Connecting Passion with Profession
As a dedicated Benefits Advisor, I believe real progress happens when we connect on what matters most. This space is designed to cut through the confusion of insurance while sharing the passions that drive me to serve with both expertise and heart.
For small to mid-sized businesses, I deliver the kind of strategic benefits guidance usually reserved for large corporations. Together, we’ll design tailored benefit packages that attract top talent, keep your best people, and free you from daily admin headaches so you can focus on growth.
For individuals and families, I help protect what you’ve worked hard to build. By using supplemental policies to close the costly gaps in traditional coverage, I help you stay financially secure through life’s most unpredictable moments.
I also provide high level data analysis, reporting, and operational support. With 28 years at Southern California Edison, the second largest electric utility in California, I bring deep experience in utility data, executive reporting, and NERC CIP certified support for distribution and transmission operations. I’m highly proficient in Microsoft Outlook, Excel, PowerPoint, Visio, Word, CoPilot, and Teams, and I regularly use AI tools like Microsoft CoPilot, Google Gemini, and Claude to streamline complex workflows and documentation.
I am available to provide mentoring and training for employees working in data analysis, reporting, and operational support. I have more than 10 years of experience mentoring team members across various roles and responsibilities. Rather than taking a cookie-cutter, one-size-fits-all approach, I tailor training to each individual to maximize efficiency and impact. Additionally, I can develop job aids, standard operating procedures, and training documentation for future hires.
Whether you need a trusted benefits partner, a sharp data analyst, a trainer or a combination, I’m available for contract or permanent engagements.
When I’m not building solutions for clients, you’ll find me cooking something new, traveling, listening to great music, or unwinding with a fine cigar.
Ready to turn confusion into clarity and plans into action? Book your consultation today and let’s get started.
