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.

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

Over the years I’ve grown my business in AZ, CA & NV. My 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 employees.

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

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!

I’m married to my husband, Preston, an investment advisor and 401k/403b specialist. A mother of 3 children, two daughters (living in AZ) and a son (living in Aliso Viejo). I also have 3 grandsons with my oldest daughter in AZ. After living in Scottsdale for 32 years, my husband’s employer had us transferred to Orange County in 2011. In 1986, I’d decided to follow my Uncle into the world of insurance. I wanted to build a great career with the freedom to be a Mom, on my terms.

Over the years I’ve grown my business in AZ, CA & NV. My areas of expertise are in the Group, Employee benefits to include; Health, Dental, Vision, Life, Short Term Disability, Long Term Disability, Aflac Supplements, Legal Shield Identity Theft and Legal Protection as well as Life Insurance. I also help seniors with Medicare Supplements and Advantage Plans.