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

The leadership team

Executive leadership

Cindy Zobian - Executive Vice President, Managing Director
Mark Recht - Executive Vice President, National Director
Tyler Banks - Executive Vice President, Growth & Sales Strategy
Julie Rison - Senior Vice President, National Carrier Relationships

Regional leadership

Steven Kent - First Vice President | Sales Director, East
Lisa Sivolella - First Vice President | Client Advisory Director, East
Courtney Eber - First Vice President | Sales Director, Central
Bill Godfrey- First Vice President | Client Advisory Director, Central
Sarah Steblay - Senior Vice President | Sales Director, West
Donna Moor - First Vice President | Client Advisory Director, West
Francis Harrington- First Vice President | Sales Director, Southeast

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 Irvine Seattle Phoenix

Our offices

New York Office

32 Old Slip, 29th Floor, New York, NY 10005 Email private client

West Palm Beach Office

1440 Arrowhead Drive, Maumee, OH 43537 Email private client

Greenwich Office

3 Greenwich Office Park, 1st Floor, Greenwich, CT 06831 Email private client

Maumee Office

1440 Arrowhead Drive, Maumee, OH 43537 Email private client

Chicago Office

353 North Clark Street, 11th Floor, Chicago, IL 60654 Email private client

Kansas City Office

7400 College Boulevard, Suite 350, Overland Park, KS 66210 Email private client

Dallas Office

16000 Dallas Parkway, Suite 850, Dallas, TX 75248 Email private client

Houston Office

1330 Post Oak Boulevard, Suite 300, Houston, TX 77027 Email private client

Irvine Office

18100 Von Karman Avenue, 10th Floor, Irvine, CA 92612 Email private client

Los Angeles Office

333 South Hope Street, Suite 3600, Los Angeles, CA 90071 Email private client

Walnut Creek Office

2185 North California Boulevard, Suite 400, Walnut Creek, CA 94596 Email private client

Seattle Office

401 Union Street, 31st Floor, Seattle, WA 98101 Email private client

Phoenix Office

2415 East Camelback Road, Suite 950, Phoenix, AZ 85016 Email private client

Private Client News

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

Get the latest news