Describe How You Would Like To Be Introduced Via Email
Wendy
What is your "why"? Why do you do what you do?
My "why" stems from a life-changing experience I had when I was 18. My mother was tragically killed in an accident with a semi-truck driver, and my family went through a lengthy lawsuit, learning firsthand how complex and impactful insurance can be. This experience shifted my career path from psychology to insurance because I saw how much vital information about insurance isn't readily understood or accessible to people. I became passionate about helping others understand insurance, especially in ways that protect their dreams and financial stability.
Today, I focus primarily on commercial insurance because I love connecting with people, hearing about their business goals, and uncovering what drives them. It's deeply fulfilling for me to then design insurance solutions that help safeguard those aspirations, their finances, and their businesses. This work is a way to turn my family's difficult experience into a positive mission: to make a difference in others' lives by helping them navigate and truly understand their insurance needs.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Do you own a business?
2. When is the last time you had a productive meeting with your agent?
3. Do you ever need COI's for your business?
Unique Selling Proposition
I connect with clients to understand their dreams and business goals, crafting coverage that truly protects their finances and future. My goal is to ensure they feel secure knowing their hard work is protected. My focus prioritizes value.
About me
I'm a Colorado-based insurance professional with a background in psychology, a commitment to integrity, and an interest in connecting with people. Originally from Saint Augustine, Florida, I moved to Colorado in 2016 and quickly found my forever home here. I share my life with my partner of eight years, Daniel, and our three wonderful boys: Noah, Nathaniel, and Neomiah. Our family also includes a yellow lab named Charlie, an American short-haired cat named Olive, and a sweet, inherited hamster named LuLu.
I believe in the power of faith, strong morals, and the drive to keep learning. I'm bilingual in English/Spanish and I've also taken on learning Arabic as a personal challenge (1 year in). My background in psychology fuels my love for analysis and sequential thinking, and I'm drawn to philosophy, poetry, and Symbolist Art. In my spare time, I love to read. I also love to dance and sing—when no one is watching or listening.
For me, insurance is more than just business; it’s about protecting dreams, supporting growth, and building trust.