As a financial advisor who specializes in employee benefit plans, I have over 17 years’ experience in the financial industry and have assisted many local business owners to ensure the effectiveness of their benefits plan.

I conduct comprehensive plan reviews to ensure that a plan is meeting the goals of your business year after year, while securing rate stability. My vast experience ensures that you receive industry leading programs that are tailored to the needs and goals of your business.

As your employee benefits specialist, I will:

• Conduct an independent analysis of past renewal rate actions relative to previous claims history.
• Gather information in order to prepare specifications for submission to insurers.
• Analyze quotes and make recommendations that meet the needs of your business.
• Ensure smooth implementation of chosen benefit plan.
• Extend continual support and efficient handling of new and in force employees.
• Monitor plan efficiency and expenses and solve any issues that affect your benefit plan.
• Improve employee engagement.
• Identify other opportunities in business and personal financial areas to help you and your employees with security, planning and other financial arenas.
• Provide professional, quality and personalized service.

 I look forward to providing your business with the optimal employee benefits solution.