How I can help you

I can help you evaluate your exposure to loss and help design the right insurance program for you and your business.

38 years insurance industry experience as underwriter and agent/broker.  Specialty in property and liability insurance for businesses.  Principal owner and CFO of insurance agency employing 130 people.  In addition to insurance, skilled in business management, risk management, finance, strategic planning, buying and selling businesses.  Current and former board member of various not-for-profit and for-profit organizations.

  • Skills: Insurnace, Start-up assistance, Business Plan, Buy/Sell Business
  • Industry(s): Finance, Insurance
Areas of Expertise
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance

Education

B.S. in Accountancy from Arizona State University, 1968, Certified Risk Manager (CRM), Certified Insurance Counselor (CIC)


Communication Methods

  • In Person
  • Phone