As an Advisor Development Consultant, I partner with insurance agents, registered reps, and invest- ment advisor representatives to help with marketing, sales, and business operations.

With over 16 years in the financial industry, I’m able to draw on multiple areas of knowledge. Whether it be wholesaling mutual funds, ETFs, CITs, both variable and fixed indexed annuities, as well as retirement plans, I’m able to leverage this experience and provide comprehensive support to my advisors.

We work with individuals and firms looking to benefit from the breadth and depth of InsurMark’s support. We specialized in helping those who seek to take their practice to the next level and elevate from being an advisor who happens to own a business, to a business owner that happens to be an advisor.

What does that mean? It means an expansion of your business, increase in your income, and reduction of your overhead. Through proven processes we seek to drive Business Alpha, the additional return to your business when partnering with InsurMark. The result? Better outcomes for your clients and a better work life balance for the advisor.

What do I do when I’m not working? I’m a huge sports fan and like to play golf. I love reading and playing any type of trivia and enjoy spending time with my wife Tracy and two kids, Anna, and Davis