Our Philosophy

In a world that seems to be consumed with the latest and greatest technology app or piece of equipment we have observed a growing disconnect among personal interaction. If you take a moment to look up from your own phone you will notice that people seem to interact less with people around them in the search to always be connected to the masses on the web.

Our firm's philosophy is a stark contrast to this trend.  We want to talk to our clients and hear the emotion in their voice.  As a trusted advisor we feel that our obligation is to consult, discuss and implement steps that work towards the goals of our individual clients.

We don't rely on contacting our clients with mass email campaigns or junk mail blasts.  Every one of our clients are given our personal cell phone so that they can reach us whenever they need to reach us. We understand that life sometimes happens and isn't constrained to the hours of 9-5 Monday thru Friday.

Our pledge to our clients is that we are here for you and we will listen to your goals and concerns.  You are important to us and we thank you for your continued loyalty.

Our Mission

  • We are guided by a total commitment to honesty and integrity in our relationship with you, our client.
  • We endeavor to know and understand your unique situation and provide you with only the highest quality information, services, and products to help you reach your goals.
  • We offer clients individual attention and detail-oriented personal services.

 

Meet the Team

Write something about the people who make your business go or your philosophy behind customer service.
Why? Because people want to know who they're doing business with. It's a human thing.

Ronald B Smith CLU, ChFC

Founder & CEO

Be The Change You Want To See In The World

-Ghandi

Adrienne Yansick

Office Manager

Celtic Benefits own "Jarvis"

If you need something done Adrienne makes it happen.

Paul M. O’Connell, Jr., CIC

Property & Casualty Partner

President

Robert McIntyre Insurance

Next Steps...

Let our team be your benefits concierge.