About Me

I started wholesaling in 1995 after graduating with a Bachelor of Science in business management from California Polytechnic University in San Luis Obispo, California.

Since then, I’ve held positions at several large life insurance and mutual fund companies. Throughout my career, I’ve served various channels and roles, including regional vice president, regional sales manager, and annuity wholesaler. My deep knowledge of the annuity product distribution channel makes me a valuable resource to financial and insurance professionals.

Joining Simplicity InsurMark in 2026 as an Advisor Development Consultant presented a new opportunity to help financial and insurance professionals grow their businesses by providing guidance and support in branding, digital presence, lead generation, database nurturing and analytics, and practice management.

Today, I reside in Huntington Beach, California, where you can often find me enjoying the beach and surfing.