Mission Statement

Mission Statement

To be a trusted property and casualty insurance advisor for the residents, business owners and non-profit organizations in Sanibel, Captiva and Southwest Florida coastal areas.

Our mission is focused on the following groups:



Our licensed team of professionals possess outstanding knowledge, integrity and an unwavering commitment to client service. We provide individual attention and customized solutions to ensure our clients peace of mind and support when they need it most.



We are keenly focused on maintaining a culture in which each staff member feels valued, appreciated and empowered. We provide opportunities for industry education and professional growth.



We strongly believe in giving back to the communities that support us. Our staff is encouraged to, and does, serve on many non-profit boards and committees and volunteers to support community events and activities. Additionally, we provide financial support to many worthy causes, particularly those focused on supporting individuals, the arts and conservation efforts.


Vision Statement

To remain a locally owned, independent insurance agency staffed by fully licensed professionals. We endeavor to be South Florida’s de-facto insurance resource by remaining proactive and laser-focused on our area’s unique — and ever-changing — insurance needs.


Core Beliefs

Integrity: We do not “sell” insurance policies. We provide a thorough review of each risk and educate clients on the rationale behind the coverages options we provide.


Prudent underwriting: In an effort to avoid surprises after policy issuance, we apply sound judgement upfront to ensure the right coverage for each risk.


White-glove client service: Our team approach, and many means of communication, afford our clients the ability to have their needs addressed quickly.


Mutual respect: Our staff knows each person’s contribution to our company is valuable and our close-knit team works together to meet the needs of our clients.