Background

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With over 15 years of experience managing the day-to-day operations of medical clinics, Theo made a successful transition to the wholesale side of the industry, providing clients across the Midwest with solutions tailored to meet their specific needs. As his family grew and travel demands increased, Theo shifted his focus and earned his Property, Casualty, Life, and Health licenses. He spent three years at a captive agency, gaining valuable industry knowledge before moving to the brokerage side of the business where he once again finds ways to tailor solutions to meet the needs of his clients.    

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Role

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Theo takes a personalized approach to understanding his clients and recommends the most appropriate coverage options for their business and personal insurance needs. Drawing from his extensive experience in business management, Theo helps business owners and decision-makers identify their unique insurance risks and crafts customized solutions to ensure comprehensive coverage.

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Outside of Work

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Theo is a dedicated husband and father of two young children, always on the move with family adventures. Whether exploring parks, museums, or discovering new activities, he makes the most of every moment with his loved ones. In his downtime, Theo enjoys introducing his children to his passion for cycling, often encouraging them to join him on long, scenic bike rides.

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What does Theo like most about working at an independent agency?

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Theo values the ability to build strong, personal relationships with clients in the independent agency environment. He takes pride in offering customized solutions and a wide array of coverage options tailored to meet the specific needs of each client. Theo also appreciates the true sense of partnership that comes from working closely with carrier partners, allowing him to offer superior service and flexible options—advantages that a captive agency simply cannot provide.

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NPN: 20223209