After graduating from the University of California, Davis in 1975, I started as an agent for State Farm in Santa Clara, California in 1976. I wanted to work for myself in an industry that I could feel good about helping others. Insurance was the answer and I wanted to work with a leader in the industry so State Farm Insurance was the choice.
Since 1982 I have had the opportunity to serve as a State Farm Insurance Agent serving Siskiyou County with an office in Mount Shasta, CA. I thought raising my sons in a small town was preferential to the metro bay area. That proved to be a good move for my family.
Mount Shasta gave me the opportunity to get involved in the culture and politics of the area. I served four complete 4 year terms on the City Council which included the honor of sitting as Mayor four times. I also served two partial terms serving out retiring council member’s terms. I started on the planning commission a couple of years before my city council service. I was a Boy Scout Leader, earning their Silver Beaver Award. Chamber of Commerce Board Member and President was also part of my community involvement. Currently, I am a member of the Mount Shasta Rotary Club and the local Elks Lodge.
Over the years as an agent, I discovered that making a difference in people’s lives was critical to my self-worth. After finding that life insurance was a key piece to every policyholder’s insurance plan, I went back to school and received my CLU, ChFC and CASL professional designations becoming a source of financial information for my policyholders. Now, much of my time involves retirement planning and coaching.
My team are all licensed professionals and can handle just about all your insurance and financial needs. We are here to help you with everything from home insurance, auto insurance, and life insurance to business insurance, banking and financial products for Mount Shasta, CA and surrounding areas including McCloud, Dunsmuir, Weed, and Yreka. Keeping your needs in focus for your risk management is our main goal. Call or send us a message below – we look forward to getting to know you.
September is Life Insurance Awareness Month!
Life insurance can feel complicated and overwhelming, but at its core, it's a pretty simple way to plan for the financial future of the people you love. Learning what life insurance is now can help you make informed decisions about the right ways to keep your family protected.
Life insurance is a tool to help make sure what you want to happen, will happen. And that's really what it's all about. None of us can predict the future. Most of us hope to be around for a long time. We want to grow old with our families, run our business until we're ready to retire, give back to our communities for years to come. But one thing that's certain about the future is that it has no guarantees, and we don't know how long we'll live. Life insurance is a way to help protect against this uncertainty. Whether it's paying off your home, other debt or helping to pay for college, the type of life insurance you choose can be there when it's needed most by your loved ones.
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