In 2010, when I met my mentor, Tim Geary, I saw how meaningful our relationship would be. He helped people, including my family, understand how to protect what we have and grow our wealth. I wanted to help people on a bigger scale. While I’ve been in sales almost my whole life, I knew then, that this was the person I wanted to be for others. We are helping people accomplish their financial goals, send their children to college, become homeowners, and plan for their retirement.
Building meaningful relationships and connections with others is important to me. There are only two outcomes for every interaction. It’s as simple as either helping or hurting; my intention is always to help them. I love working with families to pursue their goals. I look forward being “their guy”.
Everyone loves the good times. But when I came across my first death claim, things set in. My client lost her husband and had a mountain of hospital expenses. I saw a good woman that was shattered with defeat. She was worried about keeping up with her mortgage payments, planning her husband’s funeral, and various other financial obligations. I helped her with her claim that took care of her financial worries. The gratitude she expressed was remarkable. I somehow made her smile and relieved her troubles in the hardest time of her life. As heartbreaking as it was to be part of her process, I enjoyed being the “guy” that was dependable. That was the moment I felt credible.
If you have a good grasp on your financial path, you can spend more time on things you care about. Our job is to structure a specific strategy suitable for you. Most want quality time with loved ones or to be capable of providing opportunities for their children. Maybe they want to travel and create lasting memories. People want to be able to experience everything possible in a lifetime. A good financial strategy allows you to make the most out of your time.
My insurance philosophy in action: Life is precious. Protect its potential.
Five rules I live by:
- Be present. Trade expectation for appreciation.
- Wholeheartedly support your children through the good and the bad, so they are confident in your love at all times.
- Focus on what you can control. Don’t let outside circumstances diminish your productivity at work or time spent with family.
- Start small, and be consistent. Focus on getting a little better every day.
- Life is a one-shot deal. Reflect and thank God daily.
- Trust is most important. We need to trust and understand each other through clear prompt communication.
- Need adequate life insurance that fit your needs and budget.
- Know that I have your best interests in mind. Everything we have done together was to better the wellbeing for you and your family.
- Value protecting and growing your retirement account.
- Are acceptable if I send you referrals for your business. We constantly try to help each other grow in our businesses.
- I want to help others in the biggest way possible.
- Seeing my children grow their talents reminds me that I must always grow.
- I want to be able to provide every opportunity for them to pursue their dreams and make use of their talents.
- A hobby of mine is coaching my children’s sports.
- One goal I am currently pursuing is to walk three miles daily.
Education: University of Oregon
Degree: Political Science
Licenses: Life & Health Insurance, Property & Casualty Insurance
Ready to take the next step?
- Let's make sure that we are a good fit for each other. Then simply perform. “A true professional performs every time” – Tim Geary