“Creating Family Legacies One Family at a Time.”

My wife and I have combined years of 40+ in the financial industry. I am the Insurance Broker of the family and she is the Banker. She was an Executive VP for US Bank for 30+ years and I have upwards of 10 years experience in the insurance industry. After several years in the insurance industry, I find myself attracted to the Business to Business side of the insurance world because I enjoy helping business owners reduce their expenses and increase their profits, while the employees receive an increase in benefits and their paycheck. We have 3 beautiful adult children. Our oldest son graduated from Morehouse College. Our middle son has a passion for real estate and our daughter received her Master’s Degree in Accounting to pursue her career in Finance as a CPA. The Goal is for us to do business together as a Family to create our Family Legacy and most important spend quality time together during our leisure time. We are soon to be Grandparents. Our business motto to make America a better place is, “Creating Family Legacies One Family at a Time.” Let us help you create your family legacy. Everything isn’t for everybody but we’ll create the right. “Legacy Plan” for you.

Primary Areas of Service: Washington is my resident state but I was licensed in 41 States to help families nationwide.