Why are you interested in insurance?
I am interested in insurance because it is a unique industry in which we can help individuals protect the assets that they spent their entire lives accumulating. People often tend to ignore insurance because it little to no room for financial gain. I feel it is important to educate people on the importance of protecting their assets before accumulating more wealth in order to ensure stability in their lives. This leaves me with a purpose of being able to make a difference in people’s lives by helping them prepare for the unexpected and avoiding the financial disasters than can occur from a lack of protection.
Tell me a little about your experience?
My experience starts at a very young age. I grew up in a family of Insurance agents (parents, grandparents, uncles, cousins, etc.) that have taught me the importance of protecting yourself from uncontrollable circumstances. Hearing about claims at the dinner table or just hanging around my parent’s office after school allowed me to listen and hear many different circumstances to where insurance was helpful to people and even some to where certain coverages were declined, leading to disastrous financial implications. Nearing the end of high school I took my insurance licensing test and passed as probably one of the youngest insurance agents ever. I spent some summers working in my mother’s office and learning the ins and outs while attending college. I later attended Westmont College and obtained a Bachelor’s degree in Economics and Business. I spent some time working in a Post office, at a Financial Advising Firm as an intern, and even in outside sales. Eventually, I felt a desire to come back and continue working in the insurance industry. I have been a full-time employee at TWFG Insurance Services since March of 2015, I have learned so much from great teachers and been able to advise many clients on the best way I think to minimize their risk of loss. I look forward to continuing to learn the rest of my life and pass that knowledge down to others who can truly benefit from it
What is your role at the office?
My role at the office is mainly as a producer. I work with mostly personal lines clients and write the new business that comes through our office. I also spend time servicing customers who need to make policy changes and am especially good at finding insurance for hard to place risks such as properties in Tahoe or high value properties that many insurance companies will not accept according to their guidelines. I also like to think that I am a student here as well since I am always learning from the best in the industry and am continuing my insurance education as I am on the path to obtaining my Charted Property Casualty Underwriters (CPCU) designation over the next year
What are your hobbies?
I love to play sports such as rugby, football, baseball and even love weight lifting. I also am very interested in world’s space exploration and love cutting edge science achievements that get posted in Popular Science magazines or news online. I also love spending time with my new wife Amanda and going on date nights with her when we have the opportunity.
What is one thing you want your customers to know?
If there is one thing I want my customers to know about me is that I am a Second Degree Blackbelt. The reason I say this is because it is a sign of honor, commitment and dedication to excellence that is very hard to achieve. Having this can show them that I will be committed to their situation and have a degree of honor to uphold when working in society and with my clients.
Anything else that you want to share?
Lastly, I want to say that I am very thankful for the opportunities that I have been given and will continue to make my friends and family proud of who I have become and developed into as a young man. I hope to continue to grow and pass a legacy of strong character down to my friends, family and others I meet as the years go on.