“Finding Simple and Sensible Solutions”

Welcome! Being an Independent small business owner, I believe in transparency by sharing a brief overview of my Financial Services career and my passion to listen, educate and provide options for each client. Understanding the importance of having the best suited policy or policies for your current or future needs is imperative.

My experiences are diverse as an Independent Consultant/Agent being appointed with numerous insurance companies. Knowing the current marketplace and seeking solutions for each person, family, or business. For over 14 years my passion is helping individuals and business owners navigate the complexities of finding the proper and affordable insurance for their needs. I don’t endorse one product or one company as doing what’s best for each client.

I’ve specialized with FRS employees in Miami Dade and Broward Public Schools by reviewing, educating, and offering savings and options to employees for starting a 403b and verifying they understand the benefits that are directly drawn from their payroll deuctions.

Being raised in a small Midwest community it taught me a strong work ethic, problem-solving skills, and the importance of accountability. My Bachelor of Science in Education/Music Education and Master's in Adult Education has served me well as a foundation for educating, being resourceful and understanding everyone learns differently no matter their age. South Florida has been my home for 28 years and have immersed myself with volunteering as a Chairperson with ACS: Broward STRIDES Against Breast Cancer, being a leader and involved with different ministries in my church for 25 years and being a member and leadership roles within my BNI chapter for the past 8 years.

My most challenging battle has been my Breast Cancer journey beginning in 2012 and currently a Thriver! With my faith, determination and resilience I continue to fight, savoring the small victories! Let's challenge ourselves each day to have more patience, be compassionate and practice kindness. Each day is a gift~

Be well,
Connie