Mission Statement
We will strive for excellence in servicing and educating our clients, expand our knowledge of all products, earn trust as a professional agency, and offer leadership in our community.
About Me
I've lived and worked in the Mission Valley area since 1967. My wife, Cindy, and I were married in 1975. Our daughter, Abbi, is a Certified Event & Wedding planner and our son, Jeff, is a Head Golf Professional. After a 20-year career with a food company, I opened my own insurance agency in February of 1998.I am a member of the Polson Chamber of Commerce, Mission Valley Elks Lodge (Past Exalted Ruler 1981-1982), and Polson Rotary Club.
WELCOME TO MY WEBSITE! As your personal agent, I believe in keeping you informed and aware of Farmers insurance and financial products**. It is my mission to help you develop the right plans to meet your insurance and financial needs**. Click any item on the Products menu to learn more and feel free to contact me with questions.
- LUTCF (Life Underwriter Training Council Fellow)
On February 1st 2006, I earned the LUTCF professional designation. The LUTCF is conferred upon only those individuals who meet or exceed the exacting qualification standards determined by the two organizations that jointly sponsor the designation, The American College and the National Association of Insurance and Financial Advisors (NAIFA).
- Registered Representative
In 2001, I became a Registered Representative by successfully completing the NASD examinations for Series 6 & 63, authorizing me to sell securities products through Farmers Financial Solutions, LLC 30801 Agoura Road, Bldg. 1, Agoura Hills, CA 91301 (818) 584-0200, Member NASD. Please contact me for more information on mutual funds, 529 college plans, variable products, IRA's and more.
