Our Team

Leadership

Insurance Specialists You Can Reach

Our professionals blend carrier relationships, regulatory knowledge, and genuine client advocacy.

Daniel Mercer

Daniel Mercer

Chief Executive Officer

Twenty-five years in personal and commercial brokerage; focuses on strategic accounts and carrier negotiations.

Elena Vasquez

Elena Vasquez

Director of Operations

Oversees policy fulfillment, compliance workflows, and the client service desk for timely certificates.

Marcus Chen

Marcus Chen

Commercial Lines Lead

Structures BOP, GL, property, and umbrella programs for contractors and professional firms.

Priya Nandan

Priya Nandan

Client Services Manager

Champions claim advocacy and benefits enrollment for employer groups.

Robert Walsh

Robert Walsh

Life & Annuity Advisor

Designs income protection and estate liquidity strategies for multigenerational families.

Samantha Irwin

Samantha Irwin

Health Benefits Consultant

Guides medical plan selection, wellness incentives, and open enrollment logistics.

Tyler Brooks

Tyler Brooks

Personal Lines Producer

Specializes in home, auto, and umbrella bundles for homeowners and renters.

Alicia Moore

Alicia Moore

Risk Analyst

Reviews loss histories and recommends safety investments that favorably influence renewals.