NEW OMBA MEMBER SPOTLIGHT

 

J.M. Insurance & Financial Inc. has over 50 years of insurance experience. The agency has 2 owners: Jack Wright and Matthew Pesler – OMBA’s Designated Representative (pictured). Our agency sells all property and casualty coverage options, as well as commercial, life and retirement products.

 

 

Makes Us Unique:  We drive the growth of our agency by specializing in business relationships with realtors, loan officers and local businesses. We then develop a marketing strategy to assist with our partners’ needs. We do not believe in one-size fits all strategy. We take time to deeply understand their business and then develop and align a strategy that advances their objectives.

Strategic Options:

– Driving Client Referrals

– Networking with New Partners

– Co-Sponsoring Events

– Staffing

– Lead Generation

– Lunch and Learn Seminars

Our Vision:  At J.M. Insurance & Financial Inc., we strive to provide an excellent experience for each individual customer and referral partner throughout each and every interaction. We take great pride in the quality of our products and level of service that we provide. Customers deserve high-quality service and that is exactly what we strive to deliver.

Our Mission:  Ensuring our clients are properly protected is our top priority; we strive to provide strategic recommendations on how our numerous coverage options and policies can meet their needs.

Who We Are:  Jack is an Ohio native. He grew up in the Dayton area and is a Beavercreek High School graduate. He attended Ohio University and received a bachelor’s degree in business administration.  While earning his degree, Jack played on OU’s collegiate soccer team. He takes great pride in ensuring families are properly protected.  In his free time, Jack enjoys spending time outdoors, playing and watching sports, being involved in the community and spending time with his family.

Matthew is the operations manager. He brings over 15 years of B2B experience. His focus is on sales, customer service and business applications. He grew up in the Dayton area and graduated college from Wright State University with a bachelor’s degree in Organizational Leadership. He takes great pride in helping customers understand what coverage and protection most aligns with their needs. In his free time, Matthew enjoys hiking, kayaking, golfing, listening to live music, and spending time with his family.

Thank you J.M Insurance & Financials, Inc. for your support of OMBA!