Financial Advisors

Financial Advisors!

How can we work together?

What do you want to DO for your clients?

✅Increase Cash Flow for Retirement Funding

✅Help Their Business Grow

✅Open a 401k

✅Reduce Employee Turnover

Let me help make your life easier... Let's talk MONEY!

Imagine increased profits and cash flow for clients

When employees are skilled and experienced

vs inexperienced new hires

Together, we can make this a reality through proper Group Benefits

Help your business clients save money on Group Benefits

While providing better coverage when something happens

Put those savings in investments with you

The right Group Health Coverage keeps employees happy and protected

Let's work together!

General Disclaimers/Disclosures to Satisfy the Attorneys/Legal Dept

I am a licensed Insurance Agent in any state I do business in

I am not an attorney, I do not give legal advice but I know some if you need one

I am not an accountant, I do not give tax advice but will direct you to talk to one and have some I can introduce

I am not a doctor, I do not give medical advice but I can help look up doctors in your network

I represent multiple carriers so I have more options for you

I mainly do virtual appointments, I live on top of a mountain in the middle of nowhere (about 45 minute to Crossville...you know, the BIG CITY ;)
And an hour north of Chattanooga TN

Some policies are guaranteed issue, some require underwriting

Your privacy is important to me, if you are referred to me by someone, I might tell them "Thank you for the referral" but will not use your name or discuss our conversation

Not all products are available in all states

We do not offer every plan available in your area. Currently we represent 4 organizations which offer 26 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

Updated 04/10/2026

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