About Us

Albert Einstein has been quoted as saying, “Everyone is a genius. But if you judge a fish by its ability to climb a tree, it will live its whole life believing that it is stupid.”  Well, we’re not theoretical physicists, but we are really smart about insurance.

Einstein Advisors is an agency of licensed, independent professionals with the knowledge, experience, and personal integrity that our industry demands and our clients appreciate. Each advisor is an expert in one or more areas of financial services, and we work together as a team to ensure the client gets the expertise they need to make informed decisions about their financial future. And because we are independent agents, we are able to compare solutions from many carriers to ensure a breadth of options that captive agents can’t present.

It is our vision to be the financial services company most admired for its people, products, and processes. To achieve that vision, we focus everyday on those three things.

People. We hire people with Integrity, Intelligence, and Initiative. We provide them with guidance, coaching, education, and compassion, so they can be the very best version of themselves. We actively seek feedback from them and from their clients, and we use that feedback to make us all better.

Products. Life Insurance, Health Insurance, and Retirement Services are constantly changing. Competition and regulations force the carriers to innovate, and we work hard at staying abreast of the changes. We strive to ensure that our clients are provided with the very best solutions for their unique situations, and we work with a large network of providers to make that possible.

Processes. We want every client’s interaction with Einstein Advisors to be pleasant, valuable, and worthwhile. Toward that end, we provide every Einstein advisor with training and coaching opportunities to streamline their processes. We work with the carriers and other partners in the industry to ensure the very best client experience, and we encourage open dialogue and feedback to enhance those efforts.

Our mission, every day, is to continually improve our people, products, and processes; to provide outstanding service and value to our clients; and to always serve our clients, our team, and our community with dignity and honor. It’s more than our mission; it’s our promise and our purpose.