Excellent Innovative instinct.
*A receptivity to new ideas, with the maturity to know when to compromise; Strong creative business skills to be an effective competitor; Proven decision-making competence, based upon well-informed decisions. *Confidence and enthusiasm, with the requisite leadership skills to develop strong relationships with all other constituents within the company.
The capability for juggling multiple tasks simultaneously and be flexible in order to adapt to a fast paced and entrepreneurial environment. • Positive Energy and enthusiasm.