Leadership

Lee S Schwartz-CEO
2nd Generation
Business Insurance

Lee Schwartz
Lee Schwartz

I’m 2nd generation in the office. I’ve been in the office since 1962 after finishing college at the University of Colorado. The office was split then, where we not only did insurance but we also sold real estate and wrote mortgages for people. I started on the real estate side when I was 22 years old and it wasn’t until a little later that my father made me realize that I needed to learn the other sides of the business.

I am in charge of the commercial insurance division. I love to write insurance and bonds for contractors in construction, habitational business which could include but isn’t limited to condo associations, etc. and restaurants. My goal is to meet with you at your place of business. I want to know what it is we’re insuring so I may do the best possible job I can for you.

Kevin W Schwartz-President
3rd Generation

Kevin Schwartz
Kevin Schwartz

I’m 3rd generation. I’ve been in the family business since August, 1999.   I didn’t plan on being in the family business when growing up.  My plan was to do something that I felt would help people, something that would impact people’s lives in a very positive way, Like a fireman or paramedic for example.  After having the opportunity to work in other professions, I didn’t find what I was looking for…but I found it here.  I realized it once I was able to deliver a large check to someone that was in need after a large loss.  I found that if I could educate people on their insurance, if I can make them aware of what they have and maybe more importantly what they don’t have, that over time,  when unfortunate things arise, it would fulfill that need.

I currently help manage the office and assist all the departments with workflow coming in the door.  I really enjoy people and helping them with taxable estate issues, wealth preservation and  transfer to next generations, reducing the amount allotted to the government.  Many people don’t realize insurance products can help with wealth preservation and transfer.  It’s fascinating!

In my spare time, I like spending time with the family outside.  I like living on a lake and all that the lifestyle offers.  (being out on the boat, fishing, friendship, family, grilling out, cocktails by outdoor firepit etc.)   Don’t get me started on fishing…I can talk about that all day!