At Align Financial and Insurance Services, service comes first.
We are your trusted independent insurance agency dedicated to you.
We are truly not your average insurance agency. We are founded on the basis of transparency and being there for you. Our clients are not only our friends but a part of our family, and we’ll do whatever we can to help them in their time of need.
Meet the Owner
Helping people with their insurance is my calling, one that I discovered after realizing other service providers lacked dedication to their clients. Learn more about me, my journey to form Align, and my dedication to you.
Welcome to Align Financial and Insurance Services, an independent insurance agency located in Irvine, CA. We’ve been on a mission to provide each and every one of our clients with a truly personal service. That means our services are bespoke, attentive, and we pride ourselves on keeping our promises. We wholeheartedly care about the success and livelihood of every individual and business we work with. Whether it’s about you, your family, or even your employees; the goals, fears, and everything in between are what truly matters to us.
Continuing our mission to offer truly personal services for the needs and goals of our clients, we expanded to offer a variety of insurance solutions, including personal insurance, business insurance for a range of specialized industries, and employee benefits. This allowed us to become the official “one-stop” insurance consulting and brokerage firm. On top of that, we also specialize in logistics so we can help satisfy the needs of your logistical company.
So, whatever your needs are, we’d like to offer you a warm welcome to Align. If you want to learn more, we can hop on a call, head out for a hike, or however you’d like to meet us.
Here’s my story; the experiences, obstacles, and blessed relationships that inspired me to create Align Financial and Insurance Services.
I was a proud new graduate of West Virginia University (Go Mountaineers!) with a bachelor of science degree in business administration and accounting. After spending the last two summers interning at a local insurance firm, I was presented with an incredible opportunity to relocate and open up their first branch in Los Angeles. It was an extremely exciting and nerve-wracking time, knowing that I’d been entrusted with such an important venture by an established commercial insurance brokerage that had been in business for over 30 years. I was not only responsible for managing and cross-selling their current book of over 200 clients (spread over ten states) but for bringing in new business through outside sales as well. In just two years, I increased business by over 50%.
Still, I didn’t do it entirely alone—at just 22 years old, I was lucky to marry the love of my life, and we went on this cross-country adventure together. (Thank you, Nichole, for being my rock all these years!)
I knew that this was my calling in life, but it took some time to understand why. Through the hundreds, if not thousands, of relationships I developed over the last 5+ years, I always heard the same thing: service providers lacked the passion, responsiveness, care, and attention that I gave my clients.
So, that was it. The one simple insight that provided the foundation for building financial and insurance services with a difference—and that’s where Align begins.
Get the power of choice when it comes to finding the right insurance for your situation. We offer a wide variety of policies and price points to choose from.
Rely on us to simplify the insurance process, from advising you on your risks and solutions, to advocating on your behalf to the insurance company.
Count on us to be there for you every step of the way with personable and professional service so you always have the right coverage for your insurance needs.
Insurance Solutions We Specialize In
We specialize in a variety of coverage options to meet your unique insurance needs.
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