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Our Staff

Please check our staff listing below to gain access with the right person to assist your need. Your comments and suggestions are always welcome. Our staff looks forward to assisting you with your specific needs today and in the future. We do our best to see that all calls and inquires are answered the same day as received.

General Contact Information

Office Phone: (614) 899-6000
General Voice mail: 0
General Text Number: 1-614-353-7071
Office Toll free: (877) 471-7997
Office Fax: (614) 899-6022
Office Address: 659 Park Meadow Rd, Suite H, Westerville, OH 43081
Website: phelpsfinancial.com

Newsletters: PFS News to your email

Specific Staff Contact Information

Consumer Account Manager: Sue Gimmi

  • Phone Extension: 1018
  • Email : sgimmi@phelpsfinancial.com
    • Quotes & Sales Auto, Home, Rentals, Umbrella, Recreational Vehicles, Life
    • Billing & Payments
    • Policy Changes
    • Mortgage Changes
    • Data Collection & Management
    • Claims Reporting & Tracking
    • Certificates of Insurance
    • Client Evaluation & Risk Review
    • Consumer Reports

Commercial Account Manager: Charise Sanders

  • Phone Extension: 1011
  • Email: csanders@phelpsfinancial.com
    • Data Collection & Management
    • Policy Changes
    • Renewals, Surveys & Forms
    • Mortgage Changes
    • Claims Reporting & Tracking
    • Client Evaluation & Risk Review
    • Commercial Reports
    • Proof Reading
    • PowerPoint & Other Design Work
    • Commercial Group Plans Management

Commercial Account Manager: Marybeth Stone

  • Phone Extension: 1014
  • Email: mstone@phelpsfinancial.com
    • Data Collection & Management
    • Policy Changes
    • Renewals, Surveys & Forms
    • Mortgage Changes
    • Claims Reporting & Tracking
    • Client Evaluation & Risk Review
    • Commercial Reports
    • Proof Reading
    • Company Facebook Management
    • Website Assistance
    • Design Work & Marketing Planning
    • Prospect Research

Commercial Sales & Risk Consultations: Mike Okulich

  • Phone Extension: 1010
  • Email: mokulich@phelpsfinancial.com
    • Data Collection & Management
    • Church & Other Non-Profit Sales & Consultations
    • Client Evaluation & Risk Review
    • Commercial Reports

Commercial Sales & Risk Consultations: Dorr Phelps

  • Phone Extension: 1012
  • Email: dphelps@phelpsfinancial.com
    • New Policy Quotes & Sales for Commercial & Individual
    • Risk Management Strategies for Churches, Church Schools, Colleges, Camps
    • Disaster Recovery Plans for Churches, Church Schools, Colleges, Camps
    • Financial Planning for Individuals & Ministries
    • Teamwork with your other ministry professional for
      the development of quality growth and financial stability
    • Client Evaluation & Risk Reviews
    • Consumer/Personal Insurance Sales
    • Commercial/Business Insurance Sales
    • Church Ministries, Insurance Sales & Service
    • Employee & Volunteer Benefit Plan Consulting & Sales

Bookkeeping: Lisa Phelps

  • Email: lphelps@phelpsfinancial.com
    • Research
    • Proof Reading
    • Bookkeeping
    • Financial Matters

Website & Tech Questions & Issues: Pat Collins

  • Email: pat@userfriendlyis.com

Data Entry Projects, Proof Reading, & Research Projects: Completed by several part-timers we appreciate

Last updated on Mon, 05/17/2004 - 09:53.
Site last updated 01/07/2015