Private Client

No one needs insurance, until they do.

We help affluent families protect their hard-earned assets from loss. Our Private Client team works with families across the US to build customized insurance solutions that work when they need them the most.

Our Process

Find Peace of Mind – Oberle’s Guide to a Better Insurance Program

Review Current Insurance Policies

We present our findings in a simple, actionable format. We’ll be your guide in understanding the next steps and actions needed to improve your insurance program.

Practical Recommendations

We force rank our recommendations from most important to least important to help you prioritize your next steps.

Pricing Check

We quote out your program to insurance carriers that specialize in high valued assets. We leverage technology to reduce the time you’ll spend on compiling exposure information and completing insurance applications.

Change Without Disruption

We’ll walk you through the transition from the old insurance program to the new program, ensuring zero operational disruption.

We’re committed to delivering exceptional service to your team. Our Net Promoter Scores (NPS) are among the highest in our peer group.

Our Offerings

Homeowners

Auto

Life Insurance

Umbrella

Boat

Renters

Satisfied Clients

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What Our Clients Are Saying

Oberle is the rare agency that tried to understand my insurance needs and then work with me and my family in a consultative manner to create comprehensive protection for us. And as our needs and questions evolve, we get incredible help and responsiveness along the way!

Our new, friendly agent quickly found home, auto, and umbrella policies for us and answered all our questions. She even helped my wife use our computer to scan and send the documents she needed. Oberle has served us well and continues to do so. I have no doubt they will do the same for you.

Prior to partnering with Oberle, my biggest challenge was open dialogue and completely understanding what my options were and how the policies work. I always felt overwhelmed when the policies came up for renewal. Now, I have the ease of being able to reach out to my account manager with any and all questions, and I never feel overwhelmed when policy renewal comes up and/or a change needs to be made.

Mathew Myers helped me with a challenging situation, he investigated possible options, followed up numerous times until we came to a solution that worked for my family. I would 100% recommend Matt and Oberle Risk!

Vicky Simmons, CPRM, CISR

Private Client Team Leader

Vicky Simmons has worked with personal lines insurance since 2014 and is the Team Leader for the Private Client Division.  Vicky welcomes and encourages questions regarding insurance coverage as she believes client knowledge is essential in making informed decisions about policies.  She earned her Certified Insurance Service Representative (CISR) designation in 2020 and is currently working on the Certified Personal Risk Manager (CPRM) designation, which will expand her knowledge working with high-net-worth individuals.  Outside of the office, Vicky can be found on the Katy Trail riding bikes with her husband, spending time with her kids and grandkids, or participating in church activities. 

Amanda Tumminia

Private Client Account Specialist

Amanda Tumminia is a Private Client Account Specialist and has been working in the insurance industry since 2010. With over a decade of experience, Amanda excels in providing insurance solutions and personalized service to her clients. Her commitment to helping others make informed decisions to protect themselves and their loved ones has been a driving force in her career. Outside of her professional pursuits, Amanda finds joy in her role as a wife and mother of three children. She balances her career with her passion for kids sports, travel, attending concerts, and indulging in reading a good book.

Ready to get in touch?

We’d love to hear from you.