Learn more if you are an advisor or agent wanting a better way to serve clients, learn more about incorporating The And Asset™ into your own practice, getting great resources, or want to promote The And Asset™.
I believe the And Asset is the #1 Foundational Asset and I aim to help inspire people to see and reach their highest potential. My role as CEO is to oversee the vision of the And Asset Company and develop educational content regarding the And Asset.
And Asset Specialist
My role as an And Asset Specialist is to help clients properly structure and And Asset, while educating them on the most efficient way to use this tool to support intentional living.
Underwriting & Client Service Manager
My role has been, from its inception, to serve and assist within a Client Service capacity, primarily in the space of underwriting w/ our insurance branch (Life & DI).
My role is to serve our clients to the best of my ability, and make sure that the relationship between our insurance carriers and our clients is well maintained, and requests are processed in a timely manner.