MEET OUR LEADERSHIP TEAM
We partner with our clients to provide innovative insurance solutions. It is our goal to build long-term relationships that allow us to create comprehensive and innovative insurance solutions tailored to our clients. Our clients receive the personalized service you want from a boutique consultancy with the leverage and choice you expect from a full-service brokerage.
Walsh Carter Insurance Services was formed in 2006 with Brendan as one of its founders. His 25 plus years of experience have focused on providing property & casualty insurance, life insurance and estate planning to his clients.
Prior to launching Walsh Carter, Brendan spent thirteen years at Northwestern Mutual where he specialized in assisting his clients with complex estate planning solutions.
Brendan has a bachelor’s degree from University of San Francisco. He is a former President of the Irish Cultural Center and sat on the board of the Juvenile Diabetes Research Fund.
Principal, Chief Financial Officer
Greg is a founding member of the partnership that formed Walsh Carter Insurance Services in 2006. His career started at Northwestern Mutual where he became a key contributor to his team’s continual qualification to the Million Dollar Round Table and the Northwestern Forum.
With over twenty years of experience in the industry, Greg is responsible for running the finance and accounting operations at Walsh Carter.
Greg has a bachelor’s degree from California State University, Chico.
Jim joined Walsh Carter in 2012 after spending 23 years with the Visual Media Alliance (formerly known as the Printing Industries of Northern California). It was there he gained experience providing property & casualty and group benefits solutions to the print and creative business industry. Jim leads the Client Relationship Team and routinely leverages his longstanding carrier connections to provide outstanding value to our clients.
Jim has a bachelor’s degree from University of Southern California.
Director Of Financial Services – Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities
As the Director of Financial Services, Marty is devoted to developing and maintaining relationships with our clients, agents, investment advisors, accountants, attorneys, and all other financial professionals. Marty offers over 15 years of experience in business-to-consumer and business-to-business sales with a specific focus on corporate buy-sell review, business exit planning, valuation and strategies, as well as personal estate protection and succession planning.
Marty has a bachelor’s degree from San Diego State University.