About me

When I was 22, I started my own company.  I decided I was going to have the best bakery in the San Jose Bay Area.  As a young business owner, I had a lot of learning to do. I basically flew by the seat of my pants and got taken advantage of a few times along the way for simply not knowing.  The great thing about all experiences in life is that we learn.

I was able to be on a reality show for 7 weeks and see how Carlo’s Bakery (the Cake Boss) was managed with different people owning different responsibilities.  (Check out "The Next Great Baker, Season 3 on Hulu to see me in action!)

I had my cake business for 12 years before I sold it and I learned a lot in that time.  I worked with different employees and learned how to deal with different personalities. In fact, one employee taught ME the compliment sandwich. 

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When I moved to Colorado in 2013, I became an insurance agent and started to focus on learning Medicare inside and out.  I fell in love with the people going into Medicare and those who had been in Medicare for several years. 

 

I started to see a pattern that many people didn't understand their Medicare insurance and I felt very sympathetic to them.  This is what lead me to continue my study and passion for Medicare.  It's not so much the "Medicare" that I am so head over heels for, its the people. 

 

I’ve also been privileged to work with multiple small business owners in providing solutions to everyday problems and I see how simple solutions pay big dividends in the way of positive outcomes.

There were moments in my business when I remember feeling a little lost and I didn’t think there was anyone who could help me. I think a lot of Small Business Owners feel that way.  We jump into a passion and run with it and then "life hits" and we don't know what to do.  We don't know who to turn to.  

 

When I discovered the legal protection plan, I started thinking of all the times in my life and in my business when I could have used the services and saved myself a lot of time, money and stress.

 

My number one goal is making sure my clients have the most appropriate product for their needs and not over insuring or leaving them vulnerable with too little. I want my clients to know how the products they sign up for work and how they will benefit from them. I make it a point to educate myself about the products I offer so that I am not just going off the cuff. It’s important to me that my clients can trust me as a person as well as believe that I know what I’m doing.

 

I also work in the employee benefits arena.  I enjoy presenting benefit options to groups.  I find it a challenge to create ways to present a typically boring topic in a way that the employees are engaged and entertained. 

I am also available to speak to Chambers, Networking Groups, Associations, and Management Teams about the reality of Identity Theft.  I have given educational presentations to many groups and am happy to offer this service to you.

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