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


Back Office Support

Product Expertise

Underwriting Expertise

Carrier Partners