Experience
18 Years in Industry & 6 months at InCite
- Grew up as an advisor, division leader, director of sales and currently Chief Operating Officer.
- Understand and am passionate about sales, service, client experience and agency operations.
Experience as a Member at InCite
“Being a member at InCite has taken our firm to the next level. The focus on Best Practices from our advisor and other members has accelerated our growth and foothold in the market. The Intellectual Property (specifically the Producer Planning Tool and Reverse Performance Management), Best Practices and quality of members truly makes the professional value second to none.”
What do you enjoy about being a Leader at InCite Performance Group?
“I am passionate about the mission of InCite and helping independent agencies grow and perpetuate.”
What unique value do you bring to the membership?
“My experience wearing many hats from Sales and Service to Operations, in conjunction with a strong understanding of insurance agencies, gives me the ability to evaluate challenges and opportunities from all angles and help collaborate to find a solution.”
Certifications and Skills
- Certified Insurance Counselor (CIC)
- Organizational Health
- Communication Strategy
- Client Experience Development
- Strategic and Tactical Planning
- Project Implementation