Team Networking
McGriff Insurance Services paired with Truist has created an absolute powerhouse. There is nothing like it in our segment of the financial services industry. I leverage big broker capabilities with a personalized boutique, agency level of service from start to finish. The unique client-centric approach informs everything we do at every level, which allows me to customize coverage and optimize costs to protect your unique business challenges, goals and vision.
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Marsh McLennan HUB International Texas SOLV Risk Solutions
Presenting the best resources to my clients so that they can control costs and thrive. My competition operates under models that reward efficiency and profits for the insurance agency. As the producer, I feel it's my job to make sure that my clients get what they need no matter the cost. That makes me different.
Any and all middle market and large businesses looking to get creative with the way they manage their business's risk. Middle market means a business insurance spend of $500,000 or more for their coverages (annualized across their business insurance program). That being said, I will look at startups with financial backing and a growth plan that I can get behind. I specialize in the finance side of real estate and construction. Multiple asset portfolio's & operator/developers. Typically, these entrepreneurs specialize in certain markets and deploy capital stacks over time. Maximizing their portfolios so that they drive returns to investors.* *Investors include private and institutional and not to be limited further.
