Mission Statement

We build long-term relationships by providing clients with expert insurance and financial solutions. 

We help individuals, families, and businesses protect themselves against loss and to gain financial independence.
 

We exist to serve our clients with flexible, friendly service – one client at a time.

The Team Approach

Over the years, we have found that a team approach can be an effective method of helping clients with a wide variety of needs, as they navigate the complex world of insurance.

We invite you to discover and experience the benefits of a diverse team with differing educational interests, experiences, and strategies.

One-size-fits-all just doesn't apply to insurance, which is why every client gets our undivided attention. We take a proactive approach when helping you develop a strategy to address all of your insurance needs. We recognize that everyone encounters challenges along the way and strive to anticipate those situations before they occur. 

Jennifer Stead

Jennifer Stead

Agency Manager and Business Insurance Team Leader

571-406-3838

703-743-7996

Sarah Hess

Sarah Hess

Office Manager & Executive Assistant to Bill Harvey

703-743-7988

703-743-7996

Bethany Rodriguez

Bethany Rodriguez

Business Insurance Account Manager

703-743-7993

703-743-7996

Kathy Nathanson

Kathy Nathanson

Personal Insurance Team Leader

571-406-3888

703-743-7996

Megan Heilman

Megan Heilman

Personal Insurance Account Manager

703-743-7994

703-743-7996

Kimberly Smith

Kimberly Smith

Personal Insurance Account Manager

703-743-7995

703-743-7996

Client Centered

Whether you are looking for help protecting your family, your home, or your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team has years of experience in the insurance industry. We can help you address your needs of today and for many years to come. We look forward to working with you.

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