About us
A different kind of insurance firm.
Oak Risk Group was built on a simple observation: most people have never actually been advised about insurance. They've been quoted, renewed, and processed — but nobody ever sat down, understood the whole picture, and gave them a considered opinion. That's the firm we set out to build.
Why "Oak"
From acorn to oak.
An oak doesn't start strong. It starts small, puts down roots, and becomes the thing everything else shelters under. The roots do their work out of sight — and the strength everyone sees above ground depends entirely on them.
That's how we think about risk. The analysis, the questions, the reading of contracts nobody else reads — that's the root system. The coverage is just the part you can see. We put our name on the whole tree.
How we're built
Boutique by design.
We keep our client roster deliberately small, and it shows in the only way that matters: who picks up the phone. At Oak, a senior advisor handles your account from the first conversation through every renewal and claim. No service center. No hand-offs. No explaining your situation twice.
And because we're independent, our advice isn't tethered to any carrier's product line. We design the program first, then take it to market — and carriers compete for it.
Team
The people across the table.
Frank [Last Name]
Founder
Bio coming soon.
Cara Garrison
Title TBD
Bio coming soon.
Michele Jones
Title TBD
Bio coming soon.
Trevor Iocona
Title TBD
Bio coming soon.
What we believe
Three commitments.
Candor
We'll tell you what not to buy. That's usually the first sign you're talking to an advisor and not a salesman.
Depth
We'd rather know six industries deeply than every industry a little. Healthcare organizations are a dedicated practice here for exactly that reason.
Continuity
Risk changes as you grow. The advisor who built your program should be the one who evolves it — this year, next year, and the year after that.