Partner Testimonials

Working in Unison

“We are stronger together, built on our combined bench strength and ability to collaborate to best serve the client.”

Experience Matters

“Our firms collectively hold and deliver generations of focused experience and specialized knowledge in the most complex areas of commercial and personal risk management and insurance.”

People First

“Our shared missions of helping our employees and clients thrive makes for an inclusive and energizing culture, as well as rewarding career paths.”

Ownership and Accountability

“Through our employee-ownership structure, all employees that join Unison Risk Advisors become shareholders of the business they serve. This unique model equates to personal accountability for the success of our clients.”

Strength in Numbers

“Our access and strength within the insurance markets continues to expand with each new partnership to our platform.”

Living Legacies

“URA offers a perpetuation path for independent firms who want to realize the vision of their hard work in the present, while ensuring their employees can achieve unmatched growth and success for the future ahead.”

Steve Baltas, SVP, National Sales Director

“We merged in 2010, guided by the vision of creating more opportunities for my clients and employees. I wanted to be part of an employee-owned organization that had a client and employee-first mission that is not controlled by Wall Street. I wanted an environment that creates opportunities for employee growth and ownership and can design specific solutions around risk without bureaucracy.

Over a decade later, all the employees that have come with me are excelling in new roles and leadership positions. Our clients experience the innovative solutions and commitment to excellence that only our unique partnership can offer.

My vision has become complete. My clients and employees thank me for making this strategic move.”

Eric Teske, VP, Senior Sales Executive

“As planners and risk management professionals, we originally intended to establish a contingency plan for our families and employees in the event of a catastrophe. We realized that due to Oswald’s culture, privately held company status, strong construction practice group and headquarters in Cleveland, it made sense to join forces.

My intent was to retire upon completion of our earn-out period. However, a challenging opportunity to help lay a foundation for the growth of a new local branch office outweighed my original personal intentions. I ended up staying on-board an additional three years before retiring.

It was a pleasure working with Oswald. I appreciated their fairness, promptness, and the follow-through I experienced through the entire process/relationship.”

Paula M. Selvaggio, SVP, Advisor

“First and foremost, I joined the platform because the company was committed to staying private and it provided more opportunity for advancement for my team. In addition, this provided more value to my customers because they could obtain coverage for any risk.”

Jim Gulick, Sales Executive

“My partner and I did not have the volume to hire the expertise that allowed us to compete with larger brokers in the ever-changing world of risk management.

We now feel comfortable calling on any size organization and know that we will have the ability to add value to their broker/client relationship.

Oswald allows us the opportunity to grow in new business written and to do a better job for our existing clients from an overall coverage standpoint.

Our current customers are better off because we joined Oswald, and we are able to offer our prospects a better overall insurance program in all areas of their risk management program.”

Jeffery Phillips, VP, Practice Leader, Transactional Risk Advisor

“Several years ago, I was reminded by one of our clients that my firm’s relationship exists by continually bringing value and insight into assisting them with managing their risk. Joining Oswald allowed us to deliver a more robust client experience supported by a group of highly talented insurance professionals.

Adding to this, Oswald’s culture of community involvement and employee engagement creates an atmosphere where people are invested in their careers and are inspired to serve their clients.”

Jeffrey Wasserman, Executive VP, Managing Director

“Merging my practice with Oswald was a seamless process, and it allowed us to continue providing the personalized service to our clients.”