Dan Ludwig
As a business insurance account executive, Dan specializes in construction, real estate & development, and municipalities.
Robin Dillon
As a technology platform analyst, Robin specializes in employee benefits, technology, and client service.
Jayden Balcarczyk
As a client service specialist, Jayden specializes in employee benefits, medical insurance, and customer service.
Julie Dibb
As a personal insurance account executive, Julie specializes in home insurance, auto insurance, flood insurance, and customer service.
Kiernan Higgins
As a captive account associate, Kiernan specializes in worker’s compensation, general liability, and auto insurance.
Michael Hendrix
As a business insurance senior account executive, Michael specializes in professional liability, specialty insurance, property insurance, and workers’ compensation.
Lindsey Yahn
As an employee benefits account executive, Lindsey specializes in employee benefits, account management, and customer service
John Clouden
As a Partner & Chief Compliance Officer, John specializes in retirement planning, estate planning, tax planning, and 403(b) plans.
Patrick Sgroi
As a Partner, Patrick specializes in retirement planning, 403 (b)/tax sheltered annuities, estate planning, and life, disability, and long-term care […]
Sarah McGarva
As an employee benefits account executive, Sarah specializes in NYS Disability Benefits Law & Paid Family Leave, claims management, and […]