Tricia is our President and CEO, and co-owner. She is responsible for overall operations. Tricia’s entire career has been in the brokerage industry, spending her first 12 years holding various roles in Nationwide’s brokerage before transitioning to Westfield to launch their brokerage division. During her 20-year tenure at Westfield Specialty Brokerage, she served in all aspects of the business, ultimately leading the entire operation. Tricia resides in Lewis Center, Ohio, where she raised her three grown children. She and her husband enjoy traveling anywhere warm near the ocean.
Brian is our CFO and co-owner. He is responsible for HR, Legal, Finance, IT, and Compliance. He has over 30 years of experience in Claims, Agency Operations, and Corporate Training. Brian previously led Westfield’s internal agency operation. He graduated from Bowling Green State University with a Bachelors in Insurance and Risk Management and earned his CPCU in 1997. He lives near Cleveland, Ohio. Brian and his wife have three grown daughters, and they enjoy boating and spending time together near the water.
Lisa is our Vice President of commercial lines. She handles all commercial operations as well as oversees commercial staff. In addition, she is responsible for new business production as well as program management. Lisa has been in the insurance industry for 16 years, of which the latest ten years have been with Specialty Brokerage. Lisa resides in Westerville, Ohio, with her husband. She enjoys spending time with her three children and two grandchildren, walking, reading, and socializing with friends.
Rachel is our Vice President of personal lines. She is responsible for operations and personnel in the personal lines division. Rachel is also responsible for new business generation. She is a graduate of The Ohio State University. She has over ten years of personal lines experience in both agency and brokerage operations. Rachel resides in Westerville, Ohio, with her husband and enjoys boating, watersports, traveling, and spending time with family and friends.
Debbie serves as our staff accountant. She is responsible for all aspects of the job, including carrier payments, producer payments, and monthly reconciliation for many accounts. She is a graduate of Columbus State. While Debbie has served in an accounting role for many different trades, her last eight years have been spent in the insurance industry. Debbie lives in Reynoldsburg, Ohio, with her husband and two beagles. She enjoys family vacations with her three children and seven grandchildren and gardening.
Justin Hamilton, ANFI
Justin Hamilton is a Commercial Lines New Business Producer. He is responsible for generating new business as well as initiating and cultivating relationships with our agents and carriers. He earned his Bachelor of Science in business management and visual communication from Mount Vernon Nazarene University. Justin has been in the insurance industry for eight years of which he spent the majority of time leading a WYO flood division before transitioning to our brokerage operation. Justin resides in Centerburg Ohio with his wife and daughter. He enjoys repurposing antiques and hitting the gym.
April is one of our two Commercial Lines Renewal Underwriters. Together they are responsible for most of Specialty Brokerage’s commercial renewals, ensuring that coverage stays up-to-date and remarketing when necessary. April has over 35 years of experience in the insurance industry, in commercial and personal lines spanning agency and brokerage operations. April and her husband have two grown daughters and enjoy spending time with their five grandchildren and traveling.
Jen is a Commercial Lines Renewal Underwriter. She is responsible for servicing, reviewing, and re-marketing a large number of our commercial accounts. Jen is a graduate of The Ohio State University. She has been in the insurance industry for nine years, working specifically in commercial lines for 7 of those years. Jen resides in Columbus, Ohio, and enjoys spending time with family and cheering on the Columbus Bluejackets.
Kendra is a Sr. Commercial Lines CSR. She is instrumental in providing servicing for both new business and renewal accounts.
She provides rating support along with policy issuing and many other day-to-day activities. Kendra has over 31 years of experience in the insurance industry, including roles with carriers and brokerage operations. Kendra resides in Westerville, Ohio. She has one grown daughter and enjoys walking dogs for the CHA Animal Shelter, listening to her favorite local bands with friends, and watching Ohio State Buckeye football.
Collette is a Sr. Commercial Lines CSR. She comes to us with over 10 years of experience in both personal and commercial lines. Collette resides in Oak Harbor, Ohio, with her husband of 28 years. She has two children and one grandson, loves to cook, and enjoys spending time by the lake.
Sherry is a New Business Personal Lines Producer. She is responsible for new business production in her assigned territory. Sherry has over 30 years of insurance experience, with the first six years in claims and her subsequent 24 years in the brokerage operation. Sherry has extensive knowledge of our high-valued homeowners products as well as our other admitted and non-admitted personal lines offerings. Sherry resides in Lancaster, Pa, with her husband. She enjoys spending time with her two children and grandchildren, camping, reading, and spending quality time with friends.
Rachel is a New Business Personal Lines Producer. She is responsible for new business production in many states, working with our admitted and non-admitted products. Rachel graduated from The Ohio State University and has been in insurance for five years. Rachel resides in Columbus, Ohio, and enjoys cheering on all kinds of Ohio State sports.
Kristian is a Sr. CSR for our personal lines division. She has been vital in developing, growing, and maintaining key personal lines programs, including American Modern and Hagerty. Kristian also provides many support functions for our other personal lines products. She has been in the insurance industry for ten years. Kristian resides in central Ohio and enjoys volleyball and spending time with her family.
Alex is a Sr. Personal Lines CSR. He provides service and support to our personal lines business with emphasis on our private flood renewals. Alex also assists in IT operations. He is a Summa Cum Laude graduate of the University of Akron with a Bachelor of Science in Computer Information systems. He has been in the insurance industry for two years. Alex lives with his wife and Labrador Retriever Stella in Sunbury, Ohio. Alex enjoys amateur radio, traveling, and astronomy.
Payton Kantzer is a Sr. Personal Lines CSR. She is responsible for servicing both our admitted and non-admitted personal lines accounts. She is also involved in rating and providing front-line support. She has been in insurance for over four years with experience in both commercial and personal lines. Payton resides in Dover, Ohio, with her three four-legged “children,” and enjoys hiking and kayaking in her spare time.
Tiffany is a Sr. CSR in our personal lines division. She has been in the insurance industry for 8 years and has served in both agency and brokerage roles. Tiffany provides support for our admitted and non-admitted personal lines products. Tiffany enjoys dabbling in the art world and vacationing at the beach!