About Us

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I own Be Your Insurance and Financial Services. I received my Bachelor of Arts degree in Business from the University of Washington in 1970. I have been an insurance broker since 1978.

I am in the financial services business with a very unique approach in that I help people find money they are currently losing unknowingly and unnecessarily.

There are two ways to help people financially.

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1. Find better products that potentially pay higher returns often requiring more risk.

2. Be more efficient by avoiding unnecessary losses.

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I believe there is more opportunity to serve my clients by helping them avoid the losses than by picking the winners.

There are five major areas of wealth transfers where people are potentially losing money unknowingly and unnecessarily:

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1. How they pay for their houses (mortgage).

2. How they manage their taxes (taxes).

3. How they fund their retirement accounts (qualified plans).

4. How they pay for their children's education cost (educational expenses).

5. How they pay for major capital purchases like cars, weddings, vacations (major purchases).

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