Founded in 2003, SureVest Insurance Group has always been deeply committed to our community. You want to protect what matters to you, your family and your business – and we can help you make sure of it. We align with the values of Erie Insurance and their guiding philosophy to “Provide our Policyholders with as near perfect protection, as near perfect service, as is humanly possible, and to do so at the lowest possible cost.”
As a boutique independent agency, we have the advantage of working in small teams that allow us to focus on the highest quality and strongest customer service anywhere. We represent various companies, which enables us to find the very best policies and the right fit for you. We always take the time to ask questions and get to know what is important to you, your family, your business or all of the above; and we have answers for you both right now, and as your insurance needs change over time.
Our mission is to provide our customers with unsurpassed personalized service. We want to make clear and comprehensible protection a reality for you, while also forming long-term relationships necessary for the growth of our shared community.
We believe that doing good in the community is good business and we give back through our #AgentsofChange movement and Community Causes.
T: 866-632-1531 x404
I was born and raised in Raleigh, NC. I went to Broughton High School, and graduated from North Carolina State University in 2002. I’ve seen many changes in Raleigh since then, and I love being part of a growing and thriving community.
I have 25 years of experience in the insurance industry. My first two years were spent working for my dad, then I followed in his footsteps and went into business on my own. I officially started my career in 1992.
I saw that my father was always available to clients and he always did what he said he would do. Back in those days, he met with every client and they knew he had their back in the event of a loss. My clients feel the same way; it’s important that they know they can depend on me.
I believe that equally as important as our clients are our SureVest employees. We are invested in providing opportunities for our employees to grow and impact the community. As an agency, we believe that involvement in the community is the key to our success.
T: 866-632-1531 x405
I was originally born in the Dominican Republic. My family moved to the United States when I was 9 years old and I was raised in Providence, Rhode Island. Being Dominican I speak fluent Spanish, although I only speak it when I am with my family.
I do have an large extended family and I enjoy spending time with them, especially on summer holidays with the whole clan. I am a music fanatic, I love classic films, and I am an avid sports fan (especially the Cleveland Indians, Cleveland Browns, and the Cleveland Cavaliers). I also enjoy reading biographies and history books. I would not go on vacation without my Kindle.
I have been in the Insurance Industry since 2004, which is when I moved to Raleigh, NC from Washington, DC, and I am passionate about my work. Oh, and I enjoy long walks on the beach!
T: 866-632-1531 x407
Although born in Greensboro, I was raised in Catawba County on Lake Norman where I learned that an active life is better on the water! My aptitude for sports led to an opportunity to play football at NC State University under Coach Dick Sheridan. Since majoring in football was not an option, I pursued a degree in Civil Engineering.
My engineering studies coupled with my analytical mindset and entrepreneurial spirit motivated me to start several successful businesses after college in real estate, financial services, and home improvement. As I worked in a variety of industries, I found my strengths and interests consistently revolved around efficient design and effective business processes. When my long-time friend, Chris Clark, contacted me in 2003 to discuss a joint business venture in insurance, I was more than ready to apply these same principles to the insurance industry. Drawing on my experience as a business owner, I immersed myself in commercial insurance. I quickly realized the existing need to connect insurance knowledge with clients’ business knowledge, build trust through understanding, and demystify this sometimes complicated product. At SureVest, I have been providing our clients with thoughtful insurance solutions ever since.
I still enjoy a healthy, athletic lifestyle when I am not in the office. In my free time you will find me working out, trying new recipes with my wife Cristy, planning our next trip to anywhere near water, or packing our two boxers, Tank and Dozer, in the truck for an outdoor adventure.
Commercial Client Services
T: 866-632-1531 x408
Originally from Gastonia, NC, I lived in Texas for several years while in the Air Force and moved back to the Charlotte area in 1999. I have more than 10 years in the property and casualty insurance industry. Since joining SureVest Insurance Group in February of 2006, I have enjoyed problem solving, and taking over an issue for a client so they can continue managing their business day.
I am an avid sports fan; I am proud to support Duke basketball—I consider Coach K a national treasure! Some of my other hobbies include outdoor activities, going to the shooting range and reading.
I am passionate about history, especially world history, military history, and United States history. I am also passionate about volunteering; I have been volunteering at the USO at the Charlotte airport for 10 years. It’s always a good time, and taking care of my fellow veterans is always a privilege.
Commercial Account Manager
T: 866-632-1531 x406
I have been in the insurance industry for over 20 years, working mainly in commercial lines. I grew up in Winston Salem, and am fluent in American Sign Language. What most excites me about my work is the satisfaction of helping someone with their insurance needs.
I personally enjoy spending time with my family, especially my kids. I can’t stop talking about them! My favorite weekends are when I am cheering them on at soccer games. I also volunteer at most tournaments, checking in teams and handing out packets. I am passionate about soccer buddies for special needs children.
Commercial Account Manager
T: 866-632-1531 x403
I grew up like a Navy brat, born in Texas, then moved to Oklahoma when my father retired. When I was 15, I moved to Guantanamo Bay, Cuba to live with my sister and her husband, who was in the Navy. Then, I moved to Virginia Beach, VA and on to Raleigh where I decided to stay. I began my insurance career right out of high school in 1979.
I love people! I enjoy helping people understand insurance and why they need to purchase insurance to protect their property and loved ones. We are all blessed each day by simply waking up. I feel we should give back as much as possible by being there to help those in need.
I love the weekends! When I am not working, I enjoy fishing, horseback riding, playing with my grandchildren, working in the yard, tending to chickens and playing with my dogs. I love to see animals taken care of and given good homes. I also volunteer at the schools that my grandchildren attend.
Personal Lines New Business Coordinator
T: 866-632-1531 x409
I grew up in Syracuse, New York, attended college in Terre Haute, Indiana and chose North Carolina for its mountain views and beautiful beaches. With 20 years of experience selling and servicing personal lines insurance from high-risk drivers to preferred clients, I enjoy helping people understand their insurance coverage, not just “selling” them a policy.
When I am not working, I enjoy spending time with my grandson, working in the yard, and listening to music.
Personal Lines Account Manager
T: 919-832-9420 ext. 401
I grew up in Rocky Point, NC and started in the industry in 1996; I find it to be ever changing and never dull. I enjoy educating people on their choices for insurance coverage and recommending better coverage options as needed.
When I am not working, I love watching soccer, whether it’s my son playing or a professional game. I also enjoy going to the gun range. When I am not watching sports, I like kayaking, shopping and spending time at home with my family.
Risk Assessment Manager
T: 919-832-9420 ext. 439
I entered the insurance industry in 2017 after being in the finance industry for over 30 years. I am a people person with my many years of sales in the mortgage banking field.
I know what is essential to my clients and strive to build trust and long-term relationships with each one.
I like being out in the field meeting new people. I enjoy sharing the great success stories that my agency has had in the past and the excellent knowledge we have to help our clients.
I was born in CT and moved to NC in 1979 where I attended NCSU. I now have a daughter who is a competitive figure skater. I am involved in the US Figure skating events as an announcer and support her success over the past nine years.
When it comes to giving back, I volunteer time with the SureVest Community Cause program and I am also actively involved in my church organization.