SV Insurance Team
I was drawn to financial services after seeing a close friend deal with the loss of her father. The family had no insurance, they lost their house because their mom could not afford to pay the bills. From a child’s point of view, I was angry my best friend had to move because her dad died. I really didn’t understand this concept at that time. As I got older and witnessed this more and more I knew I had to do something to educate people.
My motivation comes from the ability to understand what is available to you in the world of insurance and showing families how to protect themselves. My favorite part is knowing that my love for educating others one family at a time, I can truly help others like my friend not have their entire lives uprooted. While providing a total needs analysis through a collaborative practice, I help you manage your finances, minimize your risk exposure, and simply help you realize your options in the world of insurance planning.
Licensed in the following states: CA, CO, CT, FL, GA, ME, MD, MA, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA
I have associates in all of the other states and therefore able to provide options for other states as well.