In 1998, I embarked on my professional journey as a captive agent for Bankers Life and Casualty, focusing primarily on the senior market for nearly a decade. In 2008, I made a significant transition, becoming an independent broker. This change expanded my perspective, allowing me to discover a myriad of solutions to meet my clients' diverse needs. Over the years, I've had the privilege of serving many loyal clients who have remained with me since my early career. Today, my business predominantly thrives on referrals. My unwavering commitment is to deliver an exceptional experience to my clients, characterized by top-notch service, education, and the cultivation of enduring relationships.
About
Above all, my primary objective revolves around attentively listening to your unique needs. It is important to note that there is no universal solution. My goal is to provide you with comprehensive education about your available options, offer insights and recommendations based on what I believe would be most suitable for you, and allow you the necessary time to make an informed decision. My aim is to cultivate a comfortable and enduring client-advisor relationship.
While we may not interact frequently, perhaps only once a year during reviews, you can anticipate receiving informative emails, addressing pertinent topics. My existing clients place great trust in my ability to offer clear and straightforward guidance, which is why they confidently refer their family and friends to me. I eagerly anticipate the opportunity to become your trusted advisor as well.
Why work with Helene?