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.

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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

Our Team

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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. 

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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.