Experience

AGIS Network

• United States
• Insurance
• 1 - 100 Employee

• Regional LTC Consultant

  • May 2023 - Present

  United States



Crump Life Insurance Services

• United States
• Insurance
• 500 - 600 Employee

• External Wholesaler- Crump/Nationwide Edward Jones Team

  • Jun 2022 - May 2023

  Remote Works with Edward Jones advisors in the Midwest and Northeast helping advisors navigate the Long Term Care conversation and solutions with their clients.



Pacific Life

• United States
• Financial Services
• 700 & Above Employee

• Long Term Care Regional Director

  • Jan 2015 - May 2022

  Covering NE, IA, MO, KS, Southern IL External Wholesaler working with financial advisors and insurance agents in NE, IA, MO, KS, Southern IL. Working all channels: Banks, Wirehouse, Independent and Edward Jones. Works as a consultant with financial advisors and their clients with their Long Term Care planning needs, representing Pacific Life’s Hybrid Long Term Care solutions.

• Senior Internal Wholesaler

  • Jan 2007 - Dec 2014

  Omaha, NE Worked with 2 externals in the mid Atlantic and New England in the independent planner channel to help financial advisors with their clients retirement planning with financial planning solutions offered by Pacific Life’s Variable Annuities, Mutual Funds, Fixed and Indexed annuities. Growth of 38% year over year. Over 1 Billion of assets brought in over 8 years. Achieved Leader of the Pac all years.



Millenium Marketing Group annuities fixed, index, Life, LTC

• Senior Internal Wholesaler

  • Feb 2003 - Dec 2006

  Omaha, Nebraska