DESCRIPTION OF WHAT YOU DO: I help successful individuals and families evaluate and protect their assets through a combination of risk management strategies and insurance, depending on their risk tolerance.

WHAT IS YOUR BEST ELEVATOR PITCH: I understand the unique and ever-changing needs of highly successful individuals and families. I undertake a detailed review and evaluation of personal exposures then create a tailored program appropriate for them. Through careful planning, I create a program that will respond in a manner consistent with their needs, lifestyle, and tolerance for risk.