
Agency Operations Specialist
CIG, CISR, AFIS, IA-MBA
My career grew from CSR to COO in under a decade, and today, Iām the first female owner of an agency founded in 1915. Under my leadership, our firm has been named a Best Employer in North Carolina every year since 2023 and earned the prestigious Best Practices Agency designation from Reagan Consulting in 2025.
Now, I help other agency leaders build the kind of business where technology amplifies people, processes strengthen culture, and growth stops being accidental and becomes inevitable.

Associations and aggregators work with me to provide support for large scale projects like system conversions and to teach leadership development and change management skills to their members.

I offer training and coaching for Principals, Owners, Operations Managers, VPs of Operations, and Directors of Operations who are ready to uplevel their skills for greater impact.

The skills I've developed in the insurance industry can be applied nearly anywhere. I coach leaders in all industries on strategies to increase the effectiveness of their operations.
Practical, actionable frameworks drawn from a decade of leading real agency transformations ā not theory.
Practical, actionable frameworks drawn from a decade of leading real agency transformations ā not theory.

Leadership development, change management, & sales skills that today's leaders need.

My proven framework for successful tech adoption that teams actually love using.

How to create a workplace where high performance and genuine wellbeing coexist.
Underlying all my work is a series of core beliefs that guide what I teach:

Be Respectful
All people have inherent value because they are made in the image of God and should be treated as such.

Align Effort and Reward
Hard work with results should produce positive return according to the value created.

Think Ahead
Foresight is essential. Anticipate how today's actions will compound over time in order to make wise decisions.

Always Get Better
There is unlimited opportunity to make improvements everywhere, and we should do what we can to realize that potential.

Remember the Nobility of Work
God's perfect design for humanity ā even before sin entered the world ā is that we are to work hard to provide for ourselves and others, steward His creation, and produce results.

I deliver practical, actionable sessions on operations, technology, culture, and leadership that agency audiences can apply immediately.

You donāt have to figure out operations, culture, or tech adoption alone. Join a group of leaders facing the same challenges, solving them together, and implementing proven frameworks with expert support.
Visit the link below to view more course and product offerings. Come back often as I am developing more resources all the time! If you have an idea for a training that you don't see offered, please let me know.
Moving agencies from operational stress into strategic advantage.
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