Over 30 years ago, I came into this business wanting to help people, to be my own boss, and to be able to make a living where I could support a family. Looking back, I have indeed been able to do all three things and have found it incredibly rewarding.

Being in business with my father has been an amazing experience.  He was one of the icons in the insurance business, an incredible salesman and a very smart, caring problem solver.  I have learned so much from him over the years – not only about the business but also about how to run a business and the importance of honesty, integrity and customer service.  His commitment to client service and push for creative and innovative solutions have been the foundation upon which I have continued to build our business. 

Working with Dad was also  fraught with challenges as well as rewards. I’ve learned to be more creative in finding ways to push ideas through and coopt agreement.  I have also garnered more input from my team which, I feel has empowered them to be more committed to each other and to the company  I am proud of the business we have created and sustained for 3 generations and look forward to the continued development of the next generation of leaders within.

The most profound change in the U.S. financial industry in recent years has been the growth of the internet. The worldwide reach of the internet has also led to mergers among financial services firms as they compete in an increasingly global marketplace. Here at Sapers & Wallack we have embraced these technological advances and use them to help service our clients and to enhance our relationships with new ways of connecting.  We are  committed to developing a lasting relationship with your organization and to be with you through every stage of your financial journey.

We have had many shifts in the business since it’s inception in 1932. The most recent was our partnership with The Hilb Group of New England to enhance our Employee Benefit offerings as well as to add their strong Property & Casualty  knowledge to our business in 2017. This partnership has enabled us to expand our suite of offerings.  We have also focused on growing our wealth management team and tied that in with our retirement advisory services.  At Sapers & Wallack, flexibility has always been our focus, and we continue to be innovative with our delivery of service to clients.

Running our family business after 90 years of continual service has helped me to gain perspective on the many challenges we have faced, from financial crises to pandemics, and has allowed me tomaintain a level of calm while rallying the team and others whom we rely on to push ourselves, support each other and to stretch our capabilities.

So, what lays in store for us in the years to come? Everything we do is to help protect families and employees and improve their financial futures.  Looking ahead, we will continue to grow our service to better support your changing needs. None of us can second-guess what the future may bring,  but I am very much looking forward to celebrating our centenary with you all in 2032!