January 13, 2025
Heffernan Insurance Brokers acquired Green Financial in Kirkland, Washington. Fred Green, president of Green Financial, and his team have joined Heffernan Insurance Brokers’ small business division, HeffDirect. Founded in 1986 by Fred Green and his father Harry Green, Green Financial …
July 12, 2024
Heffernan Insurance Brokers acquired Costello Insurance Associates in Tempe, Arizona. Pat Costello and his team of five employees will continue to service their new and existing customers Costello services clients throughout the U.S. in obtaining coverage for corporate and pleasure …
April 28, 2021
Markel and Nationwide join AmWins, CRC Group, Heffernan, and Patra to bring standardized technology-enabled solutions to the insurance industry with AI and Automation EL DORADO HILLS, Calif., April 28, 2021 – A consortium of insurance industry leaders that formed InsurConneXtions …
February 10, 2021
Heffernan Insurance Brokers has acquired Micor Insurance Brokers in San Jose, Calif. The Micor San Jose office is Heffernan’s 10th California location. Terms of the deal were not disclosed. Corrie Foos, president of Micor, and his team, joined Heffernan. Foos …
January 7, 2021
Heffernan Insurance Brokers, a full-service, independent insurance brokerage firm, has merged with Porter & Curtis LLC, a consultative commercial property/casualty insurance broker, effective December 31, 2020. Porter & Curtis represents Heffernan’s first office on the East Coast. Its founders, William …
May 5, 2020
Heffernan Insurance Brokers has acquired Contractors Insurance NW in Olympia, Wash. Heffernan purchased the assets of CINW to join HeffDirect, a division of Heffernan Insurance Brokers CINW offers commercial insurance for contractors in Washington, Oregon, California, Idaho, and Texas,. Walnut …
August 10, 2018
Heffernan Insurance Brokers has opened a retirement services location in Seattle, Wash., to be overseen by Blake Thibault, managing director of Heffernan’s financial services division. Also located in the office are Dallas Otter, executive vice president, and Matthew Pearson, vice …
October 2, 2017
Heffernan Insurance Brokers, the Walnut Creek, Calif.-based independent insurance broker, announced it has opened a London brokerage, Heffernan Brokers UK Ltd., led by Nick Murrell as executive vice president. Murrell joins Heffernan to establish its London office and expand operations …
September 22, 2017
Heffernan Insurance Brokers has promoted Brenda Grootendorst to branch manager of the firm’s Portland, Ore. Grootendorst, who is a senior vice president in the firm, has more than 30 years of insurance and risk management. Grootendorst was a principal shareholder …
June 14, 2017
Heffernan Financial Services, a division of Heffernan Insurance Brokers, has added Jennifer Owen as a financial advisor in the Irvine, Calif. branch. Owen began her career with MetLife working in sales, training, and advanced planning. Later, she worked at BNY …