My journey in financial services began in 2001, followed by 11 years in the insurance industry. This combined experience gives me a unique perspective on managing wealth and mitigating risk. My goal is to be a reliable and knowledgeable partner for all your financial and insurance needs.
At SBT Insurance, we pride ourselves on providing exceptional customer service. We are always available to answer your questions, provide guidance, and help you navigate the insurance process.
We understand that every client has unique goals. That's why we offer customized solutions tailored to your specific situation. We work with you to understand your needs and provide the best coverage options.
We serve two distinct groups with a single purpose: to build and protect wealth with smart, tax-efficient strategies.
I help individuals and families build a secure financial future, free from market volatility and unnecessary taxes. With over 20 years of experience, I specialize in crafting strategic retirement income plans that protect your wealth and provide a reliable income stream. My approach focuses on eliminating risk, ensuring transparent fees, minimizing taxes, and preparing for life's unexpected events.
I partner with business owners to implement strategic financial solutions, including comprehensive group benefits that attract and retain top talent. I design a variety of group supplemental health plans, including voluntary, employer-contributed, and custom solutions that fit your budget.
Financial products that offer a way to save for retirement grow funds tax-deferred, shielded from market downturns. They provide a secure, predictable income stream later in life, thanks to a guaranteed minimum return. This strategy ensures your principal is protected while also minimizing your tax liability on the growth.
For Business Owners: Providing employees with health, life, and supplemental health benefits is a strategic move that can significantly impact your business's success. These offerings do more than just provide a safety net; they serve as a powerful tool to attract and keep top talent, boost morale, and increase productivity. By investing in your employees' well-being, you're building a more engaged, loyal, and resilient workforce.
Life can be unpredictable. Protect your family's financial security with insurance coverage for life, health, accidents, and sickness. These policies act as a vital safety net, ensuring that your loved ones are cared for and your finances remain stable, no matter what challenges come your way. Don't leave your family's future to chance—take the crucial step of securing their well-being today.
Coming soon: a new partnership with LegalShield. We will be expanding our services to include expert legal assistance for estate planning, trusts, and affordable legal protection for small businesses.
At SBT Insurance Agency, we believe in providing top-notch insurance services to our clients. We are committed to providing a range of insurance products that cater to your needs and budget. Our team of experienced professionals is always ready to assist you in finding the perfect insurance plan that suits your requirements. With SBT Insurance Agency, you can rest assured that your insurance needs are in safe hands.
