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Looking for referrals for a good DFW Texas Based Business Insurance Broker

lisa cobb's Profile

Am assisting with a possible start up and would appreciate any referrals for a good D&O, E&O, P&C broker that might also be able to assist with Surety/Fidelity Bonds (for state licensing purposes).  Would prefer all referrals to be Dallas Fort Worth Texas area brokers.  Thanks.


Kevin McAleer
Title: EVP & CFO
Company: Penson Worldwide, Inc.
(EVP & CFO, Penson Worldwide, Inc.) |


i have used Tom Hughston and his firm for several years and would highly recommend him and his firm for the items you need insurance for,, D&O E&O, etc.

Best regards

Kevin W. McAleer

Tom A. Hughston
Roach Howard Smith & Barton
...An Assurex Global Partner
8750 N. Central Expressway, Suite 500
Dallas, TX 75231-6410
Tel: 972.744.2726
Fax: 972.744.2826
Mobile: 214.632.6745
Email: thughstonatrhsb [dot] com

David Girault
Title: CFO/Gen Counsel
Company: Royal Freight, LP
(CFO/Gen Counsel, Royal Freight, LP) |

Another great bet is Julie Schatz at Roberts & Crow. She is extremely knowledgeable in the markets you are looking to cover, and provides very professional representation.

Julie Schatz
Senior VP
Roberts & Crow, Inc.
julie [dot] schatzatrobertsandcrow [dot] com


David Girault,
CFO & Gen. Counsel

John Du
Title: Chief Financial Officer
Company: Ocular LCD, Inc.
(Chief Financial Officer, Ocular LCD, Inc.) |


Rob Broz with USI Southwest has been helping with our insurance needs for more than 5 years. Rob's team does an excellent job and I have come to rely on them as trusted advisors for risk management. If honesty, integrity, diligence, fair pricing and good advice are important to you, Rob is a good bet and I highly recommend you give him a call:

Rob Broz, CPCU
Senior Vice President
USI Southwest, Inc.
214-443-3189 office
214-632-0145 cell

Good luck!


John Kogan
Title: CEO/CFO
Company: Proformative, Inc.
(CEO/CFO, Proformative, Inc.) |

David Martin, Managing Director
Marsh & McLennan Companies, Inc.
1000 Main Street, Suite 3000, Houston, TX 77002
713 276 8648 | Mobile 713 825 8672 | Fax 713 276 8746 david [dot] p [dot] martinatmarsh [dot] com |

John Kogan
Title: CEO/CFO
Company: Proformative, Inc.
(CEO/CFO, Proformative, Inc.) |

Bryan Perrault
Broker/Willis of Texas, Inc.
Austin, Texas
Ph# 512-651 1654
bryan [dot] perraultatwillis [dot] com

lisa cobb
Title: CFO
Company: HealthSmart
(CFO, HealthSmart) |

Appreciate the referrals from everyone! Thanks for you time.

Kent Smith
Title: Contract Consultant
Company: Construction / General Contracting
LinkedIn Profile
(Contract Consultant, Construction / General Contracting) |

I realize this comment may be a little late - but please contact Wayne Bishop at the Hotchkiss Insurance Agency: 972 512-7713

Richard Connelly
Title: CFO
(CFO, ) |

I can recommend 2

James J. Roskopf
Guaranty Insurance Services, Inc.
469-443-3489 office
214-697-4637 cell

Douglas R. Jones, CPCU, ARM
Vice President & Principal
Roach Howard Smith & Barton
...An Assurex Global Partner
972-744-2743 direct phone /
2010 Risk & Insurance Power Broker


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