Describe your business. Did you find it, or did it find you?

My greatest interest in life has been working with and helping people. Whether it was my high school and college football teams, four years in the Navy, or my 30 years working in consulting businesses across the country, people have been the focus. My insurance career has now moved toward a specific category of expertise—senior services, which includes assistance with Medicare, long-term care, and life and final expense insurance products, as well as retirement planning. Since I—as well as many of my family members, friends and clients—am at the age where we need these products, it seemed natural to become a reliable source for these needs. As one nears 65, they get bombarded with confusing information about Medicare and are faced with important decisions that have to be made in a timely manner. I help my clients understand Medicare, as well as these other types of insurance, and assist them to get the most up-to-date suitable plans.

What was the first job you ever had, and what did you learn from the experience?  

When I was 14, I got hired at Harvey’s Carwash in Sacramento. It was my first experience with the challenges of customer service. I remember thinking I’d do the best that I could and hope it worked out. I learned you can’t please everyone, even if you do your best.

What life accomplishments are you most proud of?  

Marrying my high school sweetheart, establishing my own business, and enjoying the many friendships I have.

What’s your hidden talent?  

I play the guitar.

What’s your favorite place to eat out locally?

Selland’s Market-Café and Bistro 33.

And finally, customer service is…?  

Customer service is recognizing the importance of each person being served and doing more than what they expect. It is what I strive to do, and I believe my business has been built upon referrals because of it.

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