Protect Your People. Preserve Your Legacy. Build What Lasts.
I spent years in security protecting homes and businesses. Then I realized I was only doing half the job. Today I help families and local businesses protect their people, preserve their legacy, and build something that lasts — through trust planning, insurance, and a community funding program that costs local businesses nothing to join.
🤝 Share360 Community Funding — Free for local businesses Families
Who I Help
📋 Trust Preparation — Free consultation, know exactly where you stand
Most families have a will — or think they do. Very few have a trust. And almost none understand the difference between the two until it's too late.
We sit down with families and business owners and walk through their complete picture — assets, beneficiaries, family structure, and wishes — so they know exactly where they stand and what still needs to be protected. No attorney fees. No pressure. No obligation.
One conversation. Complete clarity. You'll leave knowing precisely what's covered and what isn't.
🛡️ Insurance Planning — Personalized, no pressure, multiple carriers
The trust protects what you've built. Insurance protects the people who depend on you. Together, that's a complete protection plan.
By the time we get to insurance, I already know your family, your assets, your goals, and your gaps — which means I'm not guessing. I'm recommending exactly what fits your life. As an independent agent working with multiple carriers, I find the right policy for you — not the easiest one to sell.
Term life. IUL. Final expense. Living benefits. Key person coverage for business owners. We find what fits and nothing more.
Most businesses want to give back to their community. They just don't have the budget to do it consistently. Share360 changes that.
I connect local businesses to a recurring monthly funding program for the charity of their choice — at zero cost to the business. No campaigns. No special events. No donation drives. Just consistent, automatic community impact every single month.
You choose the cause. I handle the rest. And the conversation costs you nothing.
Why Work with an Independent Agent?
Why Work With Me(and not a call center)
As an independent agent, I’m not tied to just one company’s products or quotas. I work with multiple carriers to find options that fit your goals and budget, not the other way around. My role is to educate, compare, and guide you toward the strategy that gives you peace of mind.
Education First: Clear explanations, no pressure
Flexible Options: Multiple Carriers, multiple policy types
Ongoing Support: Annual policy check-ups and adjustments
Virtual Meetings - Meet via zoom on your schedule
Book Free Strategy Call
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!