About Us
More Value for your Insurance Dollar$
This has been our slogan for all the years we have been working with
clients. Simply put, insurance is the process of transferring financial risk in
case something bad happens. There are 3 keys to how we work.
Who we are
thru years of experience in hospitality and sales and a compassionate
heart developed as a social worker.
Dave is a survivor of 25 years in the restaurant and hotel industry. As a
business owner, Dave brings a bottom line perceptive to the table. He has
served as Vice Chair of the Board of Directors of Mountain BizWorks and
been honored as Volunteer of the Year – 2004 by the Asheville Area
Chamber of Commerce.
We enjoy working on our home, traveling – especially to the beach, coffee
shops and water volleyball. Our daughter- Jennifer - recently graduated
from the University of North Carolina at Chapel Hill, lives in Greensboro
and works at the Victory Junction Gang Camp.
This has been our slogan for all the years we have been working with
clients. Simply put, insurance is the process of transferring financial risk in
case something bad happens. There are 3 keys to how we work.
- Listening to You – Your Needs, Your Goals, Your Values ! – We will
listen carefully to discover those essential factors which are most
important to you. And ask you the tough questions to help you
evaluate your primary financial risk. Together, we’ll craft a plan of
coverage to effectively meet those needs and give you peace of
mind.
- Our Experience – Since 1999, we have worked every day to know
the insurance carriers, their policies and their underwriting. In order
to bring you the best value for your insurance dollars- we shop the
market to develop the plan and carrier which will best suit your
needs. And while your situation is unique, we have gained
experience from working with hundreds of clients with similar needs
to yours.
- Customer Service - This is our most distinctive trademark. You
purchase insurance to provide you and your family money when
something bad happens. On occasion, the claims process will go
awry and you receive all those awful letters from the claims
department. We will help! It has been our experience that we can
intervene in the process to make the process less troublesome and
get our clients results. In addition- we are always looking for new
insurance products to bring value to our clients. Be it a big problem
or just a quick question, we are available to assist you.
Who we are
thru years of experience in hospitality and sales and a compassionate
heart developed as a social worker.
Dave is a survivor of 25 years in the restaurant and hotel industry. As a
business owner, Dave brings a bottom line perceptive to the table. He has
served as Vice Chair of the Board of Directors of Mountain BizWorks and
been honored as Volunteer of the Year – 2004 by the Asheville Area
Chamber of Commerce.
We enjoy working on our home, traveling – especially to the beach, coffee
shops and water volleyball. Our daughter- Jennifer - recently graduated
from the University of North Carolina at Chapel Hill, lives in Greensboro
and works at the Victory Junction Gang Camp.
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