Our Story

 

Our Approach

We analyze your needs and explore all the product options available – educating you in the process to help you make a good decision on an insurance plan that fits both your budget and insurance coverage needs.

We are committed to doing what is best for our clients.  Knowing you have the best plan is our first priority – if your current plan is the best plan for you, we’ll encourage you to stay with it.

Meet the Team

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Jerry Anderson

Broker/Agent

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Diane Hellman

Broker/Agent

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Margaret Bostick

Benefits Specialist

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Karla Schulz

Customer Service Representative

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Teri Ellis

Financial Analyst

Let us help!

Do you need help setting up an existing policy, have questions about your current policy, or anything in-between? We can help.

Feel free to call, make an appointment, or drop by for a chat.