About Us

You need someone that speaks your language. At our core, we work to protect people, property, and businesses from the unforeseen circumstances that can upend daily life. The human element of our work guides our principles of transparency, trust, and integrity. 

Business Meeting

Our Team

Our clients are the lifeblood of our business – we pride ourselves as active partners, committed to securing their success. We don’t simply respond to needs; we anticipate them by learning the ins and outs of their business, and staying ahead of the curve so they don’t have to.

Adrian Morgenstern - President & Founder

Adrian Morgenstern

President | Founder

Adrian founded Morgenstern Insurance Services in early 2020 after serving the insurance industry in Upstate New York for the past fifteen years. Adrian oversees all agency management functions as well as direct and outside sales. His analytical and strategic approach to every aspect of the insurance buying process has set Adrian apart among his competitors. Known for his remarkably high retention rate, Adrian builds strong relationships with his clients by delivering data-driven risk management strategic planning accompanied with high quality service.

 

Professional Experience

USI Insurance - Vice President

Key Insurance - Vice President / Insurance Producer

First Niagara Risk Management – Vice President / Sales

 

Education

William J Angell School of Surety 1 & 11

Rochester Institute of Technology (MBA) - 2007

University of Rochester (Economics) - 2004

Heidi Hollman

Director of Client Services

Heidi is an insurance professional of nearly thirty-years. Having worked on the agency and company sides of the insurance business, in both commercial and personal insurance, as well as in computer systems support. Heidi has worked on a wide variety of commercial accounts including large property, agriculture, construction, technology, manufacturing, not-for-profit, social service, and municipalities, which will now allow Morgenstern to provide a larger scope of service and support for our clients. Heidi graduated from Rochester Institute of Technology with a Bachelor’s degree in business administration. She holds a New York State brokers license and has earned designations as both a Registered Workers Compensation Specialist (RWCS) and Management Liability Insurance Specialist (MLIS).

 

Professional Experience

Tompkins Insurance Agencies - WNY Commercial Lines Supervisor

USI Insurance Services - Account Executive

Safeco Insurance Company - Senior Agency Technology Specialist

VanderMallie Insurance Agency - Licensed Insurance Broker

Hatch-Leonard/Markin-Shaw - Commercial Lines Assistant/Analyst

Taylor Marshall Insurance Agency - Commercial Lines Assistant/Analyst

 

Education

Rochester Institute of Technology - International Business - 1993

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Jillian K. Sherwin
Coordinator of Client Services

COMING SOON!

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We’ve evolved the insurance partnership experience