LeSourd Partners was created to provide talented producers, agents, and advisors with an experience equivalent to their exceptional abilities. To achieve this goal, we have assembled a team of innovative minds with close industry relationships to simplify your process and, as your partner, exceed what you have been able to achieve on your own.
In our industry, we understand that it requires an extraordinary synthesis between cultivating the right relationships, exercising the right judgment, and embracing every detail in order to deliver winning results for you and your valued clientele.
We are made for the climb, the journey, the grind, the relationships along the way. Those mountaintop experiences are what we strive for, but more importantly, we’ve learned life is about having JOY in the journey. Finding joy and purpose in our day-to-day workflow is fundamental.
Kim Roberts, MBA
Diane Covin, LTCP
LeSourd Partners Underwriting Team
Underwriting is an art form, and LeSourd Partners is proud to have some of the best in the business on our team. Their combined knowledge of brokerage carriers’ underwriting strengths and weaknesses, combined with rich understanding of each carrier and their reinsurance underwriting manuals, helps keep our clients at the leading edge of successful policy placement.
Ultimately it is their relationships and friendships with the chief underwriters and medical directors at every brokerage carrier that sets them apart. Every month, our underwriting team goes out on the road to meet face-to-face with lead underwriting professionals at each brokerage carrier.
FALU, FLMI, ACS
Chief Underwriting Officer
With over 3 decades of underwriting experience, Ken’s career has been on an upward trajectory.
After graduating from his beloved Youngstown State University in Ohio, he has had stops as the Senior Underwriting Director for Lincoln Financial, Chief Underwriting Officer for Advantage Insurance Network, and currently serves as the VP and Treasurer for the Association of Home Office Underwriters
Director of Member Underwriting Services
Will is a skilled negotiator and uses his talents to secure the best offers on our largest cases. After studying Finance at San Diego State University, Will spent the first half of his career learning the intricacies of insurance at the carrier level while working with Standard Insurance of Oregon.
Will then pivoted to Brokerage Underwriting where his enriched understanding from time at the carriers helped hone his ability to perform packaging, underwriting, and negotiating large, challenging cases.