Bio

Biography

As a brokerage director at Massachusetts Mutual Life Insurance Co. (MassMutual), I make available to insurance brokers the portfolio of MassMutual products including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Planning Solutions and Fixed Annuities. The company’s strong and growing network of financial professionals help their clients make good financial decisions for the long term.

I am looking for successful, independent producers (brokers) who are interested in offering MassMutual products to their clients. In turn, you can expect one-on-one support for all your clients needs including: case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations.

I earned a Bachelor of Science degree in Personal Financial Planning from Texas Tech University in 1990. Before joining the Southwest Financial Group in 2004, I served as Vice President for a national insurance brokerage agency and as Vice President of Sales for two large life insurance companies. In each, I was involved in the direction of the brokerage distribution as well as part of the product committees to help design the correct products for the company’s target market. I have over 27 years of experience in the Financial Planning Industry dealing with Estate Planning and Executive Benefits.

I was the President of the BDAX (Brokerage Directors Council) in 2012. In the past I have served as the chair for the following committees within the BDAX – Life, Disability and Technology & Marketing.

I am married with three children. My interests outside of the office include coaching and attending youth sports, travel and basketball.

Languages

• English