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About Opportunity Management

I began my insurance career in 1979 as a Brokerage General Agent serving agents and advisors in the Dallas area.  Ten years later, I pursued an opportunity which led to a partnership in a National Marketing and Underwriting Consulting company, and subsequently to a position as Vice President and CMO of a leading Life and LTCI brokerage insurance company.  Returning to Texas in 2005, I co-founded a Long Term Care IMO which created one of the industry’s first Multi-Life LTCI Worksite Programs.

As the principal of Opportunity Management Insurance Brokerage LLC, I am again in my favorite part of the business – working with agents and advisors to help provide the best available solutions for their clients and enhance their business. 

Areas of Expertise

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Technology

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Back Office Support

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Product Expertise

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Underwriting Expertise

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