Management
Bernie Brown
President
- Thirty years plus of insurance advisory experience
- Chartered Property & Casualty Underwriter (CPCU)
- Chartered Life Underwriter (CLU)
- St. John’s School of Risk Management and Actuarial Science ( BBA, Insurance)
- Harvard Business School (MBA)
- Message from the President →
Bill Lovallo
Manager of Servicing
- Twenty years plus of insurance agency and risk management experience
- Licensed Property/Casualty and Life/Health insurance agent
- Chartered Property & Casualty Underwriter (CPCU)
- University of Connecticut (BS, Business Administration)
Mai Pham
Manager of Technology
- Ten years experience in commercial loan and servicing
- Microsoft Office Specialist Word 2016 Expert
- University of North Vietnam, mathematics
Professional Staff
Denise Agans
Senior Consultant
- Ten years experience in commercial loan closing and servicing
- Strayer University (BBA)
Bernie Brown
President
- Thirty years plus of insurance advisory experience
- Chartered Property & Casualty Underwriter (CPCU)
- Chartered Life Underwriter (CLU)
- St. John’s School of Risk Management and Actuarial Science ( BBA, Insurance)
- Harvard Business School (MBA)
- Message from the President →
Bill Lovallo
Manager of Servicing
- Twenty years plus of insurance agency and risk management experience
- Licensed Property/Casualty and Life/Health insurance agent
- Chartered Property & Casualty Underwriter (CPCU)
- University of Connecticut (BS, Business Administration)
Mai Pham
Manager of Technology
- Ten years experience in commercial loan and servicing
- Microsoft Office Specialist Word 2016 Expert
- University of North Vietnam, mathematics
Karen Smith
Senior Consultant
- Fifteen years experience in reinsurance and Insurance
- Chartered Property and Casualty Underwriter (CPCU)
- Indiana University (BA)