Who We Are

The Meltzer Group is a diversified comprehensive insurance brokerage and advisory practice specializing in life insurance, health and welfare services, retirement plan consulting, property & casualty insurance, and wealth management. Our devoted professionals believe that your needs and desires are the most important factors in the insurance and financial management process. We take an extraordinary amount of time and care to ensure you receive the services and products that you deserve.

We represent a multitude of insurance and financial companies known for their strength and stability. This combination of experience and diversity enables our organization to provide a spectrum of products and services that provide true value in today’s rapidly changing financial marketplace.

Many of the nation’s most successful real estate, construction and development firms rely on us to help meet their insurance and financial management needs. Our experience in estate analysis and non-qualified retirement planning ranges from Fortune 500 executives, to family businesses, to some of the world’s best-known athletes and individuals.

The Meltzer Group Mission Statement

Learn more about The Meltzer Group
CRN201803-200480

Corporate Leadership

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CEO & Founder
The Meltzer Group
Team Member Since 1982

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President

The Meltzer Group

Team Member Since 2014

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Chief Strategy Officer

The Meltzer Group

Team Member Since 1991

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President

Life Division

Team Member Since 1983

Corporate Benefits

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President

Corporate Benefits

Team Member Since 2005

Executive Vice President

Corporate Benefits

Team Member Since 1994

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Executive Vice President

Corporate Benefits

Team Member Since 2003

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Executive Vice President of Operations

Corporate Benefits

Team Member Since 1996

Retirement Plan Services

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President

Retirement Plan Services

Team Member Since 2002

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Senior Vice President

Retirement Plan Services

Team Member Since 2006

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Vice President

Retirement Plan Services

Team Member Since 2007

Property & Casualty

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President

Property & Casualty

Team Member Since 1990

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Regional Vice President

Property & Casualty

Team Member Since 2017

Life Division

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Partner

Life Division

Team Member Since 2004