Gulfshore Insurance has been protecting our clients since 1970. Today, we have over 100 professionals serving our clients with the highest levels of honesty, sincerity, and integrity while managing their business and personal risk. Over the years, we have built relationships with many of the most admired property casualty insurers in the world including ACE, AIG, Chubb and PURE. As an independent agency, this allows us to provide our clients access to the most comprehensive and competitive insurance programs available.
As a Client Advisor within our Private Risk Services division, I specialize in offering customized property casualty insurance solutions for high net worth families. Over time, many affluent families outgrow their current insurance agency and often maintain insufficient levels of liability coverage to protect their net worth and future earnings. In addition, these families often deed or title their assets to various trusts and or LLC’s but neglect to list these entities on their insurance policies. These are just a few of the significant gaps in coverage that I find when completing complimentary in-depth account reviews for prospective clients.
By partnering with Wealth Advisors, Trust & Estate attorneys, Real Estate attorneys, CPA’s, Family Offices and high end Realtors I’m able to assist in managing their client’s unique and often complex insurance needs. My comprehensive approach to risk management compliments their consultative services and my goal is to become a value added extension of their team.
Our agency is headquartered in Naples, Florida, with offices in Fort Lauderdale, Fort Myers, and Marco Island. Giving back to the community is an everyday part of what we do. Since the 2009 creation of our employee-driven “Helping Hearts, Helping Hands,” this foundation has contributed to our community through leadership, volunteerism and more than $100,000 of fundraising support.
I am a graduate of the University of Massachusetts, Amherst, where I earned a degree in Economics. I’m also a member of Young Professionals of Naples and a graduate of the 2009 GAIN Program (Growing Associates In Naples).
4100 Goodlette Road North
Naples, Florida 34103
Building relationships & trust since 1970.