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About Me

With 25 years of experience in the financial services industry, I have developed deep expertise across both retail and B2B sectors. My extensive background includes helping clients navigate complex financial decisions, providing tailored solutions to meet their unique needs, and mentoring other professionals in the field. Over the years, I’ve built a reputation for delivering strategic insights, fostering lasting client relationships, and driving growth. My passion for financial education and development is at the core of everything I do, ensuring clients and advisors alike can achieve their goals. 

Over the years, I’ve built a reputation for delivering strategic insights, fostering lasting client relationships, and driving growth. My passion for financial education and development is at the core of everything I do, ensuring clients and advisors alike can achieve their goals.  

Meet the Team

Ben Grams

Sales Director, Simplicity Life

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Maria Thibodeaux

Life Insurance Case Manager

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Binh Nguyen

Life Case Design Specialist

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Michelle Anderson

Annuity Case Manager