Education:
BSBA – Business Management – University of Missouri, Columbia 1998
Group Insurance School 1998 - Anthem Health & Life
Centurions Program 2005 - Greater Kansas City Chamber of Commerce
Formerly Securities Licensed with Series 7 and Series 63 Securities Licenses
Career Experience:
2016 - Present - Welsh Sloan & Associates – merged SCF with W&A to focus on large group self-insured clients and the captive insurance opportunity.
2007-2016 – Founded Shoal Creek Financial, LLC as an independent Employee Benefit practice firm, later merging with Welsh & Associates.
2005-2007 – Country Club Financial Services – transitioned group insurance practice to CCFSI and their expansion into the group insurance market.
2000-2005 – Metzler Bros. Insurance - transitioned to the broker side of the business, working directly with employers primarily in the Kansas City and surrounding area. Particular expertise in the larger group and self-insured market.
1998-2000 – Sales – Anthem Life and Health - Group Representative focused primarily on large self-insured employers working through broker relationships throughout the Midwest.
Copyright © 2018 Welsh & Associates LLC - All Rights Reserved.