I have over 25 years of experience assisting people all over Idaho and Oregon with their insurance and financial needs as bank branch manager, credit union executive and financial advisor.

As a financial and insurance professional, I work primarily with those ages 65 and above who are concerned about their health plan as well as creating and preserving their legacy.  This focus gives me the depth of knowledge needed to most effectively serve Social Security recipients in Idaho and Oregon in the areas of Medicare, protection of financial assets, long-term care, and final expense.

I pride myself on teaching these subjects to clients so they can make highly informed decisions, and also on making recommendations for change only when there is a clear benefit.  It is because of this level of service that I enjoy great relationships with clients on an ongoing basis. Born and raised in Idaho, I am a husband, and a father of nine children!

I have a depth of in-field knowledge and experience and stay abreast of issues that may affect my clients.   Working with over 100 “A” rated companies allows me to best match specific solutions to each client. Never making recommendations unless there is a specific improvement to be gained, I am dedicated to serving our clients through education as well as improved safety and protection and will be delighted to assist you at any level you desire.