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About Us

Choosing an Insurance Broker

I first began offering Insurance and Financial Services in 1995, working for one of the Nations’ largest Insurance Company in Palm Desert, CA. When our daughter left to complete her education, we relocated to Central California, where we now reside and work.

What sets me aside from other brokers? I believe in educating my clients; together we identify the loss exposure in their personal life and/or business, which allows them to make educated and informed decisions as to their own insurance needs.

We have experienced our first open enrollment for California’s  Health Insurance Marketplace (CoveredCA) and what a ride it has been!  So many challenges as each month progressed but I am pleased that we were able to assist so many of my fellow Californians obtain the best health plan, within their budget.   Beginning with this site, we hope to give you as much information as possible without overwhelming you with the vast details.  It is our core belief that as we strive to give you excellent service, assist with the determination of possible tax credits (subsidies) that will make coverage more affordable, you will more than likely tell someone about us.

We have designed this website to make it easy for you to find information and if you do not understand what plan is best for you and your family, feel free to call.  We have placed a link below for you to reach out to us, we will keep you up to date on the changes that are coming and how they might affect you and your family.

We will provide accessibility to our office through current technology such as email and online webinars. We will gladly set an appointment with you if your preference is a more traditional office visit where you may meet with an agent personally.

Our goal is to assist in lowering insurance costs for our clients by leveraging our knowledge and relationships within the insurance industry providing comprehensive coverage at a competitive price.