With over 25 years of experience in the technology and employee benefits sectors, I bring a strong track record in sales, business development, and client solutions. My career began in software sales, where I honed my skills at leading tech giants like Oracle and IBM, helping organizations optimize their technology infrastructure.In 2017, I transitioned into the employee benefits and insurance space, where I’ve spent the last seven years helping businesses navigate the complexities of benefits management.
At companies like Ease and PerfectQuote, I focused on streamlining the benefits process for both employers and employees, utilizing technology to enhance efficiency and employee satisfaction.I have a passion for connecting innovative solutions with client needs, always striving to deliver value through strategic partnerships. My diverse background in both software and insurance gives me a unique perspective on how technology can transform benefits administration and improve the employee experience.
- Published on: November 7, 2025Education
How Underwriters Evaluate Your Business: A Behind-the-Scenes Look
In the world of insurance, underwriters serve as the gatekeepers of risk management. They play a crucial role in determining whether a business can secure coverage and at what price...Read More - Published on: November 7, 2025Education
3 Hidden Insurance Pitfalls Apartment Building Owners Should Watch For
When you own or manage apartment buildings, you’re not just maintaining property — you’re protecting a business, an investment, and the people who live there.Read More - Published on: November 5, 2025Education
Crime & Fidelity Bonds: Protecting Against Employee Theft
In today's business landscape, trust is a fundamental currency. Unfortunately, employee theft can shatter that trust, resulting in substantial financial losses and damage to a company's reputation...Read More - Published on: November 1, 2025Education
Cyber Insurance for SMBs: Requirements and Underwriting
In an increasingly digital world, small and medium-sized businesses (SMBs) face unprecedented risks associated with cyber threats. Cyber attacks can happen to companies of any size, leading to significant financial losses and long-term reputational damage...Read More - Published on: October 28, 2025Education
Understanding Participant Waivers and Liability in Fitness Studios and Gyms
In the bustling world of fitness, where studios and gyms continuously strive to provide safe and engaging environments for their clients, understanding the legal landscape surrounding participant waivers and liability is paramount. Whether you are a fitness enthusiast or an aspiring gym owner, grasping the essentials of liability waivers can protect your interests and ensure a smooth operation.Read More - Published on: October 27, 2025Education
Personal Cyber Insurance: A Necessity for Families and Executives
In today's digital landscape, the importance of protecting personal information cannot be overstated. Families and high-profile executives face unprecedented risks, including identity theft, cyberbullying, data breaches, and cyber extortion...Read More - Published on: October 26, 2025Education
Understanding Small Business Cyber Coverage Basics
In today’s digital landscape, small businesses are increasingly vulnerable to cyber attacks. As online threats grow in sophistication and frequency, understanding the basics of cyber insurance becomes essential for safeguarding your business. Cyber coverage is not just a luxury; it has become a necessity for organizations of every size....Read More - Published on: October 27, 2025Education
Certificates of Insurance (COIs): What Clients Actually Need
In today's dynamic business landscape, ensuring that you are adequately protected while engaging with contractors or service providers is paramount. One essential tool that clients, particularly those who may be newcomers to the insurance landscape, should familiarize themselves with is the Certificate of Insurance (COI)...Read More