Chief Risk Officer
James is an innovator and an eternally curious problem solver. He's an unapologetic insurance nerd and he gets really excited about things that bore most people. He is an active member of Watermark Community Church and serves on the leadership team for Re:Generation, a faith-based 12-step recovery program. James is a dedicated family man, and spends as much time as possible with his wife, Alison, and their two kids. Cycling, swimming and golf are his exercises of choice. James is a lifelong student, and eagerly reads articles and journals to stay fresh on industry developments.
James' focus in our office is on serving our Business clients and on equipping/empowering our team to be excellent in their respective roles.
Partner & Risk Advisor
Jay is a seasoned sales professional, with a diverse skillset and list of accolades too numerous to name here. He is a Veteran of the United States Army, and a proud Graduate of West Point. After serving in the Army, Jay enjoyed lasting success in the oil and gas industry in various sales and business development roles. Jay previously was the owner of an independent insurance brokerage before joining our team. He and his family reside in Keller, Texas.. He is currently focusing primarily on serving families and individuals, as well as operating a thriving residential mortgage business.
Partner & InsurTech Liason
Chief Insurance Officer for Obie
Following a 5-year tenure as a top ranked State Farm agent, Matt founded Skylight Insurance after catching the attention of the largest Century 21 franchise worldwide. Bridging tried and true insurance principals with tech, Skylight merged with Obie, an emerging InsurTech platform delivering unique tools and solutions for real estate investors. Today, he serves as Obie's Chief Insurance Officer.
RiskWell is proud to partner with Matt and Obie to continue innovating and upgrading our offerings to our current and future real estate investor clients.
Johnathan is a dedicated, energetic and highly capable member of the RiskWell team. He has enjoyed sustained success in roles with previous national and regional insurance brokerages. He now delivers a unique blend of highly-trained professionalism and a direct, simplistic approach with his clients. Johnathan is a proud graduate of Texas A&M University and lives in McKinney with his wife, Kensey.
Johnathan serves individuals and families as a Personal Risk Advisor. He is also actively cross-training in commercial insurance.
Team Leader - Real Estate Investors
Addy has defied the odds by starting out her career at a young age and now delivers an extensive and award-winning expertise in property management and project management to our RiskWell Family. She is a proud native Texan and also enjoyed living in four other states as the child of a military family. Her best friend is her Momma and she is a big fan of knitting, hiking and camping. She and her husband, Brennan, enjoy their weekend travel adventures. Addy carries kindness wherever she goes and enjoys crafting a warm, friendly experience for her clients.
Brecklyn is born and raised Texan and very proud of it. Her family and faith are super important to her, and she's active at the Frisco campus of Watermark Community Church. She is excited to continue developing her professional life on our team. She had the privilege of spending a couple of years abroad in the Czech Republic as an educational therapist. While over there, she met her husband, Camden. Brecklyn loves making people feel important and valued. She gets real satisfaction in serving her clients.
Brecklyn serves our commercial and business clients.
Rachel is bold and friendly. She's got a wonderfully quirky sense of humor and she's genuinely excited about meeting new people and delivering solutions to problems. Rachel is actively engaged in serving international college students and loves living out her faith in her community. She has an eclectic set of hobbies, including making custom furniture and painting. She and her husband, Matthew, enjoy traveling and have a soft spot for Colorado and mountains in general.
Rachel serves our real estate investor clients, and also supports leadership's training and strategic planning efforts.
Roy has over sixteen years of knowledge and experience in the insurance industry. He excels at making complex topics easy to understand. He treats his clients as he would want his own family and friends to be treated. He spends time with his wife, Chris, and their two boys. He is very active in our local community and engaged with several non-profits and charitable causes. Roy is an avid runner and outdoorsman and enjoys hiking with his family. One of Roy’s lifelong passions has been the weather. You can find him all over social media with his POW Ponder On Weather original content, forecasts and livestreams. Roy is proud to protect his clients “before and after the storm.”
Roy is a remote, part-time team member, focusing on serving families' and individuals' insurance needs.
Co-Owner / Director of Operations
Alison is an accomplished management and marketing professional, and is currently enjoying her status as a Professional Mom. She is a native of Tennessee, and she and James have been married since 2010. She is a graduate of Baylor University (Sic 'Em, Bears!) and can be found consulting and advising throughout our office from time to time. Prior to stepping away from full-time agency work, Alison ran the back office part of our operation and enjoyed the ongoing task of keeping James in line.
Let's Have A Conversation
Schedule your Discovery Call below. We'll get acquainted and work to understand your needs and preferences. Then, we'll build a custom program that protects you, your business, your family, and your livelihood.