|
Put some muscle into your insurance program!
|
Dennis A. McCurdy, CIC, CFP®
Dennis has been involved in the Insurance, Financial Planning, Investments, Real Estate, Business Coaching, Accounting and Tax business since 1973. He founded the Dennis A. McCurdy Insurance Agency in January 1975, and Dennis A. McCurdy & Associates in 1987. He holds an Insurance Broker license. In 1985, he became a Certified Insurance Counselor (CIC). Dennis is also a Registered Representative, Investment Advisor Representative with NASD and Commonwealth Financial Network, having earned his Series 7 Securities License from NASD in 1988. Dennis received his Certified Financial Planner (CFP) designation in 1990. Dennis is a member of the Independent Agents of America, The Society of Certified Insurance Counselors and the Society of Certified Financial Planners and The National Association of Tax Professionals, and a Vietnam Veteran. Dennis is President of Village Toastmasters and is a popular motivational and business speaker.
|
Our customers sing our praises |
Kim is a veteran of the insurance industry. She holds an Accredited Advisor in Insurance (AAI) designation and has her Property/Casualty Insurance License and Life Accident & Health Insurance license. Kim is also enrolled in the Certified Insurance Counselors (CIC) Designation Program, which is a nationally acclaimed continuing education program. The designation is earned by attending five intensive CIC Institutes; Agency Management, Commercial Property, Commercial Liability, Personal Lines and Life and Health and passing five comprehensive essay examinations successfully.
She has managed Personal Lines, Commercial Lines and Life & Health Departments over the past 23 years. She is currently a producer for the agency and handles all new accounts for Commercial, Personal, Group Health and Life and Disability. Kim is a member and former President of Community Business Associates (CBA), a local networking group which she helped to develop. She is also a member of Woman in Business and a member of the Ambassadors Committee for the local Chamber of Commerce; Central Mass South –The Chamber at the Crossroads of New England.
Because of her diverse knowledge and experience, she has been successful in helping businesses improve their insurance program by providing them with tailored products to meet their individual needs and protect the assets they work hard to build.
|
We go to bat for you |
Michele Edwards, CISR AIS
Michele joined the staff at Dennis A. McCurdy Insurance Agency in July 1990. She is a licensed insurance agent and has received designations for a Certified Insurance Representative, Associate in Insurance Services along with a Certificate in General Insurance. She also holds a Life, Accident & Health license. Michele was a personal risk manager for 16 years before becoming a commercial risk manager in August of 2006.
|
Mark is a Business Planning Strategist, Mentor and Coach with more than 25 years experience. Mark has provided consulting services to clients in Massachusetts and Connecticut since 1996. He provides program evaluation and advisory services and assists with strategy development to help businesses grow. He offers management development seminars, training, and employee benefit consulting services. Mark was formerly Vice President of Human Resources for BayBanks and Monarch Capital Corporation in Springfield.
Dottie joined the staff at The McCurdy Group in 1999. Her areas of expertise are in accounting, payroll and taxes—both business and individual. She earned her Bachelor of Science, Bachelor of Arts from Nichols College. Dottie is a member of National Association of Tax Preparers (NATP).
Jennifer joined the staff at Dennis A. McCurdy Insurance Agency in the Fall of 2005 as a receptionist. She was promoted to Personal Lines Customer Service Manager in the Spring of 2007. Jennifer grew up and lives in Woodstock Connecticut; she is a sophmore at Quinebaug Valley Community College.
Melissa Melissa joined the staff at Dennis A. McCurdy Insurance Agency in the spring of 2007. She works as a personal Lines Customer Service Manager. She lives in Oxford and is hoping to become a licensed insurance agent in the near future.
|
