We offer multiple insurance services and our short- term goal is to be a full service insurance firm. We work with over 150 of carriers to help our clients with family, personal, and business insurance needs. There’s no cost for a consultation.
I graduated from Purdue University, starting my college career as an engineering student, but it just didn’t feel right. I decided instead on a degree in Consumer Financial Counseling and Planning. I have since received the designation of Accredited Asset Management Specialist from the College for Financial Planning and the designation of Chartered Retirement Planning Counselor. I’ve worked in several areas of Financial Services, including insurance, lending, back office of a financial firm, and investment advisor. I left the corporate world in 2015 and decided to go out on my own. My partner, David, who was my boss at that time, left shortly after I did and joined me. Now I am an experienced agency owner of an independent insurance office. It allows me to offer more to my clients providing value and the best coverage.
I moved here in 1988 from Indiana, and live in South Venice with my dog, Miss Daisy.