We’re Back! In the mid 80’s I was the Marketing and Operations VP for Great Fidelity Life, located in Evansville! Great Fidelity was a subsidiary of an insurance carrier located in Fort Wayne. Basically, one week per month I would travel to Evansville to work with the employees. We hired this wonderful lady (Sharon) to manage the Claims Department. The decision was made to move the company to Fort Wayne and Sharon decided to remain with the company and relocated. Eventually, because of her industry reputation in Claims and management, a company in Atlanta offered her a great deal and she left us!
In 2007 I moved to Georgia and went to her company to see if there was a position available – I’m now too old! Out of respect for the past, Sharon and I went to lunch – we started having regular phone conversations and eventually decided to get married! At the beginning of 2019 we discussed “downsizing” the 2-story home to a ranch style. I asked her “where would you like to move”. Her answer was back to Evansville where she grew up! It seemed like a wish made in heaven, so We’re Back!
Having served in various positions in the Insurance Services industry for 40+ years, my chosen specialty is working with individuals and small businesses by offering various life and health products to fit their needs. My primary passion is helping people understand the importance of Long-Term Care Insurance and the options available.
President of a small insurance company specializing in Life, Medicare Supplements and Long Term Care – responsible for all company operations – South Carolina.
VP of Individual Sales, life and health insurance carrier in Roanoke, VA
VP of Marketing/Manager of Operations, life and health insurance carrier – Fort Wayne, IN
V P of Marketing, life and health insurance carrier – Murfreesboro, TN
V P of Marketing, life and health insurance carrier – Raleigh, NC
Regional Marketing position both in North Carolina and Western States
Licenses and Certificates
Life and Health Insurance Licenses since 1971
Chartered Life Underwriter – CLU
Chartered Financial Consultant – ChFC
Registered Health Underwriter – RHU
Registered Employee Benefits Consultant – REBC
Certified Senior Advisor – CSA
Certified Public Accountant – CPA (licensed, non-practicing)
Education and Training
Master of Science in Financial Services – MSFS, American College, Bryn Mawr, PA
Master of Science in Management – MSM, American College, Bryn Mawr, PA
Associates degree in Accounting, Sinclair Community College, Dayton, OH
Completed CPA Certificate in 1991
Past Chapter Chair of SCORE 717 – headquartered in Gainesville, GA
Member of Warrick Chamber of Commerce
Member of the Southwest Indiana Chamber
Member of Society for Human Resource Management (SHRM)
Member of the American Association for Long Term Care Insurance
Member of Indiana CPA Society