Andy is the Principal and Founder of Berkshire Advisor Resource, LLC., one of the largest insurance brokerage firms in Colorado.
Andy has twenty six years experience in the financial services industry and is a member of GAMA International, and NAIFA Colorado.
Berkshire Advisor Resource, LLC. has been recognized as a leading DI, LTC, and Critical Illness Insurance distribution and consulting firm as a:
A native of Colorado, Andy is an avid sports fan who enjoys skiing and playing both soccer and golf. Graduating from The University of Colorado-Boulder with degrees in political science and history, Andy is also an active participant and lecturer in various continuing education seminars.
Jackie joined Berkshire Advisor Resource, LLC. in 1998. She has both her life and health insurance licenses.
Jackie is a valued member of the Berkshire Advisor Resource brokerage team and performs many administrative duties in addition to her role as an advisor for her clients.
Jackie has 19 years experience in the financial services industry and has worked in the brokerage community since 2000, helping advisors market and place over 10 million of individual disability premium.
Jackie resides in Centennial, Colorado. A transplant from Maryland in 1991, Jackie has her Bachelor of Environmental Design and Architecture from the University of Colorado at Boulder.
Janet Vandorn’s profile coming soon!
Patrick Wilson is proud to have started Wilson Brokerage Services with his late father, Thomas Wilson and his brother, Michael. Pat started in the disability brokerage arena after leaving his potion as Corporate Counsel for a publicly traded local company.
As President of Wilson Brokerage Services, Patrick is passionate about protecting the incomes of as many people as possible in the tri-state area. Pat bring shis legal knowledge, disability experience and business owner background to help steer the strategies that have lead Wilson Brokerage Services to the premier disability brokerage office in the region.
Pat grew up in Cincinnati and graduated from St. Xavier High School. He went on to receive a BSBA in Management from Xavier University and a Doctorate of Jurisprudence from University of Cincinnati College of Law.
An avid Bengals and Reds fan, you can find pat cheering on his home teams or playing a round of golf. Pat and his wife Tonja reside in Indian Hill and have two children, MacKenzie and Patrick, Jr.
Sonia Bentle is passionate about helping financial processionals succeed. As the Underwriting Manager for Wilson Brokerage Services, Sonia is responsible for all underwriting communication between our agency, our brokers and the many companies with which we do business.
Sonia has been in the financial services industry for more than 26 years and has her life and health insurance license. She resides in Madeira, Ohio with her husband and two sons. In her spare time, she enjoys spending time with her family, watching high school and college football and attending local live music shows.
As the New Business Coordinator for Wilson Brokerage Services, Tonja is responsible for processing Disability applications and managing communications between Agents and Underwriters throughout the Underwriting process.
Michael Wilson has been in the insurance industry since his graduation from Miami University more than 20 years ago. He has worked in the Home Office setting as an underwriter and a business analyst as well as in the field as a producer. Michael also spent a number of years with a consulting firm that provided insurance industry analysis and benchmarks to some of the largest insurance companies in the country. Most recently, Michael was an award winning Disability Income Specialist with Guardian Life Insurance Company until leaving to work with his family owned and operated business, Wilson Brokerage Services, Inc. as a wholesale provider of disability insurance products.
Michael lives in the Loveland area with his wife, Amy and two children. In his spare time, Michael enjoys watching Reds and Bengals games and coaching his kid’s soccer, baseball and basketball teams.
Jeff Griffin is an expert on helping agents find the right paycheck protection for their clients. With more than 20 years experience as a Disability Income Consultant, Jeff understands the needs of assisting agents find the correct fit – both with coverage and with price – for their clients DI needs.
Before joining Wilson Brokerage Services, Jeff worked as a company employee for Provident Life & Accident and Jefferson Pilot, and as a General Agent for General American. His dedication to providing agents with the disability products specially tailored to meet their client’s needs, and guiding agents through the sales process has helped place millions of dollars of disability protection.
Jeff is a graduate of Miami University. He, his wife and two children reside in Hyde park. In his spare time you can find Jeff enjoying a round of golf and watching his children play sports.
Howard Klebanow started his career by majoring in insurance at the University of Tennessee, and has since spent the last 35 years primarily in the disability and long term care life insurance arena. During that time, he has spent time underwriting for Provident Life and Accident, as a brokerage representative and manager for Paul Revere Life, as VP of Disability for CIGNA, as Director of the Executive Disability and Long Term Care division for Risk Management Group at Clark Consulting and most recently as the Vice President, as well as agency Brokerage Director, at Skylight Financial Group.
His expertise has been primarily in the analysis, design, funding and implementation of group and individual disability income insurance and long term care insurance, as well as consulting in the advanced sales area.
Howard also served as the past president for Solon Lightning and President of Ohio travel Soccer League and resides in Solon with his wife Rossya.