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Our Team

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Charles Fitzpatrick

Charles Fitzpatrick started in the insurance business 30 years ago with his father in Indiana. He began by driving many miles to clients’ homes to help them pick their Medicare & Long-Term Care insurance. Through his first years of being an insurance agent he began to be molded by his clients’ needs. Starting out, Charles was strictly a Medicare & Long-Term Care insurance sales person. As he progressed his clients asked him about Property & Casualty Insurance, Investments, and now more recently Mortgages. Being so multi-faceted has led Charles to be able to be completely holistic in his approach to his clients. From the very beginning he learned that the pressure sales approach was the wrong approach. His number one mission statement is “I am not here to sell you something, I am here to help you through your options so you can choose what is best for you.” This approach has led to a client base of over 2000 people and a loyal referral network.

Charles Fitzpatrick currently works as a:

  1. Financial Consultant (over 15 years)
  2. Mortgage Branch Manager (1 year)
  3. Property & Casualty Agent (25 years)
  4. Life & Health Agent (30 Years)

Having all of these services available gives Charles the vehicle to serve you in any way you may need. Charles works very hard to make insurance, investments, and mortgages easy to understand and as uncomplicated as possible.


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Mike Fitzpatrick

Mike Fitzpatrick


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Sue Fitzpatrick

Sue Fitzpatrick