Phillip Held
As a financial advisor, Phil specializes in executive benefits, business succession/exit planning, estate planning, and life insurance.
Pamela Kaczynski
As a business insurance account manager, Pamela specializes in business insurance, business auto, and small business insurance.
Noa Ruof
As a business insurance claims consultant, Noa specializes in auto insurance claims, business insurance claims, and customer service.
Sonya Voelker
As a personal insurance account manager, Sonya specializes in property insurance, auto insurance, and personal insurance.
Emily Ogorek
As a business insurance training specialist, Emily specializes in training facilitation, leadership development, and learning & development consulting.
Harris Witkin
As a producer, Harris specializes in professional liability insurance, cyber insurance, manufacturing liability insurance, and workers’ compensation.
Cymantha (Sam) Walters
As a business insurance account technician, Cymantha specializes in client relationships, audits, and customer service.
Eric Palumbo
As a financial advisor, Eric specializes in succession planning, deferred compensation, buy/sell agreements, key person insurance, and estate planning.