Stephanie Staley (CPRM) specializes in personal risk management and insurance placement for successful individuals and families. She has been in the insurance industry more than 25 years, is an expert in high net worth personal insurance, is licensed in all states and represents top-rated insurance companies including Chubb, AIG, PURE and Cincinnati. As an agent for Willis Towers Watson, she brings the resources of the third largest insurance brokerage to a personal, more localized level.
Stephanie works with her clients to develop a risk management plan, rather than simply focusing on the purchase of standard insurance products. Her experience and product knowledge enable her to tailor solutions to the client's specific needs.
“I approach sales and client service from a ‘what is best for the client’ viewpoint, which leads to long-term trust and client loyalty”. This is one reason that much of Stephanie’s business comes from referrals from other clients. Stephanie has also earned the trust of many D Magazine Best Wealth Managers, Financial Planners and REALTORS, who regularly refer their clients to her.