I have been in the financial services business since 1989. In the early 1990’s I was referred to a resident physician at UNC Hospitals. During our first meeting, I helped the doctor understand the importance of having insurance coverage. He initially purchased a small disability policy with a purchase option. Our business relationship and friendship grew from there. The doctor is a client and friend to this day. From that experience, I decided that working with resident physicians was a market I wanted to specialize in.
My goal and objective in working with Resident Physicians, is to establish and build solid, long-term relationships. The products and strategies I present and implement for my clients, you will one day need to consider for yourself. I realize that every doctor has different goals and objectives. My job is to listen to your concerns and desires, then design a plan that meets your current objectives. Once designed, it is important that the plan and your objectives be reviewed on a regular basis. Upon completion of your residency, whether you stay in state or relocate out of state, I am committed to being your guide regarding disability insurance. If I can be of any help to you at this point in your career, please let me know