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Best description of our agency can be summarized in 3 Words: Service, Service, Service.
What makes us different from other agencies?
It’s no surprise that like any business, Insurance companies will always be competing for your business. Some offer “low” rates others have very funny gimmicks in advertising, however we found that like any other business the key to success comes down to customer service.
We strive to offer our services with the outmost professionalism, respectful, knowledgeable, and most importantly dedicated and personal care for each and every one of our customers.
Why is it important to work with a dedicated Insurance agent?
When purchasing a product or service unlike most businesses it is rare to continue an ongoing relationship with the company or person that helped you with the sale.
Year after year We have the privilege to get to know you, your spouse, your family and we will be with you during your accomplishments (when acquiring assets like buying a car or a house, for example) but also during financial stumbles (such as personal losses or claims against you).
What is our goal?
Our job is not to sell you an insurance policy, but to educate you on how to buy one. Our goal is to build a strong relationship of trust and open communication. We strive not just to gain your confidence but to keep it.
You’ve worked hard for what you’ve got! Our job is to help you give you the tools to help protect your hard-earned assets (current and future).
We will be with you every step of the way!
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Prior work experience
Family owned business (Grocery store and restaurant)
… – 2003
Growing up my family owned several small businesses and as part of the family you are expected to pitch in. I learned firsthand about business management and customer service skills.
Wells Fargo Bank
Teller 2003 – 2004
Although I worked a few odd jobs here and there, my first financial job was at 21 years old with Wells Fargo Bank. As a teller you are the front lines for the banking institution; helping people with cash deposits, withdrawals, answering basic questions about their accounts, providing solutions and services such as: Money Orders, check orderings, cash advances, etc. A teller is expected to discover and offer potential services and products depending on the customer’s needs.
Wells Fargo Bank
Personal Banker 2003 – 2006
Helping people open and manage checking, saving and credit line products and services including: Personal and Business Credit cards, personal loans, auto loans, Home equity loans, etc.
Working in the banking industry taught me a lot about finance in general including how people conduct business, how people manage their funds and some of the benefits and pitfalls of investing and borrowing. It was an eye opener to see how money can work for you and how to best manage your assets.
Nation Wide Home Lending
Loan Officer 2006 – 2009
With a finance background, I was recruited at the bank by the CEO of a highly successful lending firm. I was trained and worked as a loan officer helping first time home buyers with their very first purchase and others to refinance to either lower their monthly payments or cash out some of their equity.
My main goal for working in the mortgage industry was to become as knowledgeable as possible to some day invest in real estate myself. I learned about how interest rates are compounded in a loan, how the loan is structured to pay off and what lenders check to approve someone for a loan.
Insurance Agent 2009 – 2020
Throughout the years I noticed the need within the community in regard to the education and guidance in asset protection and investment opportunities; I partnered up with Farmers Insurance and launched a very successful agency were I received numerous production awards and bonuses as a reflection of the hard work and dedication to educating the community.
Asset protection is key as part of wealth management I quickly learned the importance of not just building wealth but the ability to keep it in the event of a possible loss.
Personal Agent of the year several years in a row.
Chambers Bay Insurance/ InsuranceNW
Insurance Broker 2020 – present
It was an extremely hard decision to leave Farmers, but after a lot of research, looking at the numbers and the path I wanted to take my business it just made sense!
From year one I achieved several awards and consequently multiple championships, topper clubs and being Personal Lines Agent of the year in my district several years in a row, I realized that I could put my talents into an agency that would allow me greater flexibility, competitiveness and amazing support!
Through Chambers Bay I am able to offer a much wider array of insurance solutions to my customers, greater flexibility, better rates and overall better service.