I’m married to Preston, a 25+ year financial wealth manager and retirement specialist. A mother of 3 children, two daughters (1 in AZ and 1 in MT) and a son (CA). I also have 4 grandsons and 1 granddaughter.

After living in Scottsdale for 32 years, we moved to Orange County in 2011.

Over the last 38 years, I’ve grown my business in AZ, CA, NV, and South Dakota. These states mentioned are not the end to my reach, as I can work in any state when it makes sense. The areas of expertise include; Health, Dental, Vision, Life, Short Term Disability, Long Term Disability, Aflac Supplements, Legal Shield Identity Theft and Legal Protection and International Travel Insurance. My primary markets are Individual, Seniors, and Employers that want to provide fabulous benefits to employ and retain valuable employees.

Contact info: Phone: (602) 697-0529, email: wendy@personalizedinsurance.net

H.I.P. Department of Insurance: California Personal License – #0H32728, California Corp License – #0I31541 – similarly licensed in Arizona, Nevada & South Dakota.

1) Who is a good power partner for you/your business? Property Casualty Insurance Brokers, Financial Advisors, Accountants, Attorneys, Human Resources Consultants, Corporate Realtors

2) What two things should we be listening for to help get you referrals? Individuals and companies that need someone to assist with insurance quoting and making enrollment easy. Specific to Group Benefits — I assist companies that are looking to maximize benefits through creativity, keep costs affordable, as well as the desire to educate their employees with the expertise of a licensed agent.

3) What separates you from others in your line of work? As a broker, I have access to all insurance companies and product lines. One stop for multiple lines of coverage and service moving forward!Specifically, to Employers — I’m considered an extension of any company’s HR department by bringing benefits to employees through an electronic website administered and provided by myself.

Services provided include keeping benefit options competitive; producing enrollment meetings and presentations; assisting employees with enrollment elections; process enrollments/terms with each insurance carrier as well as continue to service all employees and their families through personalized attention throughout the year.

4) Something that makes you unique! I’m a phone call or email away and make the process of benefit selection and enrollment less confusing with service that I provide!