Leadership & Advisors

Our Founder and CEO, Dan Litaker III, purposely assembled a special team of close to 50 professionals to deliver the superior service that would differentiate the Windermere client experience. From his first hire to all the loyal team members who have joined since, our colleagues share certain personality traits and values. These include passion, enthusiasm, and commitment to lifetime learning, creativity, integrity, and a constant drive to exceed our clients' expectations.

Dan M. Litaker

Chief Executive Officer

Connect With Dan M. Litaker

Danielle L. Hoversten
MBA, CIC

President & Chief Operating Officer

Connect WithDanielle L. Hoversten

Jaime C. Wellman
CIC, CISR

Partner \ Real Estate Practice Leader

Connect WithJaime C. Wellman

Drew L. Patterson
CIC, API, AIM

Partner \ Private Client Practice Leader

Connect With Drew L. Patterson

Amy H. Kinasch
CIC, CISR

Advisor \ Private Client

Connect WithAmy H. Kinasch

Benji J. Crapo
CPCU, AU-M, API, AINS

Advisor \ Business Insurance

Connect WithBenji J. Crapo

Brian S. Ramsey
ARM, AIC, CRIS

Director \ Risk Services & Loss Control

Connect WithBrian S. Ramsey

Carolyn K. Gibb

Director of Client Service \
Private Client Practice

Connect WithCarolyn K. Gibb

Cole B. Herbkersman
CLCS

Sr. Advisor \ Private Client

Connect WithCole B. Herbkersman

Griffin T. Thrower

Advisor \ Private Client

Connect WithGriffin T. Thrower

H. Allen Tate
CBIA

Advisor \ Real Estate Practice

Connect WithH. Allen Tate

Keith E. Greenspon

Advisor \ Group Benefits & Life Insurance

Connect WithKeith E. Greenspon

Lily A. Nguyen
AIC, CAWC

Sr. Claims Manager \
Private Client

Connect WithLily A. Nguyen

M. Chase Hardin
CPCU, AIM, AIC, AINS

Sr. Claims Manager \ Business Insurance

Connect WithM. Chase Hardin

Patrick J. O’Brien
RPLU, CPLP

Advisor \ Financial Institutions

Connect WithPatrick J. O’Brien

Rion F. Moore

Advisor \ Partner

Connect WithRion F. Moore

Scott H. Shannon

Partner \ Financial Institutions Practice Leader

Connect WithScott H. Shannon

Tom H. Litaker

Partner \ Real Estate Practice

Connect WithTom H. Litaker

Sharon T. McIntyre
CISR

Director of Client Services \
Business Insurance

Connect WithSharon T. McIntyre

Wendy M. Harvey
CIC, CISR

Advisor \ Private Client

Connect WithWendy M. Harvey

Todd E. Ward
CIC

Advisor \ SVP
Business Insurance

Connect WithTodd E. Ward

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