An independent advisor for Palm Beach County.

I live and work in Boca Raton, and I cover the county from Deerfield up to Jupiter. Life insurance is the bulk of what I do — term, whole life and final expense — alongside annuities, Medicare Supplements and the dental, vision and hearing plans Original Medicare leaves out.

Serving Boca Raton, Delray Beach, Boynton Beach, West Palm Beach, Lake Worth Beach, Wellington, Jupiter, Palm Beach Gardens, Royal Palm Beach and Greenacres.

Why local still matters when the paperwork is digital

Almost all of this can be done over the phone, and often is. But an application for life insurance asks questions people would rather answer face to face, and a Medicare decision made at 64 shapes the next twenty years of someone's healthcare. I would rather sit at your kitchen table for that, and in this county I can.

Being in Palm Beach County also means I know what you are actually dealing with. Hurricane season and what it does to a household budget. Snowbird families split between here and somewhere colder, which raises real questions about whether a Medicare Advantage network follows you north in June. Adult children up in Broward. Parents still in the Northeast. These are the ordinary complications of living here, and they change the answer often enough to be worth knowing about.

Where I meet people

Boca Raton, Delray Beach and Boynton Beach are a short drive and I will come to you. West Palm Beach, Wellington, Lake Worth Beach, Jupiter, Palm Beach Gardens, Royal Palm Beach and Greenacres are all comfortably within range with a little notice. If you are outside the county, or outside Florida entirely, I am licensed in 30 states and we can do the whole thing remotely.

What I am most often asked for here

Final expense cover — the single most common request from people over 60, and the product I place most.
Term and whole life — for younger families with a mortgage and children at home.
Medicare Supplements — particularly from people who travel and do not want a network deciding where they can be treated.
Annuities — for retirees who want income that cannot run out.
Legacy planning — passing money to children and grandchildren without probate taking a cut first.

Nearby

I keep separate pages for Boca Raton and Delray Beach, which go into more detail on each.