I am a Field Agent with the fraternal Order of the Knights of Columbus.

I value providing ethical and competent service and advice to the members and families of our Order.

I have been a Field Agent since 2003, creating personalized insurance programs for our members that reflects the ongoing, formal, fraternal training I have received over the years.

My members appreciate the personal service, integrity and responsive attention I give to each individual's needs in regards to their insurance and retirement goals.

My Service Commitment to You

It is an honor to assist you in achieving your financial goals and dreams. My purpose is to provide you with a trusted one-stop, 'go-to' resource and to provide you with advice and guidance on all your insurance, estate, retirement and legacy planning related matters.

As part of that goal, the following are my formal commitments to you and your family as my Brother Knight. While upholding the Vision and Foresight of our founder, Father Michael J. McGivney, I commit:

To provide you with advice and solutions that only match your goals and needs, and to work with you on an ongoing basis to understand those goals and needs.

To answer any and all of your phone calls within 72 hours of receiving them.

To answer any and all of your e-mails within 24 hours of receiving them.

To manage your pending applications efficiently and accurately at all times, and in the unlikely event of errors, resolve those errors to your satisfaction immediately.

To perform a formal face-to-face review update of your Financial Plan and document the outcome for you every 1-3 years, or as often as you'd like.

To maintain a well-trained, knowledgeable and courteous office staff to provide aid and assistance when you need it in an efficient manner.

To maintain my own health and wellness so that I am energetic and ready to counsel and assist you at all times.

To proactively communicate with you by telephone, council meetings, bulletin articles, e-mail, letters and/or postcards a minimum of 6 times per year to touch base and provide value-added information on your policies, retirement annuities or market conditions that matter to you.

To assist you in organizing and simplifying your key financial records to provide you stress free peace of mind as well as providing your trusted family members a simple understanding and process to follow should you need them involved in your financial affairs at any time in the future.

To be there, personally, for your family if you were to pass away or become disabled. I will process your claims in person and answer any questions your survivors may have regarding your policies or contracts with the Knights of Columbus, or any other company you may be insured under.

To maintain a high level of continuing education regarding life insurance, annuities, long term care insurance and/or any other product(s) that may be introduced to the Knights of Columbus membership.

To answer any questions that are even remotely financially related, or should I not be able to provide you the answer, link you to a trusted associated partner who can and will find you the answer.

These are my minimum commitments to you.

Your family's financial welfare, preservation of your assets and retirement, and helping you create a family legacy to be enjoyed by future generations, is what I stand for.