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Strategic Protection for
Growth-Focused Businesses

25+ years of experience delivering insurance strategy with the mindset of an owner, not a salesperson.

Backed by the national strength of EPIC Insurance, I help business leaders solve complex risk challenges with clarity and long-term vision.

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01

Owner’s Mindset

I evaluate risk the way I would if I owned your business.

Insurance Is Not a Policy.
It’s a Strategy.

Most brokers sell coverage. I design risk strategy.

02

Long-Term Planner

Not just renewal cycles, multi-year protection strategy.

03

Problem Solver

Complex claims, difficult placements, hard markets  handled.

Built for Serious Businesses

Construction & Trades
Real Estate & Development
Healthcare
Manufacturing
Professional Services
Growth-Focused Private Companies

If you are scaling, restructuring, acquiring, or facing a complex risk issue — we should talk.

Comprehensive Risk & Insurance Solutions

Delivered through the national platform of EPIC Insurance, with local strategic leadership.

Property & Casualty
Executive Liability (D&O, EPLI)
Cyber Liability
Professional Liability
Complex Claims Advocacy
Risk Strategy & Planning
Employee Benefits
Executive Benefits

Asset Protection

Management Risk

Information Security

E&O Protection

Consulting

Advisory

Human Capital

Retention Strategy

My Strategic Process

01.

Discovery

Deep review of operations, exposures, and growth plans to understand the unique risk DNA of your business.

02.

Risk Audit

Identify gaps, inefficiencies, and hidden vulnerabilities that often go unnoticed in standard renewal cycles.

03.

Strategic Design

Structure a tailored insurance roadmap built on the national technical expertise and market access of EPIC Insurance.

04.

Ongoing Advisory

Quarterly reviews and multi-year protection planning. Long-term alignment ensures there are never any surprises.

25+

Experience That Matters

25+ Years in Insurance & Risk Advisory

Trusted Advisor to Business Leaders

Backed by EPIC's National Platform

Advocacy & Market Access Strength

EPIC by the Numbers

$1.5B+

in Revenue

3,500+

Employees

100,000+

Clients

15th

Largest Privately Owned
Insurance Company

Let’s Take a Strategic Look at Your Risk.

If you are confident in your coverage,  I will confirm it.
If there are gaps, I will fix them.

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