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Financial Institutions


Our agency manages the insurance programs for numerous local community banks with offices located in a 7-county area throughout northeast Ohio.  As you would expect of any professionals, discretion and privacy are of the utmost importance to us as we manage our client accounts.  Why do WE place and manage so many coverages for so many (competing) community banks?  Because they want a LOCAL agency/broker who still has a keen understanding of what their business is all about and who knows the unique coverage requirements and insurance products they’ll need.  We do.

Agency principal, Scott Young, CPA, spent three years as an Ohio bank examiner and then five years as VP-Controller of a large, community bank before becoming an owner of our firm.  He knows the ropes.  Mr. Young, Linda Brinkerhoff (Account Executive, former banking experience) and principal, Scott Allen, have worked with the insurance accounts of many banks and can be TRUSTED to do the job with competence, discretion and professionalism.  This team knows the banking insurance marketplace and the myriad specialized coverage forms necessary to assemble the right program of protection for a bank or financial institution.  Working closely with key bank insurance markets like Chubb, Cincinnati and Travelers, we can make a difference.

If you’re a bank officer, controller, or director, call us anytime to talk about what services we might bring to the table to help YOUR bank.  Email us on the links above if that proves to be more convenient.  We’d love to speak with you!