Scott Weer

Scott’s Values & Strengths

TRUST Leadership Connection Dedication Vision Integrity Reliability Accountability Client First Insurance Expertise Mentorship Strategic Growth Listening Team Empowerment Problem Solver Confidence Loyalty People-Focused

Scott Weer

President & Founder

About Scott Weer

With over 15 years of experience in the insurance industry, I founded Weer Insurance Group with a mission to combine the strength of expert insurance knowledge with the power of human connection. I believe that real protection comes not just from a policy — but from a trusted partnership built on listening, learning, and long-term care.

In my role as President, I oversee agency strategy, team development, and client service excellence. My vision was always to create an agency that not only met the needs of individuals and businesses but anticipated them. At Weer, we don’t just offer policies — we offer peace of mind, built on a foundation of service, integrity, and personal attention.

My day-to-day focus ranges from supporting producers and staff to meeting directly with clients and carriers to ensure our offerings are aligned with current market demands. I’m particularly passionate about helping our team thrive — providing mentorship, resources, and leadership to build a culture of accountability and success.

Having worked with everyone from first-time homeowners to complex commercial accounts, I understand how personal insurance truly is. My approach is always educational, empowering clients to understand their options and make decisions that reflect their goals, risk tolerance, and budget.

We’ve grown as an agency by staying true to our values — showing up for our clients, keeping our promises, and investing in lasting relationships. I’m proud of the team we’ve built and the thousands of families and businesses we’ve protected along the way.

Key Areas of Expertise:

Leadership & Strategic Vision

Client Relationship Development

Personal & Business Insurance Planning

Agency Growth & Culture Building

Carrier & Industry Collaboration

At the heart of my work is a belief that trust is earned, not given. Every interaction is an opportunity to build something stronger — and that’s how I lead our agency every day.

Steven Gallardo

Steve’s Value and Strengths

Commercial Strategist Risk Management Client Loyalty Leadership Insurance Architect Mentorship Solution-Focused Growth-Minded Compliance Driven Empowerment Advisor Trust Builder Analytical Resilient Visionary

Steven Gallardo

Vice President | Commercial Insurance Specialist | Risk Manager | Sales Team Leader

About Steven Gallardo

With over 19 years of experience in both commercial and personal insurance, I have dedicated my career to helping clients protect what matters most. As Vice President, I specialize in designing tailored insurance solutions that mitigate risk, safeguard assets, and promote long-term financial stability for businesses and individuals alike.

Throughout my career, I’ve cultivated a deep expertise in commercial insurance, including general liability, property, workers compensation, auto, cyber and specialized industry coverages. I work directly with businesses of all sizes to assess their unique risks and craft comprehensive protection strategies that align with their operational goals.

In addition to my commercial expertise, I have a strong background in personal insurance, life insurance, and employee benefits. Whether helping families secure their financial future or assisting businesses in developing competitive benefits packages, my approach is always client-focused and results-driven.

Key Areas of Expertise:

Commercial Insurance Solutions

Strategic Risk Management & Mitigation

Employee Benefits & Life Insurance Planning

At the core of my work is a simple belief: strong relationships, expert guidance, and personalized solutions lead to long-term success.

Connect with Steven

Office: (847) 278-1099 ext 102

Direct: (815) 957-4665

Email: steve@weeryouragent.com

Calendly: https://calendly.com/steve-weeryouragent

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Darlene Pedersen

Darlene’s Values & Strengths

Office Leadership Operational Efficiency Team Coach Supportive Responsive Client-Focused Dependable Calm Under Pressure Systems Thinker People-Oriented Organized Problem Solver Workflow Designer Encouraging Strong Communicator

Darlene Pedersen

Office Manager | Personal & Commercial Insurance Producer

About Darlene Pedersen

With over 20 years in the insurance industry, I’ve worn many hats — and I wouldn’t have it any other way. From navigating complex commercial coverage to guiding families through the personal lines maze, I take pride in helping people make smart, confident choices. As Office Manager at Weer Insurance Group, I do more than just manage the day-to-day — I keep the heartbeat of our operations steady and strong.

My journey in insurance has taught me one simple truth: people want to be understood. So I listen first. Whether it’s a homeowner looking for peace of mind or a business owner safeguarding their legacy, I make sure their needs are heard and addressed with clarity and care. No jargon. No fluff. Just real solutions that fit real life.

Behind the scenes, I support our amazing team, ensuring they have the tools, guidance, and support they need to thrive. From training new staff to optimizing our workflows, I’m the go-to for making sure everything runs smoothly — so our clients get the best possible service every time.

When I’m not solving insurance puzzles or steering the team through tight deadlines, you’ll find me building strong relationships with our carriers, staying ahead of industry trends, and making sure our agency remains as responsive as it is reliable.

What drives me is knowing that I’m making a difference — that the time I spend with a client or the improvements I implement behind the scenes are helping protect what matters most to someone. That’s the kind of work that means something.

Key Areas of Expertise:

Office & Operations Management

Personal & Commercial Line Strategy

Client Relationship Building

Internal Process Optimization

Staff Development & Support

My goal is to make sure every person who interacts with Weer Insurance feels confident, supported, and valued — because when people feel taken care of, everything else falls into place.

Connect with Darlene

Office: 847 278 1099 ext 111

Direct: 815-581-4011

Email: Darlene@weeryouragent.com

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Kasia Beidrawa

Kasia’s Values & Strengths

Bilingual Service Risk Advisor Liability Expertise Compassion Cultural Sensitivity Policy Customization Trust Professionalism Education Compliance Support Empathy

Kasia Beidrawa

Commercial Insurance Producer | Risk Advisor | Bilingual Specialist

About Kasia Beidrawa

With over a decade of experience in commercial insurance, I help businesses safeguard their operations with well-structured and practical protection strategies. My specialties include general liability, workers’ compensation, and life insurance. Fluent in both Polish and Spanish, I bring an inclusive approach to helping clients understand, access, and navigate their insurance needs.

I believe that insurance should never be confusing. It should be empowering. That’s why I take the time to get to know my clients — who they are, what they do, and where they’re headed. Whether it’s a small construction company, a growing professional services firm, or a family looking to secure their future, I tailor every recommendation to their real-world risks and goals.

Workers’ compensation and liability protection are at the heart of most of the policies I place. I make sure every business is compliant, but I don’t stop there. I look beyond what’s legally required and help clients see where they might have gaps or opportunities to reduce costs over time. From proper employee classification to claims guidance, I’m involved in more than just issuing policies — I help manage the risk journey.

In life insurance, my approach is personal and thoughtful. I understand the weight these decisions carry, and I work closely with clients to help them feel confident about the future they’re protecting. Whether they’re new to life insurance or looking to align it with business succession or estate planning, I’m there every step of the way.

Being bilingual allows me to be more than just a translator — it allows me to connect deeply with clients who might otherwise struggle to ask the questions they really want answered. In both Polish and Spanish, I offer clarity, patience, and professionalism that builds confidence and long-term relationships.

At Weer Insurance Group, I’m proud to work alongside a team that shares my values: clear communication, quick action, and real advocacy. Our clients aren’t just policyholders — they’re people with goals, families, and legacies to protect.

Key Areas of Expertise:

Commercial Insurance Strategy

General Liability & Workers’ Compensation

Life Insurance Planning

Bilingual Communication (Ukrainian, Polish & Spanish)

I’m here to make insurance a tool for peace of mind — not just paperwork. Let’s build a solution that truly fits you. Life Insurance Planning

Bilingual Communication (Polish & Spanish)

At the end of the day, my work is about protection and partnership. I don’t believe in cookie-cutter coverage — I believe in building something that lasts. Whether you're launching your business or looking to elevate your protection, I’m here to help guide the way.

Connect with Kasia

Office: 847 278 1099 ext 105

Direct: 815-581-4044

Email: Kasia@weeryouragent.com

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Tiffany Trevino

Tiffany’s Values & Strengths

Client Education Policy Clarity Claims Advocate Responsive Dependable Strategic Coverage Calm Presence Industry Insight Loyalty Long-Term Focus Protective Planning

Tiffany Trevino

Commercial Insurance Producer | Business Coverage Advisor

About Tiffany Trevino

With more than 20 years of experience in commercial insurance, I’ve built my career around understanding the unique challenges business owners face and helping them protect what they’ve worked hard to grow. My approach is thoughtful and relationship-driven, with an emphasis on trust, follow-through, and straightforward communication.

I’ve had the privilege of working with a wide range of businesses — from first-time entrepreneurs to well-established operations — and each one comes with its own story, goals, and risks. That’s why I never treat coverage like a checklist. I start by listening, asking the right questions, and really learning about what matters most to my clients. Only then do we begin shaping a policy that fits not just their business, but their values too.

My specialty areas include general liability, commercial property, auto, and more nuanced coverage for industry-specific needs. I focus on helping clients see the big picture without overwhelming them with jargon or unnecessary add-ons. It’s not about selling more — it’s about protecting better.

Clients tell me they appreciate my calm, clear guidance and my ability to explain things in a way that makes sense. When a claim arises or a major change comes up, they know they can count on me to respond quickly, advocate for them, and stay by their side until everything is resolved. That kind of reliability is something I take a lot of pride in.

I’m also proud to be part of the team at Weer Insurance Group — a group of people who genuinely care about doing what’s right. We’re not just here for the policy start date. We’re here through renewals, revisions, unexpected challenges, and new opportunities. It’s about building long-term relationships that last well beyond the paperwork.

Key Areas of Expertise:

Commercial Insurance Planning

Risk Evaluation & Coverage Customization

Client Education & Support

Long-Term Relationship Management

Claims Assistance & Advocacy

Insurance should offer more than protection — it should bring peace of mind. That’s what I aim to deliver with every client conversation, every policy update, and every decision we make together.

Connect with Tiffany

Office: 847 278 1099 ext 104

Email: Tiffany@weeryouragent.com

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Sherrie Hurley

Sherrie’s Values & Strengths

Transportation Expertise Fleet Strategy Resilience Construction Risk Liability Insight Hands-On Service Custom Coverage Reliability Industry Knowledge Responsiveness Operational Focus Protection First

Sherrie Hurley

Commercial Insurance Producer | Transportation & Contracting Risk Specialist

About Sherrie Hurley

With 15 years of dedicated experience in the insurance industry, Sherrie Hurley specializes in providing strategic risk solutions for the transportation and contracting sectors. Her deep industry knowledge and hands-on approach make her a trusted advisor for businesses navigating the complex challenges of these high-risk industries.

Sherrie understands that no two operations are the same. She takes the time to learn the intricacies of each client’s business, crafting customized insurance programs that not only protect assets but also support operational efficiency and long-term growth. From securing specialized coverage for fleet operations to addressing the evolving risks faced by contractors, Sherrie ensures her clients have the right protection in place at all times.

Known for her exceptional client service and attention to detail, Sherrie goes beyond simply placing coverage—she builds lasting partnerships focused on helping her clients stay competitive and resilient in an ever-changing market.

Key Areas of Expertise:

Transportation & Fleet Risk Management

Contracting & Construction Insurance Solutions

Complex Liability & Coverage Structuring

Client-Focused Risk Mitigation Strategies

With Sherrie on your side, you gain a dedicated advocate committed to protecting your business and positioning it for success.

Connect with Sherrie

Office: (847) 278-1099 ext 107

Direct: (847) 960-5813

Email: sherrie@weeryouragent.com

Calendly: https://calendly.com/sherrie-weeryouragent

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Yulia Lozynska

Yulia’s Values & Strengths

Multilingual Service Clarity Compassion Personalized Support Education Trust Builder Cultural Connection Coverage Confidence Empathy Reliability Client Respect Listening Insurance Guide Responsiveness Supportive Care

Yulia Lozynska

Personal & Commercial Insurance Producer | Multilingual Advisor

About Yulia Lozynska

As a producer at Weer Insurance Group, I focus on both personal and commercial lines, helping individuals and businesses find insurance solutions that truly fit their needs. I work from our Chicago office, where I support a broad client base — including many walk-in customers — with a warm, educational, and personalized approach.

With a background in customer service and a deep understanding of policy structures, I help clients make informed decisions. Whether you’re looking for auto, home, or small business coverage, I guide you through the options, explain the key differences, and help you feel confident in your protection plan.

Fluent in Polish, Russian, and Ukrainian, I regularly support clients in their native language, helping reduce the stress and uncertainty that often comes with navigating insurance documents. Being able to explain coverage clearly and directly is something I value — it allows my clients to ask better questions, make more informed choices, and feel truly supported.

My day-to-day involves much more than issuing policies. I assist clients with renewals, service updates, and changes to their coverage as their lives and businesses evolve. Every interaction is an opportunity to reinforce trust, and I take that responsibility seriously. Whether someone is insuring their first apartment or expanding their small business, I meet them where they are and walk with them through the process.

One of the most rewarding parts of my work is seeing the long-term relationships we build. Insurance isn’t just a product — it’s a promise. And I’m here to help clients feel confident that they’ve made the right choice.

Key Areas of Expertise:

Personal & Commercial Insurance Solutions

Client Education & Coverage Explanation

Policy Adjustments & Renewals

Multilingual Support (Polish, Russian, Ukrainian)

My goal is simple: to make insurance feel less overwhelming and more empowering. I’m here to listen, guide, and help you protect what matters most — with coverage that’s as clear as it is reliable.

Connect with Yulia

Phone: 773-545-2001

Email: yulia@covgo.com

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Marta Struts

Marta’s Values & Strengths

Multilingual Service Approachable Reliable Detail-Oriented Client Trust Clear Communication Flexible Friendly Support Coverage Clarity Follow Through Customer Focused Policy Knowledge

Marta Struts

Personal & Commercial Insurance Producer | Account Manager

About Marta Struts

With over five years of experience in both personal and commercial insurance, I bring a steady, service-oriented approach to every client I work with. As a producer and account manager based in our Chicago office, I handle everything from walk-in consultations to detailed coverage reviews, ensuring that every client receives the kind of attention and follow-up they deserve.

Fluent in Polish, Russian, and Ukrainian, I support clients from diverse backgrounds with thoughtful communication and personalized service. Whether someone is looking to protect their home, car, or business, I help break down their options and walk them through each step of the process. My goal is to make insurance feel approachable — not overwhelming.

As both a producer and account manager, I wear multiple hats daily. One moment I’m quoting a new policy for a business owner, and the next I’m following up on a claim or assisting with a renewal. That balance of sales and service allows me to build long-term relationships and support my clients beyond the initial policy.

What I enjoy most is helping people feel confident about their insurance. It’s incredibly rewarding to see a client leave our office feeling informed and secure, knowing their coverage reflects their actual needs and not just a standard template.

At Weer Insurance Group, I’m proud to be part of a team that values both technical expertise and human connection. Insurance can be complex, but with the right guidance, it doesn’t have to be frustrating. That’s the experience I aim to provide — one conversation at a time.

Key Areas of Expertise:

Personal & Commercial Lines

Account Management & Client Retention

Walk-In Client Support

Multilingual Communication (Polish, Russian, Ukrainian)

Policy Service, Claims, and Renewals

Insurance isn’t just about paperwork — it’s about helping people protect the things that matter most. I’m here to make that process easier, clearer, and more personal for every client I meet.

Connect with Marta

Office: 773 545 2001

Email: Marta@covgo.com

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Halyna Kuzmyn

Halyna’s Values & Strengths

Trucking Focus Cargo Expertise Multilingual Care Timely Service DOT Knowledge Clarity Client Confidence Dependable Adaptable Professional Support Hands-On Help Language Access Efficient Response Coverage Accuracy Long-Term Trust

Halyna Kuzmyn

Trucking Insurance Specialist | Personal & Commercial Insurance Producer

About Halyna Kuzmyn

With over five years of experience in the insurance industry, I specialize in trucking and cargo insurance while also supporting a variety of personal and small commercial lines. My goal is to help clients navigate their coverage with clarity, especially in high-pressure industries like transportation.

I’m based in our Chicago office, where I serve both walk-in and long-term clients. Being fluent in Polish, Russian, and Ukrainian allows me to connect with a diverse group of customers, helping them feel understood and confident in their decisions. I believe clear communication is just as important as policy accuracy — both are critical to building trust.

In the transportation sector, I support clients through the day-to-day demands of trucking insurance. From managing liability and cargo coverage to helping ensure compliance with DOT regulations, I’m here to provide timely, knowledgeable service. My clients know they can count on me to answer questions, process updates quickly, and offer real support when they need it most.

Beyond trucking, I also assist families and business owners with more traditional insurance needs. Whether it's helping a client update a personal policy or guiding a small business through changes, I make sure their coverage matches their current stage in life or business. I aim to keep the process straightforward and supportive from start to finish.

What I value most is building long-term client relationships. Insurance isn’t just about protection — it’s about helping people feel secure. When clients know they have someone who speaks their language and understands their concerns, they feel empowered. That’s what makes my work rewarding.

Key Areas of Expertise:

Trucking & Cargo Insurance

Personal & Commercial Coverage

Multilingual Support (Polish, Russian, Ukrainian)

Client Education & Service

Walk-In & Ongoing Client Relationship Management

No matter the need, I work to deliver service that’s prompt, personal, and practical — because when it comes to insurance, confidence starts with clarity.

Connect with Halyna

Office: 773 545 2001 ext.203

Email: Halyna@covgo.com

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Kenia Gallardo

Kenia’s Values & Strengths

Trucking Focus Fast Certificates Spanish Fluency Compliance First Client Trust Responsiveness Coverage Confidence Detailed Support Risk Navigation Proactive Fleet Support Clarity Partnership Empowerment Dependable

Kenia Gallardo

Trucking Insurance Account Manager | Transportation Coverage Advisor

About Kenia Gallardo

With over seven years of experience specializing in trucking and cargo insurance, I help transportation professionals stay compliant, protected, and confident in their coverage. My clients range from independent operators to growing fleets, and I work closely with each of them to build solutions that meet their specific needs and challenges.

Based remotely and fully connected, I support my clients with responsiveness and clarity. I know that in the transportation world, time is everything — whether it’s getting a certificate fast or updating a policy to reflect a new route or load. I move quickly, communicate clearly, and always follow through.

Fluent in Spanish, I also ensure that my clients feel fully informed in a language they’re comfortable with. There’s power in understanding your policy, and I make sure my clients don’t just get coverage — they understand it, own it, and trust it to protect their business.

Trucking insurance is a unique niche, and I’ve grown to love the complexity and the community behind it. From navigating federal and state compliance to identifying gaps in cargo protection or liability, I’m hands-on and detail-driven. My job is to make sure the moving parts of your policy align with the moving parts of your business.

One of the things I value most is building trust. When a client calls in a moment of stress or uncertainty, I want them to feel like they’re calling a teammate — not a stranger. I take every question seriously and treat every account like it matters, because it does.

At Weer Insurance Group, I’m proud to be part of a team that puts relationships and service at the center of everything we do. Whether it’s securing the right endorsements, reviewing policies, or helping with renewals, I stay proactive so my clients can stay on the road.

Key Areas of Expertise:

Trucking & Cargo Insurance

Transportation Risk Strategy

Spanish-Speaking Client Support

Policy Adjustments & Client Communication

Compliance-Oriented Coverage Design

In transportation, a lot can change in a day. I’m here to make sure your insurance keeps up — so you can keep moving forward.

Melody David

Melody’s Values & Strengths

Automation Leader Efficient Supportive Detail-Oriented Workflow Builder Multilingual Reliable Tech-Savvy Client-Centered Process Optimizer Fast & Accurate Organized Clear Communicator Problem Solver Team Focused

Melody David

Account Manager & Automation Lead

About Melody David

I manage a wide range of responsibilities across new business, service, and renewals for both commercial and personal lines. In addition to supporting clients, I also lead our automation and systems processes — making sure our agency is always running smarter and more efficiently.

At the heart of my work is a goal to simplify and streamline. Whether it’s helping a client update their policy, processing a certificate, or building workflows to speed up internal communication, I focus on clarity, consistency, and care.

I’m hands-on with all the day-to-day service work — policy changes, renewals, certificates, and everything in between. I support our producers, account managers, and clients directly to make sure nothing slips through the cracks. My role touches many points of the agency, and I work hard to make sure each one runs as smoothly as possible.

Fluent in English, Filipino, Tagalog, and Cebuano, I also support our diverse client base in the language they’re most comfortable using. Insurance is already complicated — my goal is to make it feel a little less so by making every interaction easier to understand and more personalized.

Automation plays a big role in how I improve efficiency for the team. I create and refine systems that streamline how we communicate, track updates, and manage service requests. From internal checklists to client follow-ups, I’m always looking for ways to cut down friction and save time.

Key Areas of Expertise:

Policy Processing & Client Service

Automation & Systems Optimization

Commercial & Personal Lines Support

Multilingual Communication

Workflow Efficiency & Team Enablement

Whether I’m solving a service issue or updating a process, I’m here to make insurance support faster, clearer, and more reliable for our team and our clients.

Grace Numeron

Grace’s Values & Strengths

Multilingual Support Calm & Reliable Accuracy Compassionate Documentation Expert Efficient Service Client-Focused Bilingual Care Friendly Tone Detail-Minded Follow-Through Timely Response Trustworthy Helpful Consistency

Grace Numeron

Customer Service Representative | Certificates Specialist

About Grace Numeron

I play a key role in making sure our clients feel supported, informed, and well taken care of. My primary focus is managing certificates of insurance (COIs), handling cancellation notices, and assisting with customer service — all with a focus on clarity and care.

At Weer Insurance Group, I’m often the first point of contact when clients need assistance with documentation. Whether it’s confirming policy information, updating records, or sending out time-sensitive COIs, I manage each request with diligence and a calm, professional approach. Behind the scenes, I also coordinate closely with account managers and producers to make sure client needs are met quickly and accurately.

Fluent in English, Filipino, Tagalog, and Cebuano, I’m proud to provide multilingual service that helps clients feel more comfortable and confident in their communication with us. It’s important to me that every client — no matter their background — feels heard and supported throughout their insurance journey.

I bring an organized, detail-oriented mindset to every task. From managing deadlines to following up with carriers and clients, I ensure that nothing is missed and everything is delivered on time. I’ve learned that small details can have a big impact when it comes to insurance documentation, and I always double-check to make sure things are right the first time.

The part I enjoy most is being able to bring peace of mind to our clients. Insurance paperwork may not be the most exciting part of someone’s day, but when it’s handled properly, it can make all the difference. That’s where I come in — making sure the paperwork is seamless so clients can focus on what matters most to them.

Key Areas of Expertise:

Certificate & Cancellation Management

Customer Communication & Support

Documentation Accuracy & Coordination

Multilingual Client Service

I strive to create a smooth, friendly experience for every client — because good service isn’t just about doing the job, it’s about doing it with care.

Sharon Stuebner

Sharon’s Values & Strengths

Reliable Backbone Organized Supportive Administrative Pro Dependable Precise Behind-the-Scenes Impact Trusted Process-Oriented Quiet Strength Detail Keeper Timely

Sharon Stuebner

Administrative Support Specialist

About Sharon Stuebner

With over 30 years of experience, I provide the foundation that helps everything at Weer Insurance Group run smoothly behind the scenes. My work covers everything from document coordination to internal support, and I make it my mission to ensure nothing slips through the cracks.

My background in administrative workflow and team coordination has taught me that the little things matter — a lot. Whether it’s preparing files for client meetings, updating internal systems, or assisting with reporting, I help keep our team organized, efficient, and focused on what they do best: serving our clients.

I’ve always believed that strong operations create stronger service. That’s why I focus on consistency, accuracy, and follow-through. When someone on our team needs help managing a task or streamlining a process, I’m the one they count on to get it done.

Working in a support role means I don’t always interact with clients directly, but my impact touches every file, every communication, and every policy that moves through our system. I’m proud to help make sure those processes are handled with care and precision.

Key Areas of Expertise:

Administrative Workflow & Operations

Internal Team Support

Coordination & Document Management

Process Consistency & Quality Control

Behind every great agency is a system that works — and I’m here to help build and maintain it every day.

Paula Delos Reyes

Paula’s Values & Strengths

Financial Accuracy Detail-Oriented Reliable Organized Billing Expert Accountability Professionalism Compliance-Minded Dependable Behind-the-Scenes Strength Trustworthy Calm Precision Systematic Integrity Supportive Partner

Paula Delos Reyes

Accounting

About Paula Delos Reyes

With over 12 years of experience in agency accounting, I manage all billing, invoicing, and financial transactions for Weer Insurance Group. My goal is to make sure every financial detail aligns with both our internal processes and the service expectations of our clients.

Numbers might not be flashy, but they’re essential — and I treat them with the care they deserve. Whether I’m reconciling a carrier payment, issuing a client invoice, or preparing internal reports, I approach each task with accuracy, organization, and a deep respect for detail.

Clients may not always see my work firsthand, but they feel the impact of a well-managed financial system. From accurate billing to prompt follow-ups, I help ensure their experience with our agency remains smooth, clear, and professional.

Internally, I support the team by maintaining financial order. I coordinate with producers, assistants, and leadership to ensure transactions are processed properly and on time. My work helps maintain our credibility with both clients and carrier partners, which is essential to everything we do.

Key Areas of Expertise:

Billing & Financial Oversight

Transaction Management

Carrier Reconciliation & Reporting

Accuracy & Compliance Standards

Financial peace of mind is just as important as policy protection. I’m here to make sure every number adds up — and that every process supports our promise of excellence.