First Time Visitors

Mission:

With over 30 years of experience in the Financial Services Industry, I realize the importance of exceptional customer care.  As an EFS with Allstate, it is my duty to provide professional service to those Allstate Agents who entrust me with their clients.  Since joining Allstate in 1999, I have achieved a great deal of success because of the strong relationships built on mutual trust and service.

Services:

Client consultation – As an EFS with Allstate I am able to meet with your clients and discuss virtually all aspects of their financial needs.  I specialize in general financial planning including life insurance, retirement planning, estate planning, education funding techniques, long-term care and disability protection.

Agent Access – This section allows an agent to go directly to my appointment calendar to schedule a meeting.  You are able to pick the date and time that is most convenient for your client to visit with me.  All client information remains strictly confidential. Once a meeting is set, I will call you to discuss the client, opportunity, and appropriate follow-up.  This section is password protected – to receive your password, please contact me at (949) 888-7095.

Profiles Central – Profiles+, a “Needs Analysis” software program from Financial Profiles, Inc., is now available to agents of Allstate.  I have formed an alliance with two former Financial Profiles, Inc. employees to provide training, support, and consulting services to Allstate agents.  These services are available for a fee or, in some cases, at no charge.