
Senior Market Insurance Leader
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Senior market insurance leader with 15+ years of experience across Medicare Advantage, Medicare Supplement, and Final Expense product lines, combined with deep agency-building and agent recruitment expertise. Proven track record as both a carrier-side Medicare Sales Executive and a long-tenured independent Medicare broker, with hands-on experience recruiting, licensing, and training producing agents. Skilled in CRM-driven sales management, certification compliance, and building captive agency structures that scale.
Agency Operations Manager / License Facilitator at A-MAX Auto Insurance (2025-01 – 2026-01)
Personal Lines Insurance Producer at Confie Corporation / Freeway Insurance (2022-01 – 2025-01)
Independent Medicare Broker at Self-Employed (2006-01 – Present)
Operate an independent senior market brokerage under direct contracts with multiple carriers, advising clients on Medicare Advantage, Medicare Supplement, and Part D plans across Southern California. Build and maintain a referral network through community outreach, educational seminars, provider partnerships, directly relevant to building a captive agency from the ground up. AHIP-certified annually; maintain strict CMS compliance across all marketing, enrollment, and sales activities.
Manage personal sales pipeline and client relationships using CRM and quoting software.
Medicare Sales Executive at Blue Shield of California (2018-01 – 2019-01)
Claims Adjuster – Bodily Injury & Liability at Wawanesa General Insurance (2013-01 – 2018-01)
Juris Doctor in Law – Southern California Institute of Law (2009-01)
B.S. in Political Science – Northern Arizona University (1997-01)