BUSHIDO - My Code

Accountable | Beneficial | Strategic | Objective | Loyal | Unique | Transformative | Ethical

Operational Principle - To help my clients maximize insurance and risk management solutions that assist in gaining and sustaining financial stability for today and the future.

Motivating Objective - To provide holistic insurance and risk management programs for our clients.

Aspirational Intention - To become a premier national insurance and risk management consultant.

 My team and I deliver concierge level service regardless of client size. Our clients include, for-profit companies, local, state and federal government entities nonprofit organizations, and individuals.  We specialize in commercial property & casualty insurance placement, employee benefit consulting, individual insurance brokerage, and wealth management solutions.  We are not aligned with any specific insurance carrier or financial service company. Therefore, we can be completely objective when we evaluate insurance and wealth management options for our clients.

Below please find the tools we utilize: