Founder | Accredited Business Intermediary

I help independent insurance agency owners explore confidential acquisition and partnership opportunities tailored to their specific goals.

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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 navigated the M&A process as a seller myself, I understand what’s at stake - your clients, your team, and the value you've spent years building.  That perspective shapes every conversation I have with agency owners.

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Once I have a clear picture of your objectives - whether that’s unlocking equity while staying involved, easing into a transition, or exiting outright - I’ll introduce you to an investor partner who respects your agency's value and aligns with your personal and financial goals.

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