As President of the agency, I’m tasked with handling the overall administration of the agency including carrier relationships, marketing, advertising and developing processes to better service our clients. Working with our clients and meeting their individual needs – that’s what I like best about our agency. We truly care about each of our clients and their situations and develop specifically tailor protection programs to meet their needs.
If you ask my wife, Michelle, if I’m involved in any community outreach, she would answer “What isn’t he involved in?” I am an active member of the Rotary Club of Strongsville, have served on the Board of Directors of the Middleburg Heights Chamber of Commerce for ten years, and am a member of City Club of Middleburg Heights. I sit on the National Board of Directors of our agency management system’s User Group as the Treasurer – and am the emcee at the national conference each year! Michelle and I, along with our three kids, volunteer at our church, St John Bosco, as Eucharistic Ministers. Oh, and in early 2019, I was appointed as a City Councilman for the City of Middleburg Heights. So, yeah, I keep busy!
Michelle and I were marred in 1997 after meeting at the University of Akron where I received my Bachelor of Science degree in Business Marketing and Sales Management. We have three wonderful children who keep us extremely busy with their sports, volunteering and work schedules. Michelle and I bought the agency from her parents in 2007 and have enjoyed continuing the legacy. I have enjoyed the opportunity to coach my kids’ sports teams, love reading, volunteering and taking family trips to Disney World!
I handle changes to exiting home, auto and umbrella and life insurance policies, all claims in regard to home, auto, life and commercial, accounting/refunds and day to day operations in regards to the agency. I enjoy the different challenges this job brings. I am also learning something new every day. I come from claims background in insurance which allows me the knowledge to help our customers step by step through the claims process.
I am involved in our parish St. John Bosco as a Eucharist minister as well as a charity called Rise in Love. Rise in Love helps provide immediate resources such as financial, educational, food, shelter, clothing and employment assistance to people in our surrounding communities of North Royalton, Middleburg, Berea, Parma and Parma Hts.
I received my undergraduate and graduate degree from the University of Akron. (Go Zips!) I moved to Middleburg Heights when I was six and live there until I left for college. I worked in the underwriting department at Western Reserve for one year and as a senior claims adjuster at Motorists Mutual for a little over seven years. In 2001, I left claims to joined our agency. I returned to Middleburg Heights with my husband Dan in 2006 where we currently reside today. We have three children: Lainey 20 who attends the University of Cincinnati to study mechanical engineering, Gracyn who is 17 and is a senior at St. Joseph Academy and Owen 15 who attends St. Edward High School. I love to play the piano, cook, shop and spend time with my family. I love to read books regarding retirement, financing and budgeting. Our family’s favorite place in the world to visit is Disney World. My hope is to one day retire and focus my time and energy on helping charities with their mission work in and around our immediate community.
Personal Lines Specialist
I am a Personal Lines Account Manager. My duties I do each day is requoting on existing business when their renewals are up and the premium is higher than before. I mostly focus on re-writing home, auto, and life insurance needs. I enjoy working with customers because I can build up the relationship with my clients and having the different options for them to shop around with different carriers when their rates goes up .
I am part of the Rotary Club of Parma, and We’re Parma Proud. With these two organizations, we help the community to become a better place and serve others in need. I live in North Royalton, Ohio with my mom, dad, and sister with our two dogs. I went to Baldwin Wallace University 18’ with a Bachelor’s Degree in Finance with a minor in History.
Commercial Account Executive
I am the Commercial Account Executive which means I handle all things associated with commercial insurance; vehicle and/or driver changes, certificates of insurance, bonds, policy changes, billing questions - you name it, I'm your go-to person in the office.
I started my insurance career in Buffalo, NY as an insurance carrier underwriter then moved to a risk management position for a private Fortune 500 company for 13 years. I spent the next 21 years in Florida on the retail agency side of the business as a Commercial Lines Customer Service Representative. I feel that I now have experienced all pieces of the Insurance Pie!
I recently moved to Ohio to be closer to my family and feel like I am back home. I am a dog lover and am planning on getting a second dog very soon. I enjoy traveling and have been fortunate enough to see other countries and islands. My bucket list keeps growing!