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Mobley Estes

      As a Client Executive, Mobley serves as a strategic advisor and primary relationship manager for a portfolio of commercial clients. He is

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Max Gagnon, CISR

As an Account Advisor, Max brings structure and stability to the commercial account service team. Max got his start in the risk and insurance industry

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Lena Gemisic

As Account Specialist, Lena provides technical support to Account Advisors in servicing client needs, including submitting applications to eligible and appropriate carriers and conducting thorough

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Heather Gray

Heather Gray serves as Vice President of Finance, overseeing the organization’s financial strategy, planning, and performance. She partners closely with the executive team to support

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