You deserve the best possible experience when it comes to your insurance needs.  We don't claim to be perfect, but we pride ourselves on our service and how we separate ourselves in the insurance industry.  Our goal is to understand our customers and provide education on the options available to make dreams a reality.

Officially opening in September of 2023, our founder, Geoff Donaldson, had the idea to start CXE Insurance after a realization of purpose struck in the spring of 2023.  For the previous 16 years, Geoff pursued partnerships that believe what he believes and execute on that belief.  In his eyes, the most valuable pursuit is one of deeper relationships, a genuine curiosity in people’s history, and dreams so that value can be created.  Every person should be given the opportunity to thrive financially while protecting what they have worked hard to earn.

One thing has remained constant throughout his professional journey; the insatiable curiosity and vision to help others be more successful.  See a need, fill a need has been the operating model for Geoff’s career.  The name, CXE Insurance, was created after pondering the desired experience we would provide.  The 'C' represents our customers, and the 'E' our employees.  An amazing experience is what occurs when we prioritize both our customer's and employee's needs.  We stand by this belief and want to be held accountable for our actions.  We strive to continuously improve and will ask for feedback to do so.

CXE Insurance

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