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- Great BBB Rating
- Community involvement and working with non-profits.
- Specialize in creating custom insurance portfolios for the higher-net-worth market
- Enhance employer group and professional association benefits
- Maintain superior quality standards by working with insurance companies with an A.M. Best rating of "A" or better.
Casey Connor, CIC, President
Tom Klinedinst III, CPCU, Director of Commercial Insurance Operations
Matthew Weissman, LUTCF, Director of New Business Development
John Schulcz, Business Development Account Executive
Cheryl Creeden, CIC, Commercial Lines Operation Manager
Nicole O’Brien, CISR, Personal Lines Operations Manager
Michelle Rieman, Personal Lines Account Manager
Rainey Wesenick, CISR, Personal Lines Account Manager
Mark Bova, Agency Processor