San Diego Metropolitan Area
I was raised in Fallbrook and now live in Encinitas with my wife and our children, and becoming a husband and father has shaped the way I approach my work more than anything else. When you have a family of your own, you understand the importance of protection on a deeper level. Insurance isn’t just paperwork, it’s peace of mind, stability, and a foundation for your future. I attended the University of San Francisco, where I played golf competitively and later pursued the sport professionally. After years in the food and beverage industry, I transitioned into insurance, a field that allows me to advocate for families and help them protect what matters most. Today, I work as an Independent Insurance Broker with Steele Insurance, specializing in Home, Auto, Life, and Annuities. I represent more than 20 A-rated carriers so I can deliver the right coverage, not a one-size-fits-all solution. I am also a partner in Adams Legacy Group, the company my wife and I built to support families in creating long-term security and generational protection. My mission is simple: protect families with the same care and intention I use to protect my own.
Co-Founder and Principal of Adams Legacy Group, providing trusted guidance and long-term value through protection-focused planning and personalized support.
As an Independent Broker with Steele Insurance, I work with over twenty A-rated carriers to provide tailored Home, Auto, Life, and Annuity coverage. I help families find the right protection for their specific needs, not just the cheapest policy. As a husband and father, I understand how important security and peace of mind are, and I bring that same family-first approach to every client I serve.
Achieving assigned period, annual territory volume and category targets by taking initiative, being creative and solving problems Selling a profitable mix of Kellogg Snacks/Morning Foods products to grocery stores and mass merchandisers using all available resources including financial information Growing Kellogg’s base sales by maximizing distribution, growing shelf share, and pursuing creative secondary positioning of all products Leading the innovation launch at store level to ensure all new items are on shelf Monitoring shelf space to maximize sales and following assigned space management plan-o-gram Selling and creating incremental displays that are consistent with the Kellogg’s sales business plan to optimize sales Coaching, developing and managing merchandiser workforce to maximize service, productivity, merchandising, and display building Managing variable labor by accurately forecasting weekly merchandising needs Partnering with team as well as other functions within Kellogg to improve delivery efficiencies and optimize customer service levels while minimizing cost of donated/ damaged/destroyed product within territory
Executing business plans through fact-based selling techniques and displaying an ability to “close deals” with customers using fact-based selling and superior communications skills Utilizing negotiation skills and achieving win-win results for the Kellogg Company and its customers Growing base sales through maximizing distribution, share of shelf, and selling incremental displays Selling creative displays to customers to be placed at optimal locations with the stores to maximize sales Working to “up sell” on every customer store visit Building spot sell displays in support of incremental sales Adhering to prescribed or assigned coverage plan Writing, entering, and/or processing customer orders Ensuring that customers are sufficiently merchandised by controlling back room stock and shelves through leading and influencing merchandising employees Utilizing coverage plan to meet and exceed call coverage expectations for customers Understanding of customers and their competitive set with the district and zone Providing data and insights to internal partners for growth from in-store consumer activity Possessing an understanding of Kellogg Company brands and the categories in which we compete Leveraging variable labor to maximize business Promoting and fostering a collaborative teamwork based culture to support winning in the marketplace Presenting new ideas and new ways of thinking in an effective and persuasive manner
Responsible for managing all daily operations including sales and renewals, manpower planning, merchandising and customer service. Established daily goals for outside service staff and membership sales.
Traveled around mini tours such as the Gateway Tour, Golden State Tour and State Opens.