1. Anchoring Our Growth & Innovation James A. Roe, CPCU President

2. Who we are…Managing general agency and wholesale insurance broker “Ruth I quit my job” 1964 Smart people who work hard $100M - 2005 170 associates 8 locations and still family owned $200M - 2015

3. What We Have Built

5. Our Anchors Not-so-innovative Principles and Beliefs TRUST STAKEHOLDERSHIP PEOPLE GUIDEPOSTS RELATIONSHIPS SERVICE

6. I trust you to do “The Right Thing”. TRUST

7. Build entrepreneurial “stakeholdership”. STAKEHOLDERSHIP

8. Multiple people before numbers. PEOPLE FIRST

9. I hate rules. GUIDEPOSTS

10. How do you get pregnant? RELATIONSHIPS

11. “How can we help you?” SERVICE  Aviation  Bonds  Commercial Binding  Commercial Brokerage  Farm  Medical Professional  Personal Lines  Professional Liability  Transportation  Workers’ Compensation