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Meet Our Staff

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

Connie Tate


Connie has over 30 years of experience working with Employers in the design and implementation of employee benefit plans.

She has worked in various fields of the health care industry to include working for a multi-physician provider office, an insurance company and as a business owner.

James Hyler


James has worked for 36 years helping businesses with their property & casualty needs especially when it comes to risk management.

He is a Certified Professional Insurance Agent (CPIA) and specializes in working with individuals and business for commercial insurance of all types including Property/Casualty, General Liability, Workers Compensation and all types of Bonds.

Phil Ketron


Phil has been helping Employers with their benefits since 1996 and specializes in the Affordable Care Act (ACA) compliance.

He is a Certified Employe Benefit Specialist (CEBS) and has a Masters Degree in Business Administration (MBA). Phil also specializes in senior products such as Medicare Advantage Plans, Supplements, etc.

Meghan Shaffer

Customer Service Representative

Meghan has been a customer service representative for over 10 years in both insurance and the banking industry.

She graduated from King University with a Masters in Business Administration (MBA) and specializes in helping small businesses with their employee benefits.

Kristy Cormier

Customer Service Representative

Kristy has been a customer service representative in the insurance industry for over 15 years.

She is very knowledgeable in assessing auto, home and personal liability needs. Kristy can also tell you where the closest Starbucks is at and the quickest way to get there.