As an Insurance Specialist with Kinecta Wealth Management, I have developed a specialization in working with individuals, families and small to mid-size business owners, understanding the unique challenges they face in safeguarding their financial well-being. By providing tailored insurance strategies, I strive to empower them to protect their livelihoods and loved ones from unforeseen circumstances. With a career spanning over 36 years in the financial services industry, my primary responsibility is to assist clients in managing the risks to their financial freedom arising from untimely death, illness or injury.
Throughout my career, I’ve held various roles that have enriched my experience in insurance and financial services. My extensive knowledge and expertise led to me consulting with the top 10 insurance providers to establish a market for advanced markets life insurance in banks. I have led business development and account management for two top 5 insurance companies, specializing in annuity, life, and long-term care insurance products for 16 years. Before starting my career, I pursued my education at Illinois State University.
What motivates me is the opportunity to assist clients in thoroughly enjoying their lives with their families, free from the concern that a catastrophic health event or untimely death could devastate their family's savings. I find immense satisfaction in helping them pursue a level of financial independence that allows them to pursue their dreams and aspirations. I firmly believe that by mitigating risk and ensuring adequate protection, individuals and families can thrive even in the face of adversity.
I reside in beautiful Orange County, California, with my significant other, Diane. Outside of my professional commitments, I cherish spending quality time with my son, Danny. We enjoy engaging in various activities together, such as skiing during the winter and playing tennis year-round. I also enjoy mountain biking and have recently joined the pickleball craze, embracing new experiences and staying active.
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