Founded in 1871, Wheeler & Taylor is one of the nation’s oldest and most respected insurance and risk management firms. With more than 150 years of uninterrupted service, we have earned recognition among the Top 100 property/casualty agencies in the United States. As part of GoodWorks Financial Group, we combine regional heritage with national scale to deliver comprehensive solutions across personal, commercial, and specialty lines.

Our expertise extends to serving high-net-worth individuals and families, providing tailored programs that address complex and multi-jurisdictional risks. From property and liability protection to private client advisory, Wheeler & Taylor designs strategies that safeguard significant assets while aligning with long-term wealth preservation goals.

Grounded in stability yet driven by innovation, we deliver consultative risk management and insurance solutions that help clients navigate evolving challenges with confidence. Whether supporting individuals, families, or enterprises, Wheeler & Taylor remains committed to building resilience, strengthening communities, and setting the standard in risk advisory and insurance services.

Wheeler & Taylor, Inc.

This department is responsible for managing client relationships and ensuring customer satisfaction through effective communication and support.

Account Management

This department oversees various aspects of personal and commercial insurance products and client management.

Insurance Management

This department provides personalized financial advice and solutions tailored to the needs of individual clients.

Private Client Services

This department manages financial transactions, bookkeeping, and financial reporting.

Accounting Department

This department manages employee relations, talent acquisition, and organizational development.

Human Resources

This department focuses on promoting the organization and managing administrative functions.

Wheeler & Taylor, Inc.

Org chart

Teams

Account Management

Insurance Management

Private Client Services

Accounting Department

Human Resources

Marketing and Administration

Offices

Wheeler & Taylor, Inc.

Org chart

Teams

Account Management

Insurance Management

Private Client Services

Accounting Department

Human Resources

Marketing and Administration

Offices

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