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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

  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

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: Call Dorr Phelps (Staff change in progress)  

      • Data Collection & Management
      • Billing & Payments
      • Policy Changes
      • Mortgage Changes
      • Claims Reporting & Tracking
      • Client Evaluation & Risk Review
      • Commercial Reports
      •  Managing PFS Facebook Page

         Commercial Sales & Risk Consultation:  Mike Okulich

      • Data Collection & Management
      • Church & Other Non-Profit Sales & Consultation
      • Client Evaluation & Risk Review
      • Commercial Reports

          Commercial Sales & Consultation: 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