Founder | Accredited Business Intermediary

I help independent insurance agency owners explore confidential acquisition and partnership opportunities tailored to their specific goals - whether that’s accessing equity & resources while staying involved, transitioning out gradually, or exiting right away.

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My 32 years of professional experience, includes 17 years in insurance and financial services, plus founding and successfully exiting a national marketing agency.

Having been through the M&A process as a seller, I understand what’s at stake - your legacy, your team, and the business you’ve built. That perspective shapes every conversation I have with agency owners.

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I live in Melissa Texas with my wife Lisa. We've been blessed to raise three amazing children.