About Us

     Lori and David Birchell are partners in business and in life; they have been married for eighteen years and have lived in Winter Springs since 1998. Lori has been in the insurance industry for over eleven years. She spent three years in the insurance field as a customer service representative. In 2001, Lori opened a very successful agency with Allstate Insurance. She moved to the "independent market" in 2006 (allowing her to serve more clients with a wider range of products).

    In May, 2009 we were fortunate enough to add two partners Michael and Christian Beiter of Preservation 1st Financial Services as partners. These gentlemen specialize in all financial products, life, health and annuities.
     

Lori received the following awards with Allstate...

• Allstate Florida Agency of the Year    2003
• Northeast Agencies Inc- Elite Broker    2003, 2004 & 2005
• Universal Top 10 Production Agency    2004
• Allstate Insurance Total Commercial Production    2002, 2003 & 2004 

   David started in the insurance industry back in 1980 with Northwestern Mutual Life Insurance Company. From there he spent over twenty years in restaurant management. He has spent the last five years working with Lori handling all accounting, management and marketing issues. He currently represents AFLAC through the agency.

David has received the following awards from AFLAC...