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Over the past 14 years, my passion has been building relationships with my clients, prospects, and business partners. When my clients succeed, I succeed. During my career, I have earned a multitude of recognition and achievement awards.

At Infinisource, I developed sales strategies that increased penetration into small and large group accounts through the broker channel. At TriNet, I developed and managed referring relationships, a territory plan, and sales processes with many internal sales partners. At ADP, I drove highly successful strategic selling campaigns, increasing penetration into new and existing national accounts (1000+ employees).

When it comes to small and large group health and life insurance, my consultative sales process has been key to tailoring products to every client’s needs. As your LISI Regional Sales Manager in Orange County, I look forward to bringing you winning sales strategies and support.

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As your dedicated LISI Inside Sales Representative for Orange County, I bring over 14 years of insurance sales experience. Most recently, I served as an Inside Sales Representative with another General Agency in California. Before that, I worked for Ingram Micro as an Inside Sales Representative. I bring passion and dedication to helping brokers succeed, along with a strong commitment to integrity. I am known for being extremely easy to work with and very attentive to the needs of my brokers. You can count on me as your go-to person when it comes to problem-solving and strategic selling in small, mid, and large group medical as well as ancillary sales. I also specialize in helping brokers expand their portfolios with niche products.

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As Regional Sales Manager, I bring strong industry experience and a positive attitude. I am great at building relationships, partly due to the marketing and customer service experience I have gained with nationally known companies. My motto is that hard work pays off, which is evident in my unwavering dedication to meeting brokers’ needs. I am known for being very frank with brokers because I believe in setting the right expectations. Those who work with me know that I stay on top of things because I am structured, organized, and detail oriented, often answering questions before they’re asked. 

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I joined LISI in 1997 and I am considered one of their most seasoned professionals. I am ACA certified by NAHU, and I have extensive knowledge of its workings. My in-depth product knowledge and expertise in the small and large group markets gives me the ability to provide brokers with strategies to close the deal.

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My career in this industry began in 1978, and included working at Old Northwest Insurance Company. I am extremely knowledgeable in all aspects of health insurance, underwriting, claims, field service, and sales. I am co-President of the IEAHU, Desert Chapter and I have worked in the Inland Empire since 1987. Since joining LISI in 1998, I have remained committed to providing creative solutions, product knowledge, and local market expertise to help my brokers succeed in today’s competitive marketplace.

I joined the LISI team in 2011 with expertise in internal and external direct sales, which stems from my five-year tenure at WellPoint as well as being a broker. I also served as a Spanish Market Specialist for Blue Cross and Blue Shield.

Having previously owned a successful insurance business, I know what it takes to service a case from start to finish. Most importantly, I know what it takes to close a sale. I am highly motivated, industrious, and personable, and readily available to share my industry knowledge and provide assistance from sales, to bilingual enrollment, to ensure your success.

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