President
Welcome! I’m glad you’re here. Allow me to tell you a little about myself.
I am a CPA and independent insurance & financial advisor serving the Valley of the Sun and all 50 states — helping you make the smart choice.
For four decades, I’ve sat on nearly every side of the financial table.
I began as a CPA with a ledger and a conviction that the numbers should tell the truth — first in public accounting, then as a controller and CFO for construction firms, real-estate developers, and a $50-million commodities brokerage, and for a string of the nonprofits I care about most: the YMCA, the United Way, and schools serving kids and families who needed someone in their corner. Along the way, I helped hundreds of organizations across North America modernize how they operate — building the accounting systems, processes, and controls that let good people make better decisions.
That’s an unusual résumé for an insurance broker. It’s also exactly the point.
Most people buy insurance and financial products from someone who sees only one small slice of their life. I built The Smart Choice to be the opposite. As a CPA, I look at the whole picture — your taxes, your cash flow, your business, your retirement, and your family’s protection — and then, as an independent broker appointed with
most people buy insurance and financial products from someone who sees only one small slice of their life. I built The Smart Choice to be the opposite. As a CPA, I look at the whole picture — your taxes, your cash flow, your business, your retirement, and your family’s protection — and then, as an independent broker appointed with more than 75 carriers, I shop the entire market to find the right coverage at the right price. No house brand to push, no single company’s interests placed ahead of yours. I practice a kind of brutal honesty — especially when the truth is the hard thing to say — because you deserve an advisor who tells you what you need to hear, not what’s easiest to sell. And I treat every client like a guest in my home.
I’m licensed across all of it — property and casualty, life, health and disability, Medicare, commercial lines, and annuities — a licensed CPA since 1989, a member of the American Institute of Certified Public Accountants, and a licensed real estate agent as well. I’m based in Surprise, Arizona, proudly serving the greater Valley of the Sun, and licensed to serve clients in all 50 states.
Beyond the spreadsheets, when I’m not working, I’m usually laughing. I love live music (I’ve got the collection to prove it), movies, theatre, and stand-up — my favorite place on earth is The Second City in Chicago, the birthplace of improv comedy. I’ll take almost any sport you can name, from racquetball to softball to basketball, and I just picked up a mountain bike to start hitting the trails. I’m a lifelong dog lover, especially golden retrievers — loyal, kind, gentle, and endlessly fun, which happen to be the very traits I look for in people.
I’ve also been fortunate enough to live, work, or play in 47 of the 50 states — an uncommon adventure I never take for granted. In fact, I make everyone I meet the same standing offer: guess the three states I still haven’t set foot in, and dinner’s on me.
I live with passion and compassion, and I believe people should be judged by the content of their character. Whatever you’re protecting or planning for, I’d be honored to be your trusted advisor — and to help you make the smart choice.
