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Specialties
As a Personal Financial Representative in Walnut Creek, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important — your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. For product disclosures and other information visit my website.
History
Established in 1988.
We did not buy our clients like some agencies, we have grown our agency the old fashioned way, hard work and referrals.
Meet the Business Owner
Kevin S.
Business Owner
My greatest acheievement is being the proud father of 3 great kids who are currently attending college.
Over my 26 years in the insurance business I have been recognized in Allstate’s Chairmans Inner Circle which is the top 10% of the company. I am proud to be a member and to have served as the President of the National Association of Insurance & Financial Association. My success is the result of my dad’s work ethic philosophy that he instilled in me over the years «the harder you work, the luckier you get ». Alot of agents will do the minimum continuing education requirements so they can renew their license, but I believe the more you study and learn, the better resource you are and advice you can provide your clients. I feel that I represent a very noble & worthy profession where I can make a huge difference in peoples lives through products and advice I provide on a daily basis.