Story behind the business
One evening in 1989, my dad came to my house for dinner and suggested that I join him in insurance business. At the time, I was running a music school which I had grown from 1 to 95 students. What he said was, "you've been a musician and a business woman for years. Now you work while your own children are home from school. Come into my business and I'll teach you everything you need to know; you can be there for your kids and have a great career too!" Heeding his advice was the best decision I ever made.
Everyone has their own reasons for making career choices. My dad highlighted a great reason for me to make that career change and I was blessed with his company and mentorship for over 8 years, until he passed away in 1999.
In January, 2016, I celebrated my 25th anniversary in the insurance industry. And in that time, I have experienced many of the same life events that my clients have. This gives me a unique and personal perspective on their financial security.
Over the 25 years that I've been in the business I have served my clients with the business values that my dad taught me. Listen, problem solve, explain, and be there for your clients.