After completing over 10,000 electrical and HVAC jobs, I entered homes and businesses across many income levels. Again and again, I observed something that had little to do with electricity or air conditioning: many hardworking people had built careers, homes and families but had never been given a clear conversation about how money, protection and retirement fit together.
Before entering insurance, my professional background also included business experience and work as a business account manager, where learning systems deeply and being able to answer customers' questions became part of my approach.
A chance conversation in a Starbucks introduced me to a different side of the insurance and benefits industry. I studied, became licensed in insurance, and began looking at the industry through the same lens I had used throughout my technical career.