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.
Kurt E. Taylor
Mr. Taylor founded the organization in July 1996. He holds active Ohio Life, Health, Accident, Variable Annuities and Property and Casualty licenses. As the organization’s President, Kurt manages the day to day operations. Additionally, he is active in new business development and client service for a number of the organization’s clients.
Kimberly A. Brown
Ms. Brown joined the organization in July 2004. She holds active Ohio Life, Health, Accident, Variable Annuities and Property and Casualty licenses. As Account Manager, Kim’s primary focus is client service for our employee benefit, individual and Medicare clients.
Misty L. Caudill
Ms. Caudill joined the organization in February 2006. She holds active Property and Casualty licenses. As Commercial Account Coordinator, Misty’s primary focus is commercial client evaluation and proposal development for the property and casualty clients.
Andrew T. Radcliffe
Mr. Radcliffe joined the organization in September 2008. He holds active Ohio Life, Health, Accident, Variable Annuities and Property and Casualty licenses. As Sales Representative, Andy’s primary focus is new business development of commercial and personal lines property and casualty clients.
Shannon M. Brown
Ms. Brown joined the organization in January 2016. She holds an active Property and Casualty license. As Client Service Representative, Shannon’s primary focus is client service for our property and casualty clients.
Brian has been in the insurance industry since 2007, specializing in insurance based financial planning for businesses and individuals. His areas of expertise include Asset & Income Protection, Wealth Preservation, and Strategic Business Planning. Brian maintains the following designations: Certified Financial Planner (CFP®), Charted Life Underwriter (CLU®), Certification for Long-Term Care (CLTC®) and Certified Insurance Counselor (CIC); he utilizes professional experience and education to provide high level solutions to his clients. Brian received his Bachelors of Business Administration from Ohio University in Athens, OH and resides in Powell, OH with his wife Kristin, daughters Avery and Paige, and Goldendoodle Piper.