Skilled Advisors
Skilled Advisors
Our Promises
Build lasting relationships
Do what’s right
Help others win
Give back generously
Always be learning
More than just advisors… trusted partners
As part of our promises to build lasting relationships and help others win, our team is comprised of industry experts who will partner with you to create a personalized experience and a customized package for your organization. Our team is more than just advisors, we’re trusted partners as you grow and expand your business. We specialize in commercial insurance, surety bonds, workplace and employee benefits, and risk management solutions. Our advisors are committed to helping you navigate risk and enhance your business, because when you win, we win!
Interested in joining our team?
Check out available positions on our careers page.
Leadership Support
David Engel
Director of Operations
Ian Sturges
Director of Sales
Misti Jones
Accounting Manager
Shauna Brinkman
Account Executive
Johnny Swain
Placement Manager
Wendy Avery
Client Experience Leader, Employee Benefits
Mistie Beck
Operations Manager, Surety
Muni Rabah
Client Experience Leader, Surety
Cyndi Kirk
Client Experience Leader, Commercial Risk
Claudia Searle
Client Experience Leader, Commercial Risk
Becky Chatfield
Client Experience Leader, Commercial Risk
Nicole Schiel
Account Executive