Experience

Quility Insurance

• Insurance
• 100 - 200 Employee

• Senior Director, National Sales

  • Mar 2020 - Present

  Boise, Idaho, United States



Insurance Wholesalers

• United States
• Insurance
• 1 - 100 Employee

• National Wholesale Sales Manager

  • Mar 2020 - Present

  Boise, Idaho, United States I work with insurance agents and financial advisors to help them infuse more life insurance sales into their practice. I understand that most advisors have a difficult time integrating life insurance into their practice so I work with them to identify potential life insurance sales within their current book of business. We offer the professional financial advisor with “one stop” access to a broad spectrum of insurance products from the finest insurance carriers. We offer another… Show more I work with insurance agents and financial advisors to help them infuse more life insurance sales into their practice. I understand that most advisors have a difficult time integrating life insurance into their practice so I work with them to identify potential life insurance sales within their current book of business. We offer the professional financial advisor with “one stop” access to a broad spectrum of insurance products from the finest insurance carriers. We offer another advantage, which our competitors cannot match, a full range of “value added” support resources to assist in properly integrating the insurance product into the overall financial or estate plan. Show less



Capitas Financial

• United States
• Financial Services
• 100 - 200 Employee

• Senior Vice President

  • Aug 2015 - Present

  Boise, Idaho Area Work with financial advisors, insurance agents and consultants in the areas of estate and family wealth transfer planning. Work with these advisors and their clients to incorporate a sound estate and family wealth transfer plan into their overall financial plan. Through a collaborative and consultative approach review, design, and implement life insurance strategies, and help identify clients who could benefit from life insurance. Also provide an unparalleled selection of insurance products… Show more Work with financial advisors, insurance agents and consultants in the areas of estate and family wealth transfer planning. Work with these advisors and their clients to incorporate a sound estate and family wealth transfer plan into their overall financial plan. Through a collaborative and consultative approach review, design, and implement life insurance strategies, and help identify clients who could benefit from life insurance. Also provide an unparalleled selection of insurance products and carriers, sophisticated technology and cutting-edge marketing capabilities while also providing the individualized attention and support brokers and financial advisors deserve. Show less



National Brokerage

• United States
• Insurance
• 1 - 100 Employee

• Regional Sales Manager

  • Jun 1998 - Mar 2020

  Boise, Idaho Area I work with insurance agents and financial advisors to help them infuse more life insurance sales into their practice. I understand that most advisors have a difficult time integrating life insurance into their practice so I work with them to identify potential life insurance sales within their current book of business. We offer the professional financial advisor with “one stop” access to a broad spectrum of insurance products from the finest insurance carriers. We offer another… Show more I work with insurance agents and financial advisors to help them infuse more life insurance sales into their practice. I understand that most advisors have a difficult time integrating life insurance into their practice so I work with them to identify potential life insurance sales within their current book of business. We offer the professional financial advisor with “one stop” access to a broad spectrum of insurance products from the finest insurance carriers. We offer another advantage, which our competitors cannot match, a full range of “value added” support resources to assist in properly integrating the insurance product into the overall financial or estate plan. Show less