I am responsible for protecting my clients’ families, livelihoods, possessions, health and life styles. In order to provide the right protection, I need to talk with each client, in-person, on an on-going basis.

This is the only way to understand who my clients are, their financial situation, their goals, and what has changed since the last time we talked.

This requires time. Which means I limit the number of clients to spend enough time with each client.

Our lives are incredibly special.  This is how I work with each of my clients.