Like many of my advisors, I began my career with a captive mutual insurance carrier, thrown into the deep end of the pool and told to sink or swim.  At a very young age I was introduced to all aspects of sales and management within an insurance agency.  One of my first tasks in the first three months of working in the agency forever shaped my career and has propelled me to do what I do today.

One of my first tasks was to deliver a death claim on a policy that I had inherited.  Three months on the job, three months in the industry, and I was asked to fulfill the promise of an insurance company. A longstanding client of the agency had passed and I was asked to coordinate with his widow to process the claim.