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My 15 years of experience as a premier employee benefits broker allows me to bring a specialized skill set to my RSM role. Understanding your clients’ needs and expectations is paramount to your success as a broker. My expertise in creating well-rounded benefit solutions that are customized to meet the needs of every group, regardless of their budget, has equated to double-digit growth year after year. My energetic and unique approach to working with and for my brokers while always striving to exceed expectations has proven successful. In my previous roles as the Director of Group/Employee Benefits Division, I was responsible for designing and implementing employee benefits plans, acquiring new business through creative pitches for brokers-of-record or new groups, and maintaining up-to-date knowledge of the intricacies of all of the medical and ancillary carriers. I understand the intricacies of both sides of our profession. I take great pride in my ability to grow business. As your LISI Regional Sales Manager in the Bay Area, I look forward to helping bring explosive growth to your agency!

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