I started my career in the insurance industry with Liberty Mutual as an outside sales representative. In 2020 I made a career change to pursue a role with an Independent Risk Management firm, the Capstone Group. This opportunity has allowed me to build strong relationships and provide clients with personalized insurance programs. Helping individuals and families and being able to develop a close working relationship with my colleagues has always been my passion. Now that I have been fortunate enough to be given that opportunity, I look forward to growing my career here and make lasting relationships along the way.
As a Private Client Advisor, I am dedicated to helping individuals and families develop strategies that align with their needs and goals. My mission is to provide and apply the same level of support and careful execution to insuring and protecting their personal assets as we do their business’ assets.
I strive for a winning attitude and an infectious personality, by leading with professionalism, and looking to earn the respect and trust of both my peers and my clients.