Independent Insurance Broker

Prior to becoming an Independent Insurance Broker, I worked at Blue Chip Financial and BB&T in the area of business development in the life and benefits division of BB&T-OTC in Fort Myers, Florida. Before moving to Florida, I worked at The Oswald Companies in Cleveland, Ohio for ten years. I have over 28 years of insurance experience, specializing in individual and corporate life, disability, health insurance, and long-term care products. My knowledge and expertise also extends to property and casualty insurance programs for corporate clients, risk management programs, and individual clients.

I worked with the Cleveland Bar Insurance Agency from its inception until I left Cleveland, and I worked in conjunction with First Merit Insurance Agency as a liaison between the bank loan officers and their existing clients. I did the same with BB&T. I am a winner of the National Quality Award and a qualifying member of the Million Dollar Round Table.

Before I joined the Oswald Companies, I was an associate agent with Nationwide Insurance Company in Ohio for five years. I began my career with Metlife as an account executive, a position I held for a total of five years, and I worked my way up to branch manager, a title I held for five years. I was responsible for recruiting, training, supervising, and managing related resources associated with the branch.

I am a graduate of Heidelberg College, where I earned my bachelor’s degree in business administration.


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