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Dan Hale, CSRM – President. Dan has been part of Shepard, Maxwell & Hale since 1987 with a diverse background in business administration. Dan has earned the prestigious CSRM (Certified School Risk Manager) designation in 2008. Dan has his Life, Accident, Health and Annuities license, Property and Casualty license and Broker’s license. Dan specializes in School Districts and Fire Departments and heads the agency’s Personal Lines department and Financial Services under Genesee Planning Services, LLC. Dan@smhins.com |
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Steve Maxwell, CPCU – Vice-President. Steve joined the agency in 1992, when his family-owned agency Maxwell-Maney, combined with Shepard Agency. Maxwell-Maney agency was formed in 1918 and Steve joined in 1981. Steve earned the insurance designation CPCU (Chartered Property and Casualty Underwriter) in 1987 which is one of the insurance industry’s highest designations. Steve has his Life, Accident and Health license, Property and Casualty license and Broker’s license. Steve heads our Commercial Lines department.
Steve@smhins.com |
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Monica Hale-Dawson – Secretary-Treasurer. Monica joined the agency in 1973 when it was known as the Shepard Agency. She has her Property and Casualty license, Broker’s license and Life, Accident & Health license. Monica has perpetuated from within the agency when in 1995, she, Steve Maxwell and Dan Hale purchased the agency from Gerald Shepard. Monica manages the operations and financial departments of the agency.
Monica@smhins.com |
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Kim Nevinger, CIC – Assistant Secretary. Kim joined Shepard, Maxwell & Hale in 1997 and has been in the insurance industry since 1989. Kim has her Property and Casualty license, Broker’s license and Life, Accident and Health license. She also holds a major national insurance designation “CIC” (Certified Insurance Counselor). Kim is a Senior Agent in our Commercial Lines Department and manages the Agency Technology.
Kim@smhins.com |
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Christopher Peters – Chris joined Shepard, Maxwell & Hale in 2010 after a successful 14 career as a captive agent with Federated Mutual Insurance Company. He joined the industry in 1996 and has his Life, Accident, Health & Annuities license, Property & Casualty license and Broker’s license. Chris specializes in Commercial lines in Western New York for businessowners with
1 to 500 employees. He has extensive training in Financial Services and Life Insurance and meets with individuals and Groups for Life, Disability and Retirement Planning.
Chris@smhins.com |
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Pat Wolcott – Pat joined Shepard, Maxwell & Hale in 1986 and is a Customer Service Agent in the Personal Lines insurance department. Pat has her Broker’s license and has over 29 years experience in insurance.
Pat@smhins.com |
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Marianne Linsey, CISR – Marianne holds the “Certified Insurance Service Representative” designation. She has her Broker’s license with over 25 years experience in the insurance industry. Marianne came to Shepard, Maxwell & Hale in 1999 and services the Personal Lines department. Marianne@smhins.com |
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Lusanne Simard, CISR – Lusanne joined Shepard, Maxwell & Hale in 2002 and has her Broker’s license. In 2008, Lusanne obtained her “Certified Insurance Service Representative” designation or CISR. She brings with her a diverse background in automation, software programs and customer service. Lusanne is a customer service agent in our Commercial Lines department.
Lusanne@smhins.com |
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MeLynda King – MeLynda joined our team in 2008 and has her Broker’s license. MeLynda services our policyholders in the Personal Lines Department.
MeLynda@smhins.com |
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Chantel Ferris – Chantel joined Shepard, Maxwell & Hale in 2012 and is a Customer Service Agent in the Personal Lines Department. Chantel has her Broker’s License and brings with her a background of customer service.
Chantel@smhins.com |
