Bio
Experience
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Fortune Insurance
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Tacoma
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Executive
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Sep 2014 - Present
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Tacoma
As Vice President of Fortune Insurance, I am excited to continue providing my expertise and services to my clients on a more personal and proactive level. FI is an Independent Brokerage firm with over 30 years of experience, and offers competitive Commercial Insurance solutions and Risk Management services to many industries and professions. We have access and relationships with all of the top carriers, and look forward to serving our clients as people. Not as numbers. Let us bring "good fortune" to your company's livelihood by helping you control your total cost of risk, and tailoring a program to fit your needs, expectations and budget.
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The Leavitt Group
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Tacoma, WA
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Client Advisor
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Apr 2013 - Sep 2014
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Tacoma, WA
As a Client Advisor for the Leavitt Group, I provide strategic and competitive Commercial Insurance solutions and Risk Management services to new and existing clientele. The Leavitt Group is the nation's 7th largest privately owned brokerage firm, with locally operated agencies in many states. Our agency, Whitfield United - Leavitt, was forged by humble beginnings in 1948, by Lawrence Whitfield, and was eventually passed on to his son, Don Whitfield. In 2013, Whitfield's merged with the Leavitt Group.
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Alliance Insurance Group
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Tacoma, WA
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Senior VP, Commercial Lines
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Nov 2011 - Nov 2012
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Tacoma, WA
Responsible for devloping and servicing new Commercial Lines clientele through sales expertise and relationships, and expanding the Senior Living practice.
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Propel Insurance
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Tacoma
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Partner/Sales Executive
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Jan 2003 - Sep 2011
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Tacoma
Responsible for devloping and servicing new Commercial Lines clientele through sales expertise and relationships, and increasing the Senior Living practice.
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Arthur J. Gallagher
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Tacoma, WA
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Account Executive
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1998 - 2002
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Tacoma, WA
Responsible for devloping and servicing new Commercial Lines clientele through sales expertise and relationships, and creating a west coast Senior Living practice.
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Wausau Insurance
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Springfield, Missouri Area
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Sales Executive
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1996 - 1998
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Springfield, Missouri Area
Responsible for devloping and servicing new Commercial Lines clientele through sales expertise and relationships.
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Education
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1978 - 1982University of Kansas
Bachelor of Science (B.S.), Business & Marketing -
1976 - 1978Junction City High School
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