Personal Business Philosophy:
My business is based on close personal relationships. I equate the
relationship with my clients not merely as an investment advisor but as a
“personal financial coach” who provides comprehensive financial education
AZ, CA, CO, ID, TX, WA
Financial Licensed in:
AZ, ID, TX
2000 Began work in the Tax Planning and Preparation Industry
2014 Began work in the Insurance Industry
2020 Began work in the Financial Services Industry
Education: Master’s Degree in Accounting
Family: Married to Kathryn for 34 years, five children and three grandchildren
Community Involvement: American Legion, VFW
Military Service: United States Marine Corps 1984 – 1990
What our clients have to say about working with us
“Hey, I just wanted to take a moment and say a huge thank you to the KRS Insurance team. You know, picking the right Medicare package was feeling like a mountain to me. But you all just…you made it so simple. I spoke to Anne, and she was like a friend, patiently walking me through everything, answering my endless questions without a hint of frustration. And now, I’ve got a package that I understand and, more importantly, that I’m confident in. It’s such a relief knowing I’m in safe hands. So, from the bottom of my heart, thank you, KRS. You folks are lifesavers!”
“Hi KRS Team,
Just a quick note to say a massive thank you! After that storm damaged my car, I was so stressed. But Mike and the team made the claim process incredibly easy and stress-free. You covered the costs quickly, no hassle, no endless paperwork. I’m so grateful for your genuine care and support. You’ve definitely got a customer for life!
Warm regards, Gary”
A quick note to say thank you for the unexpected discount on my house insurance! It’s great to feel valued as a long-term customer. Your kind gesture has truly made my day and reaffirmed why I’ve chosen KRS all these years.
Warm regards, John”
Thank you so much for helping me pick my Medicare plan! You made everything easy to understand and I’m happy with my choice. Really appreciate your help!
Thanks again, Susan”