Why I do what I do
Why I do what I do
I've worked in investing for over 40 years. I’ve done many things very well, and I've learned from what didn't go as planned. My goal is to reduce your learning curve by sharing my experiences, knowledge and encouragement. I look for opportunities to accomplish multiple goals with the same dollar. I've seen the difference good planning and strategies can make, and I want to give all my members that edge.
I serve members in…
Colorado (Castle Rock, Denver and surrounding areas) and Ohio.
I can help you plan for life using a variety of tools, including…
life insurance and annuities.
I enjoy working with…
people at all stages of life, but especially those approaching retirement, small-business owners and families planning for college.
I attended…
Ohio State University.
I am very proud of…
earning numerous awards for my hard work, including Agent of the Year, Fraternalist of the Year, Century Club, and more.
Before Modern Woodmen, I…
was in the insurance industry for eight years and owned my own consulting business for nine years. I spent a few years at home with my three kids, then I worked in health information management, quality assurance and technology.
I chose Modern Woodmen because…
I liked Modern Woodmen's holistic approach. I researched permanent life insurance companies, and Modern Woodmen ranked excellent. I was a former Jaycees (community service and leadership group) member, so Modern Woodmen’s fraternal side intrigued me. I love making a difference in people's lives!
The best part of my career is…
making a difference in people's lives by ensuring they’re protected and have a plan/goal in mind for retirement.
A favorite moment in my career was when…
a member who’d put off getting life insurance finally did. Months later, he was diagnosed with a condition that made him uninsurable, but I knew his family was protected for life.
Also…
I love to learn, especially about college planning and retirement. I’ve participated in several training schools developed by Modern Woodmen, such as Retirement Distribution, Estate Planning and Business Insurance. I also reach out frequently to the wealth of knowledge we have at our organization’s office to brainstorm cases.