For over 30 years I have dedicated my career serving the insurance needs of “Common Interest” Community Associations.
OBJECTIVE: To be the trusted insurance resource while educating and providing a quality insurance program that complies with state regulations at a cost that fits the budget.
QUALIFICATIONS: I am a motivated professional with documented success. I have obtained comprehensive knowledge in all lines of insurance. I have underwritten insurance for thousands of Community Associations, Property Managers and Unit Owners. I have authored articles and conducted insurance seminars for organizations like CAI. I am well-versed in the special liability exposures of Community Associations. My professional experience extends to working with attorneys, property managers, claims adjusters, and loss control engineers who, themselves serve their respective professional expertise for the needs of Community Associations. My dedication continued by being an advocate for Community Associations when I served as President, Trustee and Chairman and member of the Educational, Program, Trade Show and Golf Outing Committees with the Ohio Valley Chapter of The Community Association Institute.
I was included in the first class (# 11) 4/4/2003 of members of CAI’s “CIRMS” – Community Insurance & Risk Management Specialist designation. I also serve on the Finance Committee for The Glen at Carpenters Ridge.
MISSION STATEMENT: To effect and offer consistent insurance programs to common interest developments with reliable policies and services tailored to the needs of their community, managers, boards and owners.
OUR VISION: To provide an environment for stakeholders of common interest developments to flourish by embracing their communities insurance IQ.
OUR PLEDGE: As your Agent our pledge to you is to exercise reasonable care, skill and diligence in our business relationship in carrying out our stewardship to procure your insurance. We will strive to offer financial stability and comprehensive coverages in the carriers we share with you. Our long term goal is to deliver consistency and stability coupled with our outstanding service.