About
Inspired to make
a difference.
We are an integrated financial services company focused on protecting the assets of our widely varied client base through insurance and wealth management solutions.
We are proud that 100% of our employees are owners. That means our 2,500+ associates start with an owner鈥檚 mindset to provide customized solutions for each clients鈥� unique needs.

96%
Client retention rate
$8B+
Annual premiums
50+ years
of employee ownership
2,500+
Associates

Our Company Mission
Protecting assets.
Making a difference.
Our mission is to protect assets and make a difference, not only for clients, but also within the communities in which we operate.
Our fundamental ethos is rooted in giving back to the communities we serve. Through the ob体育 Foundation, we financially support a diverse array of nonprofits within our markets. We also encourage associates to participate in community service by allocating work hours for service activities.
What motivates our people.

Our Company Values
Professionalism
We set the standard with an unwavering commitment to excellence.
Relationships
We nurture relationships built on trust, integrity, honesty, humility and mutual respect.
Expertise
We are knowledgeable, hands-on, collaborative and innovative and passionate about service.
Balance
Our environment encourages a balance of work, family and community.
Results
We constantly strive for profitable growth.
Equity
We embrace diversity, equity and inclusion and are uncompromising in our support and encouragement of all voices.
ob体育鈥檚 management is empowered to direct the resources of the company to serve its customers first rather than to meet the quarterly earnings expectation of Wall Street.鈥�
Kevin M. Stipe, CPCU,
Reagan Consulting
ob体育 Leadership
Leaders build leaders.
At ob体育, company leadership is measured by more than business results. It鈥檚 about every area of life.
Go to any of our offices, and you鈥檒l see tangible efforts of a culture that cares about each other and our communities. It鈥檚 what ob体育 is built upon. It鈥檚 what we build into each of our associates.
