Protecting your most valued assets.

You've worked hard to build your wealth – don't leave protecting it to chance. Work with your Gregory & Appel private client advisor and we'll help create a custom personal portfolio that reflects your lifestyle and risk tolerance. 

Meet the Team
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Meet your advisor.

Our advisors specialize in meeting the needs of successful individuals and families. We also partner strategically with many financial advisors to support their clients' complex needs.
Leslie
Appel Maher
Vice President, Private Client
Along with the passion Leslie brings to the table, she also brings empathy, knowledge...
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Natasha
Krupp
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Private Client Advisor
In her daily work providing education and advice on all things insurance, building relationships...
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Jesus
Rebollar
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Private Client Advisor
Jesus Rebollar believes you can’t efficiently support your clients until you get to know them and...
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Partner with the right broker.

Successful individuals and families have unique needs that your typical insurance agent just can't support. Here's what Gregory & Appel can offer:

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Deductible Reviews

Your low deductible plan could be obsolete, relative to your policy limits. We'll help you avoid overpaying on premiums.

Apply Available Credits

You could be missing out on available credits you weren't eligible for when your policy was first implemented. 

Negotiate With Underwriters

One of the country's most trusted agencies since 1884, our relationships with carrier partners give you added leverage.

We also offer:

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24/7 Claims Assistance

Make us your first call when you experience a claim event. We'll be your advocate, every single step of the way.

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Annual Reviews

We don't just set it and forget it – we work with you continuously to make sure your program keeps pace with your lifestyle.