ABOUT US
"Peace of Mind Begins Here" Is more than just a slogan.
The most important job we have is to protect our clients from life’s unexpected financial risks – health care, long term care, retirement income depletion, accidents or death of a loved one.
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Beyond that, we want to build long term relationships with our clients and do our best to always bring them unsurpassed value in both products and service.
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We believe insurance is not a “one size fits all” proposition, and therefore, we’ll shop for coverage options among dozens of respected companies, compare and analyze plan designs and find the appropriate balance of benefits and premium rates that fit your budget.
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Our Mission
It is our mission to help all members of our community to protect themselves from financial risks at the lowest possible cost.
We will accomplish this by educating our clients, constantly evaluating suitable product offerings, creating innovative strategies and problem-solving techniques, and providing unsurpassed service and continued support.
Meet the Team
CHUCK
SWOPE
Co-founder, CEO
MELISSA
HELMICK
Vice President, Medicare and Individual Health
TROY
NEWBRAUGH
Employee Benefits, Life, LTC
DONNA
WEBB
Chief Strategist of Specialty Insurance Programs
ERICA
SCULLY
CSR
JIM
DUBRUELER JR.
Co-founder, COO
TINA
HERRING
Personal Risk Advisor
DIAMOND
MALDONADO
Commercial Insurance Advisor
CHRISTIAN
FERNANDEZ
Personal Risk Advisor
GEORGE
AMOS
Payroll & Accounting
STACY
WEBB
Vice President,
Property & Casualty
GENA
YOUNG
Personal Risk Advisor
EMILY
SIMMERS
Personal Risk Advisor
JACK
CLAUSER
Financial Advisor
AMY
DUBRUELER
Office Manager, CSR
JANICE
JONES
Personal Risk Advisor
KATI
RITTER
Employee Benefits
ANGELA
JOHNSON
Administrative Assistant
KRISTY
HART
Client Service Agent
KIM
GRESKO
CSR