Our People
Our Firm is our People . . .
- Six Principals and Associates who have over 150 years of combined experience in the insurance industry, who have all earned Chartered Life Underwriter or Chartered Financial Consultant designations and who serve their communities as Board members of private and publicly-held companies, community organizations and charities.
- Thirteen staff members who are not simply order-takers . . . they think before they act and take pride in what they do.
- People who are dedicated to the highest work quality, meticulous attention to detail, continuing education and an esprit-de-corps attitude.
- People who believe in an older, more enduring service mentality that encompasses values such as personal attention, empathy, sincerity, anticipation, discretion, trustworthiness and follow-through.
- People who are unlike the staffs of most other insurance firms. Our people focus most of their time servicing existing clients rather than developing new clients.