I’ve been an Agency Owner for 8 years now. I grew up in Southern California and graduated from University of California at Long Beach.
The best part of my job is the day to day interaction with our customers and the people I work with. I fully enjoy living and working in the community I serve.
I spend most all of my free time withy my wife at home. We often travel to neighboring states to enjoy Lake Michigan. One of my guilty pleasures is sailing.
Jerry has over 26 years of experience in the Financial Services industry and over half of that here. Recognized for his service and trusted advice, Jerry has helped hundreds of our customers navigate retirement planning, college savings, and personal protection. Also a native of Chicago, Jerry and his family live in the Orland Park area with his wife and three children. Jerry works with our clients in our office in Oak Park and is always available to meet with folks at their homes.
You will recognize that Sue grew up in New England as soon as you speak to her and experience her friendly manner. After fifteen years here in the Midwest Sue now calls Oak Park her home. With over 7 years of industry experience and a keen eye for detail she’ll be sure your coverages are just what you need while making certain all discounts available to you are applied to your policy. Many of our new and tenured customers have come to value her advice and the peace of mind that comes with working with a true and caring professional like Sue.
A native of Chicago, Tammy grew up right here in the community and lives here today. With over 14 years of experience here, she is recognized as the go to person when it comes to changes to your policies. Hundreds of our customers have come to rely on her through the years here and ask for her by name to serve as their trusted resource here at our agency. If you ever have a coverage question or need a change made, feel confident that Tammy will handle your request quickly, efficiently with thorough follow up and follow through.
Thanks for taking a moment to learn about us. We want you to know we sure enjoy working with you to make your life more protected. Your feedback is important to each us personally. You may from time to time receive a survey. If for any reason you can’t give us a ten on your experience with us – please reach out to one of us directly. We are here to help.