Whitney Troxel
As an account manager, Whitney specializes in business insurance, construction insurance, and customer service.
Sandy Genaro Henderson
As a business insurance account manager, Sandy manages a book of business, establishes and maintains carrier relationships, obtains renewal quotes […]
Lori Lavoie
Lori helps individuals communicate more effectively with insurance companies so they can make informed choices, own coverage on what is […]
Danny Kaplan
Danny has been consulting businesses on their insurance needs for the past five years with a focus on workers’ compensation […]
Ryan Miller
As a Retirement Plan Advisor, Ryan specializes in plan compliance, plan design optimization, investment management, fiduciary support, and employee education.
Valerie Muir
After 10+ years of management in the health club industry, Valerie made a career path change in 2016 to the […]
Katie Schiavi
As a business insurance senior account manager, Katie specializes in social services, nonprofit insurance, marinas, boat dealers, and customer service.
Sarah Fay Keegan
Sarah has over 10 years of insurance experience. She began in Customer Service in the personal insurance department at First […]
Sondra Thomas
As a business insurance account manager, Sondra specializes in contractor’s insurance, real estate insurance, carrier relationships, and customer service.