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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: www.phelpsfinancial.com

PFS facebook Blog Site   phelpsfinancial.facebook

 Newsletters:  PFS News  to your email

Specific Staff Contact Information 

Consumer Account Manager: Sue Gimmi                    
      • 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
      • 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
          • Data Collection & Management
          • Church & Other Non-Profit Sales & Consultations
          • Client Evaluation & Risk Review
          • Commercial Reports

                Commercial Sales & Risk Consultations: Dorr Phelps

          • 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 For Ministry developmental planning for quality growth & financial stability with your other professionals
          • 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  

          • 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