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: January 10, 2025Education
You’re Not Alone: Navigating Natural Disasters Together
Facing a natural disaster is never easy, but you don’t have to do it alone. In times of crisis, support and resources are vital to help you and your family overcome challenges and rebuild stronger than ever. Whether you need immediate assistance, guidance on recovery, or emotional support, there’s help available every step of the way.Read More - Published on: January 9, 2025Education
The Expanding Scope of PFAS Litigation: What It Means for Your Business
Lawsuits involving per- and polyfluoroalkyl substances (PFAS), also known as “forever chemicals,” are reshaping industries as we know them. These cases now extend beyond chemical manufacturers to include a wide array of industries such as cosmetics, packaging, and food chains.Read More - Published on: January 9, 2025Education
What to Do If You Lose Your Home: Practical Tips for Navigating Insurance and Recovery
The loss of a home is a devastating event, but with the right steps, you can navigate the recovery process more smoothly. Having worked through this process with friends, family, and clients, I can confidently share these practical tips to help guide you during this challenging time.Read More - Published on: January 7, 2025Education
Start 2025 Strong: Why an Insurance Review Should Be Your First New Year To-Do
The New Year is a time for fresh starts and goal-setting. As you plan for the months ahead, there’s one task that deserves a spot at the top of your to-do list: an annual insurance review. It’s not the flashiest resolution, but it’s one of the smartest moves you can make to protect your financial well-being and find opportunities to save. Here’s why you should schedule your review ASAP—and how it can make a big impact in 2025.Read More - Published on: January 6, 2025Education
New Year, New Coverage: 5 Insurance Resolutions to Protect What Matters in 2025
The New Year brings a sense of renewal and opportunity—and that applies to your insurance coverage too! As life evolves, so do your needs and risks. Starting 2025 with a comprehensive review of your insurance policies can save you from unexpected expenses and ensure you’re adequately protected.Read More - Published on: November 14, 2024
Protecting Your Assets: Essential Coverage for Domestic Employees and Household Staff
Many of your clients are exposed as financial planners, CFPs, CPAs, benefits brokers, home office team members, personal assistants, PAs, and P&C insurance advisors. There’s a huge Financial Risk associated with Domestic Employees—UWIB can help shift it. Read on to gain quick insight.Read More - Published on: August 19, 2024Education
Market Value vs. Insurance Value: What’s the Difference?
When you're figuring out the value of your property, it's crucial to know why you need that valuation in the first place. This is because the reason behind the valuation affects how it's done. When we as insurance brokers work with our clients, our focus is always going to be on the construction cost, as opposed to the market value. Let’s break down the difference between these two types of valuation.Read More - Published on: July 23, 2024Education
Today I Froze My Credit
You might be asking yourself, why would you want to freeze your credit? Well, I have a monitoring service through my bank, Chase. It alerts me if my personal information has been compromised. I learned that it had. Read More
