Insurance can be complicated - but protecting your business and personal assets doesn't have to be. We help clients make confident decisions with guidance that's clear, practical, and tailored to their needs
Our Story
With more than 25 years in the corporate world, I’ve learned that the right insurance and thoughtful risk planning aren’t just business necessities—they’re essential safeguards for the people behind the business. That understanding became even more personal after the unexpected loss of my business partner. Navigating the aftermath revealed how unprepared we were, both professionally and personally, and it opened my eyes to just how devastating gaps in planning can be.
That experience is why I approach every client relationship with genuine care and a deep sense of responsibility. I’m here not only to help you secure the right insurance solutions, but to ensure you understand them, feel confident in your decisions, and have a partner you can rely on when it matters most.
My goal is simple: to help protect your business, your employees, and the life you’re building—so you never face the challenges I once did without a plan.
How We Work
We take a consultative approach, starting by understanding your goals and reviewing your current coverage. From there, we identify gaps, explore the best options across multiple carriers, and provide recommendations that are clear and actionable.
No jargon. No pressure. Just professional guidance designed to give you confidence in your coverage.
Who We Serve
We work with a wide range of clients, including:
- Small and mid-size businesses
- Contractors and trades
- Retail, hospitality, and professional services
- Artists, creatives, and niche industries
- Individuals seeking personalized coverage
Our experience allows us to navigate both straightforward and complex risks, ensuring clients have the protection they need.
Our Process
- Consultation: Learn about your needs and review your current coverage.
- Analysis: Identify gaps, exposures, and opportunities.
- Market Review: Compare options across carriers.
- Recommendations: Present clear, tailored solutions.
- Ongoing Support: Help with renewals, updates, and claims
Why Choose Us
- Independent advisory with access to multiple top-rated carriers
- Expertise in both standard and E&S (Excess & Surplus) markets
- Proactive risk assessment and annual coverage reviews
- Clear communication, consistent follow-through, and client-focused service
