Personal Property & Casualty

Private Client Group


As an individual, your insurance and investment needs can be complex. Carefully analyzing every aspect of your personal financial interests while keeping abreast of constant changes can be daunting. You can trust us to stay in front of the transforming industry and guide you through the many choices to be made.

Private Client Group

Key Offerings

Our private clients trust us to assess their risk exposure based on their assets, activities, and goals. We help you determine if you are adequately covered. When appropriate, we guide you to additional options that might have been previously lacking of causing inadequate coverage in your current portfolio. We conduct an annual review of your coverages so that policies can be adapted as your personal needs change.

Key offerings inlcude:

  • Home
  • Auto
  • Farm and Ranch
  • Umbrella – Up to $100 million
  • Boat, Yacht, Watercraft, Aircraft and Recreational Vehicles
  • Worker’s Compensation for Household Staff
  • Personal Risk Management
  • Collection Policies – Jewelry, Fine Art and Sports Memorabilia
  • Kidnap and Ransom