Managing Partner & Co-Founder

• Apr 2012 - Present

Take a tour of our site where we offer: - Instant life insurance quotes without any personally identifiable information. - Zero-hassle individual own occupation disability proposals (including the research of all available discounts) and an unmatched side-by-side comparison tool. People deserve unbiased information and education when it comes to: - Life Insurance - Disability Insurance (including Own Occupation disability insurance) - Group Benefits Solutions for… Show more Take a tour of our site where we offer: - Instant life insurance quotes without any personally identifiable information. - Zero-hassle individual own occupation disability proposals (including the research of all available discounts) and an unmatched side-by-side comparison tool. People deserve unbiased information and education when it comes to: - Life Insurance - Disability Insurance (including Own Occupation disability insurance) - Group Benefits Solutions for Practices and Small Business - Fixed Annuities, Long Term Care Insurance, and Critical Illness Insuring Income is dedicated to providing individuals and business owners with objective strategies for their insurance goals. Working with a wide range of high quality carriers allows me to show someone what the marketplace has to offer them. We operate in all 50 states (plus Washington, D.C.) and are at your disposal when you are ready to start a discussion or take action. Show less Take a tour of our site where we offer: - Instant life insurance quotes without any personally identifiable information. - Zero-hassle individual own occupation disability proposals (including the research of all available discounts) and an unmatched side-by-side comparison tool. People deserve unbiased information and education when it comes to: - Life Insurance - Disability Insurance (including Own Occupation disability insurance) - Group Benefits Solutions for… Show more Take a tour of our site where we offer: - Instant life insurance quotes without any personally identifiable information. - Zero-hassle individual own occupation disability proposals (including the research of all available discounts) and an unmatched side-by-side comparison tool. People deserve unbiased information and education when it comes to: - Life Insurance - Disability Insurance (including Own Occupation disability insurance) - Group Benefits Solutions for Practices and Small Business - Fixed Annuities, Long Term Care Insurance, and Critical Illness Insuring Income is dedicated to providing individuals and business owners with objective strategies for their insurance goals. Working with a wide range of high quality carriers allows me to show someone what the marketplace has to offer them. We operate in all 50 states (plus Washington, D.C.) and are at your disposal when you are ready to start a discussion or take action. Show less

Chief Financial Officer, Co-Founder

• May 2019 - Present

Advisory Board Member

• Jan 2020 - Present

Co-Owner

• Jan 2013 - Present

Web Developers for any project - mobile apps, websites, custom back end tools, middleware and software, business consulting. Turn your app & website into a productive asset! Web Developers for any project - mobile apps, websites, custom back end tools, middleware and software, business consulting. Turn your app & website into a productive asset!

Partner

• Jan 2012 - Present

OmniMed Financial & Insurance provides comprehensive insurance and financial services to physicians, dentists, other healthcare professionals. Through our process, OmniMed helps clients to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has decades of experience in every dimension of financial services. Working in close collaboration with our clients and their legal and accounting services, OmniMed Financial & Insurance provides the… Show more OmniMed Financial & Insurance provides comprehensive insurance and financial services to physicians, dentists, other healthcare professionals. Through our process, OmniMed helps clients to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has decades of experience in every dimension of financial services. Working in close collaboration with our clients and their legal and accounting services, OmniMed Financial & Insurance provides the protection and planning strategies necessary to help build and preserve wealth. We understand that there are various financial strategies that are specifically designed and implemented for healthcare professionals. We have found that it is only through specializing in working with physicians, dentists, and other healthcare professionals, that we are able to keep clients up to date with the many changing facets of their particular financial landscape. Show less OmniMed Financial & Insurance provides comprehensive insurance and financial services to physicians, dentists, other healthcare professionals. Through our process, OmniMed helps clients to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has decades of experience in every dimension of financial services. Working in close collaboration with our clients and their legal and accounting services, OmniMed Financial & Insurance provides the… Show more OmniMed Financial & Insurance provides comprehensive insurance and financial services to physicians, dentists, other healthcare professionals. Through our process, OmniMed helps clients to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has decades of experience in every dimension of financial services. Working in close collaboration with our clients and their legal and accounting services, OmniMed Financial & Insurance provides the protection and planning strategies necessary to help build and preserve wealth. We understand that there are various financial strategies that are specifically designed and implemented for healthcare professionals. We have found that it is only through specializing in working with physicians, dentists, and other healthcare professionals, that we are able to keep clients up to date with the many changing facets of their particular financial landscape. Show less

Advisor

• Jan 2020 - Jan 2021

View Rick Warren's advisor profile on AdvisoryCloud. Effective Business Leader with expertise in strategy, start up growth, SOP development, product/service innovation, marketing, and business planning. View Rick Warren's advisor profile on AdvisoryCloud. Effective Business Leader with expertise in strategy, start up growth, SOP development, product/service innovation, marketing, and business planning.

Advisor

• Jan 2017 - May 2019

Our app and website make it easy for restaurants throughout the United States to offer a website portal and mobile app (iOS, Android) where new customers and existing customers can place orders with ease. Our platform offers unlimited tweaks to the menu and food item settings. We have additional functionality where restaurants can view all orders that come in at a kiosk portal. We have an amazing rewards/loyalty app as well to keep customers coming back. Customers receive… Show more Our app and website make it easy for restaurants throughout the United States to offer a website portal and mobile app (iOS, Android) where new customers and existing customers can place orders with ease. Our platform offers unlimited tweaks to the menu and food item settings. We have additional functionality where restaurants can view all orders that come in at a kiosk portal. We have an amazing rewards/loyalty app as well to keep customers coming back. Customers receive customized discounts on future orders with these rewards (all managed in the app). Restaurants can also use our platform to view and manage the list of delivery orders that come in through the app. Show less Our app and website make it easy for restaurants throughout the United States to offer a website portal and mobile app (iOS, Android) where new customers and existing customers can place orders with ease. Our platform offers unlimited tweaks to the menu and food item settings. We have additional functionality where restaurants can view all orders that come in at a kiosk portal. We have an amazing rewards/loyalty app as well to keep customers coming back. Customers receive… Show more Our app and website make it easy for restaurants throughout the United States to offer a website portal and mobile app (iOS, Android) where new customers and existing customers can place orders with ease. Our platform offers unlimited tweaks to the menu and food item settings. We have additional functionality where restaurants can view all orders that come in at a kiosk portal. We have an amazing rewards/loyalty app as well to keep customers coming back. Customers receive customized discounts on future orders with these rewards (all managed in the app). Restaurants can also use our platform to view and manage the list of delivery orders that come in through the app. Show less

Member

• Apr 2012 - Jun 2015

Providing the medical and dental community access to comprehensive solutions to enhance professional and personal growth. Providing the medical and dental community access to comprehensive solutions to enhance professional and personal growth.

Financial Representative

• Jan 2012 - Dec 2014

General Manager

• Jul 2009 - Jan 2012

Operations Manager

• Apr 2005 - Jul 2009

Credit Manager / M.D.P.

• Mar 2003 - Apr 2005

Sales Manager / P.M.

• Jan 2001 - Mar 2003

Asst. Director of Residential Life & O'Connor Complex A.D.

• Jul 1997 - Dec 2000