Our Insurance Specialists

Licensed professionals dedicated to education, advocacy, and long-term relationships.

Behind every policy is a person who knows your file. Our team blends actuarial discipline with approachable communication so you always know the next step.

Daniel Mercer

Senior Life Advisor

20 years structuring term and permanent life for families and closely held businesses.

Elena Vasquez

Health Benefits Strategist

Designs group medical plans and voluntary benefits with measurable wellness outcomes.

Marcus Chen

Commercial Lines Broker

Specializes in property, liability, and inland marine for logistics and manufacturing.

Priya Nair

Claims Advocacy Lead

Guides clients from first notice through settlement with carrier liaisons.

Thomas Reid

Personal Lines Manager

Home, auto, and umbrella coordination with proactive renewal reviews.

Amelia Brooks

Risk Analyst

Quantifies exposures and recommends deductibles aligned with cash flow.

Noah Patel

Client Success Director

Ensures service standards, feedback loops, and onboarding excellence.

Sarah Lindholm

Compliance Officer

Monitors regulatory updates and training for ethical market conduct.