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Our Team

Our multidisciplinary team blends underwriting experience, claims negotiation, and financial planning. Every client is assigned a primary advisor backed by specialists in commercial lines, employee benefits, and personal risk.

Robert Hale

Robert Hale

Chief Executive Officer

Twenty-five years leading independent agencies; champion of transparent policy design.

Amanda Brooks

Amanda Brooks

VP, Personal Lines

Expert in home, auto, and umbrella programs for high-net-worth families.

Marcus Turner

Marcus Turner

Director, Commercial Risk

Structures liability and property towers for contractors and manufacturers.

Priya Nair

Priya Nair

Head of Employee Benefits

Designs health plans and wellness incentives for growing employers.

James Ortiz

James Ortiz

Senior Claims Advocate

Guides clients through complex property and bodily injury settlements.

Elena Vasquez

Elena Vasquez

Life & Estate Planning Specialist

Aligns life insurance with trusts, business succession, and charitable goals.

Team meeting at conference table

Join Our Team

We hire licensed producers, account managers, and client success coordinators who value education over pressure selling. Continuing education stipends, flexible schedules, and mentorship from senior advisors support long careers in insurance.

Submit your interest through the contact form with the subject line “Careers” and attach a brief overview of your experience. We review applications on a rolling basis.

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