Private client insurance professionals walking with client, reflecting the collaboration and trusted expertise of Alliant Private Client

About Us

Our private client team includes 300+ professionals throughout the United States and a dedicated 24/7 claims operation. This reach and readiness means we are always there to respond to the evolving needs of our clients.

Meet the leadership team

Article Image <p>A family's perspective</p>

Providing peace of mind

A family's perspective

Hear how one family’s experience on how we have helped preserve their lifestyle through the years.

A family's perspective

Featured awards & recognitions

“Best insurance brokerage provider”

— Family Wealth Report

“Best high net-worth insurance broker”

— Private Asset Management

“Outstanding contribution to wealth management thought leadership”

— Family Wealth Report

New York West Palm Beach Greenwich Maumee Chicago Kansas City Dallas Houston Irvine Los Angeles Walnut Creek Seattle Phoenix

The leadership team

Cindy Zobian

Executive Vice President Managing Director Email Cindy

Mark Recht

Executive Vice President National Director Email Mark

Tyler Banks

Executive Vice President Growth & Sales Strategy Email Tyler

Julie Rison

Senior Vice President National Carrier Relationships Email Julie

Linda Bourn

Senior Vice President Family Enterprise Risk Email Linda

Nancy Yoshida

Senior Vice President Operations Email Nancy

Daniel Strozberg

First Vice President Claims Email Daniel

Leah Halter

First Vice President Operations Email Leah

Victoria Orrino

First Vice President New Business Email Victoria

Chelsea Saraf

Vice President Marketing & Communications Email Chelsea

Christine Orlando

Vice President Operations Email Christine

Jocelyn Greco

Vice President Operations Email Jocelyn

Liz Impellizeri

Vice President Commercial Risk Email Liz

Lisa Sivolella

First Vice President, East Regional Director – Client Advisory Email Lisa

Steven Kent

First Vice President, East Regional Director – Sales Email Steven

Kristen Bye

Vice President Email Kristen

Mary Wright

Vice President Email Mary

Rosemary Whisler

Vice President Email Rosemary

Joe Norick

Executive Vice President Equine, Farm & Ranch Email Joe

Francis Harrington

First Vice President, East Regional Director – Sales Email Frank

Bill Godfrey

First Vice President, Central Regional Director – Client Advisory Email Bill

Francis Harrington

First Vice President, East Regional Director – Sales Email Frank

Bill Godfrey

First Vice President, Central Regional Director – Client Advisory Email Bill

Lisa Sivolella

First Vice President, East Regional Director – Client Advisory Email Lisa

Maryann Smith

Vice President Email Maryann

Bill Godfrey

First Vice President, Central Regional Director – Client Advisory Email Bill

Courtney Eber

Vice President, Central Regional Director – Sales Email Courtney

Aaren Stephens

Vice President Email Aaren

Bill Godfrey

First Vice President, Central Regional Director – Client Advisory Email Bill

Courtney Eber

Vice President, Central Regional Director – Sales Email Courtney

Mary Gould

Senior Vice President Email Mary

Bill Godfrey

First Vice President, Central Regional Director – Client Advisory Email Bill

Courtney Eber

Vice President, Central Regional Director – Sales Email Courtney

Bill Godfrey

First Vice President, Central Regional Director – Client Advisory Email Bill

Courtney Eber

Vice President, Central Regional Director – Sales Email Courtney

Teresa Beaty

Vice President Email Teresa

Donna Moor

First Vice President, West Regional Director – Client Advisory Email Donna

Courtney Eber

Vice President, Central Regional Director – Sales Email Courtney

Teresa Beaty

Vice President Email Teresa

Tyler Banks

Executive Vice President Growth & Sales Strategy Email Tyler

Sarah Steblay

Senior Vice President, West Regional Director – Sales Email Sarah

Donna Moor

First Vice President, West Regional Director – Client Advisory Email Donna

Lana Cross

Vice President Email Lana

Donna Moor

First Vice President, West Regional Director – Client Advisory Email Donna

Sarah Steblay

Senior Vice President, West Regional Director – Sales Email Sarah

Donna Moor

First Vice President, West Regional Director – Client Advisory Email Donna

Sarah Steblay

Senior Vice President, West Regional Director – Sales Email Sarah

Chris Thorndike

Vice President Email Chris

Lana Cross

Vice President Email Lana

Donna Moor

First Vice President, West Regional Director – Client Advisory Email Donna

Sarah Steblay

Senior Vice President, West Regional Director – Sales Email Sarah

Donna Moor

First Vice President, West Regional Director – Client Advisory Email Donna

Sarah Steblay

Senior Vice President, West Regional Director – Sales Email Sarah

Private Client News

Updates and announcements highlighting expertise and recognition in the high-net-worth insurance industry

Get the latest news