What’s one word you would use to describe your approach to work, and why?

Proactive. Insurance and annuities can feel like a black box. By tracking milestones and staying steps ahead, I resolve confusion before it starts.

What motivated you to work in this industry, and what do you enjoy most about your role?

Behind every policy is a family’s financial future. I love taking the operational weight off clients’ shoulders and making complex processes stress-free.

If you weren’t in this industry, what career would you have pursued?

Project Management. I enjoy organizing moving parts and building efficient systems, so managing operations or logistics would be a natural fit.

How do you stay inspired and continue learning in your field?

I track efficiency trends and collaborate with peers, but my main inspiration comes from seeing a smooth process deliver real peace of mind for our clients.

If you could share one piece of professional advice with clients, what would it be?

“Keep us in the loop when life changes.” From buying a home to welcoming a grandkid, reaching out early ensures your policy stays aligned with your goals without the stress.