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About Me

I have worked in the financial services industry right out of college. I have focused on financial planning and insurance for over two decades.  

I bring a rather unique perspective and skill set to the agents and financial advisors I have the privilege to work with having been a career agent, an independent broker, a registered representative, and both an internal and external life insurance wholesaler. 

My truest passion lies in helping other advisors achieve their goals. Whether it be gaining and retaining clients, marketing new concepts and strategies, product knowledge, or scaling their business I cherish sharing the journey with them.

Meet the Team

Maria Thibodeaux

Life Insurance Case Manager

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Binh Nguyen

Life Case Design Specialist

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