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 […]
Lindsey Yahn
As an employee benefits account executive, Lindsey specializes in employee benefits, account management, and customer service.
Theresa Holden
As a claims assistant, Theresa specializes in operational management, team support, and customer service.
Emily Muscarella
As a business insurance account manager, Emily specializes in business insurance, real estate insurance, and customer service.
William Lawley III
As an insurance advisor, William specializes in business insurance, risk management, and customer service.
Madasyn Matusiak
As a recruiter, Madasyn specializes in talent acquisition & assists in creating a world-class personalized candidate experience.