We are a full service company

Where We Excell

Licensed nationally, we have steadfast relationships with America’s premier carriers, allowing us to utilize the best resources the insurance industry has to offer. This unparalleled market access, as well as our position as a privately held organization, enables our risk advisors to deliver impartial recommendations that are truly in the best interests of our clients. Here we make it a priority to provide each of our clients with exceptional advice, service and the peace of mind they deserve.

Private Client

When it comes to insuring significant assets, we understand the unique and complex needs of those that have more to protect.

Home Insurance

How comprehensive is your Homeowner Insurance?
The cost of coverage is always an important consideration when selecting a home insurance provider.


Get Up To Speed
Receiving the best value for your premium dollar is more important than ever.


When was the last time you took the time to review your life insurance program - arguably the most important coverage you can secure for your family’s financial future

Commercial Lines

The Key To A Successful Business Plan...
With our commercial division, we take care of you, so you can take care of your business.

Marine Insurance

A safe harbor is more than just where you dock your vessel – it’s the insurance brokerage that will be there when you need it.

A Steadfast Team

Our Trusted Advisors

Lisa Crane
Lisa Crane

Director of Operations Direct: (772) 257-3425 Cell: (772) 532-3349

Jonathan Schwiering, CIC
Jonathan Schwiering, CIC

Vero  President Direct: (772) 257-3438 Cell: (772) 584-1491

Mary Campbell
Mary Campbell

Director of Commercial Lines   Direct:  (772) 257-3437

John D’Albora
John D’Albora

VI Risk Advisor   Cell: (772) 643-2800

Roger Lynch
Roger Lynch

VI Risk Advisor   Direct: (772) 226-6218 Cell: (917) 797-7172  

Karen Mann
Karen Mann

VI Risk Advisor Direct: (772) 257-3423  

Rita Miller
Rita Miller

VI Risk Advisor   Direct: (772) 257-3424  

Melissa Shine, CIC
Melissa Shine, CIC

VI Risk Advisor  Direct: (772) 257-3427 Cell: (772) 538-5070

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We believe in this community. In addition to helping protect families and businesses – we feel strongly about lending our hands to build a better tomorrow for Vero Beach. Our team understands the importance of supporting the people and places that make this town our home. We consider it our ensurance policy. We never stop working for you.

St. Edward’s
Boys and Girls Club of IR
Boys and Girls Club of Martin
Multiple Charitable Golf Events
Dog’s For Life
Indian River Soccer Association
John’s Island Foundation
Community Foundation
Quail Valley Charities
United Way

Humane Society of Vero Beach
March of Dimes
Relay for Life – Cancer
Children’s Home Society
Junior League
Harvest Food and Outreach
Homeless Family Center
Hibiscus Children’s Center
Habitat for Humanity
Indian River Healthy Start Coalition