Our Team

Leadership

Meet Our Experienced Team

Licensed producers, claims advocates, and risk engineers collaborate to deliver consistent service across every product line.

Portrait of Robert Hale

Robert Hale

Chief Executive Officer

Guides carrier strategy and community partnerships with three decades of underwriting experience.

Portrait of Elena Vasquez

Elena Vasquez

Head of Claims

Leads catastrophe response teams and quality reviews for fair, timely settlements.

Portrait of Marcus Chen

Marcus Chen

Commercial Lines Director

Designs tailored programs for manufacturing, technology, and professional services firms.

Portrait of Priya Nair

Priya Nair

Personal Lines Lead

Specializes in life, health, and home bundles for growing families.

Portrait of James Ortiz

James Ortiz

Risk Engineering Manager

Conducts on-site surveys and recommends loss control improvements.

Portrait of Hannah Brooks

Hannah Brooks

Client Experience Director

Oversees digital portals, accessibility, and satisfaction benchmarking.

Portrait of David Kim

David Kim

Senior Life Advisor

Helps clients structure beneficiaries, trusts, and long-term care funding.

Portrait of Laura Simmons

Laura Simmons

Health Plan Specialist

Compares networks, formularies, and supplemental benefits for employers and individuals.