Jenny brings over 10 years of experience underwriting affluent families, wealthy individuals and business owners to our underwriting platform. She is highly skilled at creating custom packaged health assessments, ensuring that insurance companies view the health of our clients in the best light possible. 

Through her carrier relationships, negotiation talent and passion for underwriting, Jenny positions our clients for underwriting success. She is well versed at underwriting older ages and health issues such as diabetes, heart disease and cancer history. Her ability to navigate retention, auto-bind and jumbo case limits provides substantial value when it comes to helping our clients secure large portfolios of life insurance.

Jenny holds her life and health insurance license, along with a FINRA Series 6 registration.

Cleveland Office

7005 South Edgerton Road, Suite 101
Cleveland, OH 44141

Phone: 440.630.9400 Fax: 440.630.9401