How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Tracey Borra
President
888.247.1176
Tracey began the insurance industry in 2006 and enjoys all the options being an independent agent gives her and her clients. She enjoys working with many different types of businesses and homeowners and has specialized in contractors...
Charity Newman
888.579.0788
Charity has been with Caerus Insurance since 2013 and she works primarily on commercial accounts with an emphasis on contractors, she enjoys the challenges and excitement that the insurance industry brings and her interaction with...
Lindsay Stadick
888.247.1176
Lindsay obtained her insurance license in 2020. Prior to being in insurance, she has worked in customer service for the past 3 years. Lindsay is a great addition to our team who will help expand our technology offering client access...