We operate on a customer-first platform for businesses big, small, or in-between. We analyze the risk management and insurance needs of our customers and design the most cost-effective, tailored insurance solution for any situation.
We spent years working for major insurance corporations, but after continually seeing how corporate interests take a front seat to customers needs, we decided that we could do better, and left to start the Heldman Group. Our independent ownership and structure allows us the flexibility to design and implement risk management and insurance solutions with the broadest market reach and product offerings in the industry.
Ken began his career with Hartford Insurance in San Francisco, and then moved back to his hometown, Cincinnati, in 1991. He then went to work for Frederick Rauh & Co., Cincinnati's oldest insurance brokerage, which was founded in 1874. After an extended career at Wells Fargo, he left to start the Heldman Group.
Charla's insurance career began in her hometown of Bowling Green, Kentucky. She worked with a managing general agent specializing in the Commercial Auto industry. She joined Acordia Rauh, Inc. in 1997 and spent 20 years there which is now Wells Fargo. While she worked on a variety of business, her primary focus was manufacturing and real estate risks.