When I was
growing up I had several positive mentors in my life—my dad, my business economics
professor in college and William Andersen, the founder of our firm. I went to Flagler
College in St. Augustine and graduated with a Bachelors Degree in Business Management
with a minor in Marketing, Advertising and Market Research. I am licensed for Life,
Health and Variable Annuity insurance in the state of Florida and have been approved
by the Florida Department of Financial Services to instruct Continuing Education
for 2-15 courses.
I grew up in the Jacksonville Beach area and today I live
in Ft. Lauderdale- which is great because I always wanted to live in South Florida.
When I’m not working I love to go surfing, play golf, fly airplanes, travel and ride
motorcycles.
Working at The Andersen Firm for the past six years has been
a great experience for me. I really enjoy getting to know our diverse clients and
working with financial planners and other referral sources to assist their clients
in establishing a relationship with our firm. I am also lucky to be working with
the remarkable group of people that are a part of The Andersen Firm. The greatest
aspect of what I do is to help ensure that all parties involved in a case are happy
with our firm. If the clients are happy and our referral sources are happy and satisfied,
then I feel I’ve done a good job—and that’s what it’s all about.
My wish for every one of our clients is for them to realize
that after they are gone, there is no way to make sure that their wishes are carried
out without a proper estate plan. Putting everything in writing is necessary so the
people you love won’t have to deal with any unpleasant situations or lengthy court
battles. Our firm is staffed by the most professional, highly-skilled Attorneys and
team members who are specialists in putting together solid estate plans and wills—we
make the process easy and comfortable. |