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- Founded Northwest Planning, Inc. in 1992.
- Recognized as a leading authority in the Long-Term Care Insurance Industry.
- Responsible for recruiting over 1500 agents in the past 13 years.
- Original board member of the American Association for Long-Term Care Insurance.
- Certified provider of the Washington State Six Hour Long-Term Care continuing education course.
- Developed dozens of Continuing Education classes concerning Long-Term Care.
- Has been a featured speaker at over 300 client seminars and agent training symposiums.
- Authored several articles on Long-Term Care Insurance.
- Has consulted with several carriers on product design.
- Personally sold over $1,000,000 in Long-Term Care Insurance premiums.
- Licensed agent since 1998
- Experienced pre-underwriting specialist
- Licensing expert
- Case design specialist
- Started with Northwest Planning Fall of 2000
- Financial Service Sales and Marketing Specialist since 1990.
- Marketing experience with major insurance company.
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