For over 20 years, I have been a State Farm Agent working with folks and families, young and old. I have met a lot of wonderful people at various stages in their lives. Some folks find me and my team after a frustrating experience with their previous provider. Others are just starting out and looking for more personal engagement having started their first job, or they were recently married, had their first baby, are new to the area or bought their first home. Unfortunately, our business is an "it will never happen to me" industry. Well, "it" does happen and often times we are the second call a customer makes after tragedy strikes. As you might expect after this many years, while working with this many families and businesses, I have been involved in a lot of those circumstances. I have been here helping after the loss of a job, or the end of a marriage, the passing of a loved one, or a pending relocation. It has been an amazing, fulfilling experience. We would be pleased if you wanted us to work with you too, supporting you during the good times, as well as the rougher ones.
We are a team of life-experienced professionals. We are not only a team of exceptionally knowledgeable about our industry and our products, we as a team have experienced every circumstance described above. We are not a call center in a rush to take your money and get you off the phone. Instead, we want to make sure we are taking care of you, helping you better than you knew how to ask. Getting to know you, helps us keep you protected properly and get you every discount you deserve.
Yes indeed, the way of doing business has changed. We still meet customers face to face, every day, except now most everybody prefers a video conference from the comfort of their home, office, or from their beach house! We are even available for video visits before and after hours. We just send you a link and you can see all our screens as we review your accounts. Absolutely yes, we still accept office visits, preferably by appointment so we know we are available for you upon your arrival.
Did you know that we are open 24 hours a day, 365 days per year? You call the same office number any time of the day or night. Outside of our regular business hours when you call our office, “Jake” or one of the other great folks in our after-hours service team will be there to help respond to most of your needs.
I will share a little about my experience before State Farm. I earned my undergraduate degree from University of California, Santa Barbara. And, in 2023, I finished my Master's Degree program in International Leadership and Management from the Thunderbird School of Management at Arizona State University. Though I have been part of the State Farm family since I was a kid in 1971, I had a career before starting my Agency in 2002. I managed three different National and one International company in the fields of Small Business Consulting, Medical Technology, and Information Technology. I have lived in the Wisconsin, Indiana, California, Oregon, Virginia, Belgium while managing Western Europe, and recently, Oklahoma. The combination of my Professional Experience and my Life Experience provide me perspective that is quite rare in this industry, and often times proves to be valuable in our discussions.
I was married once before, got divorced, and since my kids were young, I was a very happy, often times exhausted, full-time single father. It wasn’t easy, but I do not regret one moment I got to share with my kids. Raising kids today is never easy, even in the most supportive environments. Whether you are married, were married or remarried, I am sure parenting is a place we can often find some common ground. Now my oldest, a daughter, is a graduate of the University of California system, living and working here in Northern Virginia. My youngest, a son, graduated from Texas A&M and is working down in Austin, Texas. I am now permanently engaged to an amazing, kind, brilliant woman and she is the greatest partner imaginable. I now have a home in Tulsa, Oklahoma where I spend much of my time while she pursues her doctorate in Experimental Psychology. When I am there, I still work regular hours. In addition to being available by phone, I video conference daily with customers who join me from the comfort of their home, or sometimes, they come to our Leesburg office and join me along with a team member! It is great!
I am here to listen and draw upon my experiences as much as possible to help guide you through your most difficult days. I can review with you the ways you want to plan for a secure financial future. It’s usually not as difficult as might think! We just need to get started. First, we protect your foundation from sudden and accidental events. Then we plan for your near-term goals. After that, it’s time to plan for retirement. I look forward to talking with you, by phone, in person, or via video conference.
Thanks for taking the time to learn about me and our Agency!
