(585) 416-4100
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.
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.
President & Founder
Adrian Morgenstern
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
VP/Director of Personal Insurance, Partner
Matt Harding
Matt partnered with Morgenstern Insurance Services in August 2022 after serving the insurance industry for nearly a decade. Matt overseas the personal insurance department as well as direct and outside sales. His career started with an exclusive agency where he developed his expertise in the insurance business while achieving numerous awards for his production. Matt later founded a local brokerage in 2019 and worked to cultivate relationships with many insurance carriers with the goal of helping every client possible. Matt sold his brokerage and partnered with Morgenstern Insurance in 2022 to enhance the personal insurance department. With his industry knowledge and experience, Morgenstern Insurance has options for every type of client, personal and commercial, to deliver the best customer experience possible.
Professional Experience
-
Allstate - Producer
-
Elmwood Agency - Founder/President
Education
-
State University of New York at Oswego (BS, Technology Management) - 2011
-
Property & Casualty License
Professional Organizations
-
BIG I of WNY - Board Member - Current
Director of Client Services
Heidi Hollman
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. 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 - Personal Insurance Service Rep.
Education
-
Rochester Institute of Technology (BS, International Business) - 1993
Strategic Accounts Director
Janene Adolph
More information coming soon!
Coordinator of Client Services
Jillian Sherwin
After finishing graduate school, Jillian worked on the carrier side of the business for more than seven years, first as a Personal Lines Underwriter, and then as a Claims Adjuster for personal, commercial, and agricultural losses. This breadth of experience allows Jillian to offer clients a loss-based perspective on their risk management strategies, and she is deeply committed to helping insureds understand their policies and choose coverage that fully meets their needs and goals.
Professional Experience
-
Ontario Insurance Company - Personal Lines Underwriter, Claims Representative
-
Dobbin Agency - Customer Service Representative
Education
-
St. Lawrence University (BA - English, Speech & Theatre) - 2008
-
Syracuse University (MA - English) - 2014
Professional Organizations
-
CPCU Society, Rochester Chapter - Executive Board
Coordinator of Client Services
Connie Pullinzi
Prior to joining the Morgenstern Insurance services team, Connie was an account manager for a high-volume agency. She holds a New York State Brokers license in Property and Casualty, and Commercial Insurance. Having experience with a wide variety of clientele has provided her the ability to recognize and predict her client’s needs. She prides herself on her organizational talents which are only matched by her compassionate and optimistic personality. As the newest member of the team, Connie is eager to provide clients with the individually curated service that Morgenstern Insurance Services is known for.
Professional Experience
-
Account Manager – Elmwood Agency
Education
-
Property & Casualty License
Coordinator of Client Services
Mallory Czlonka
More information coming soon!
Account Executive
Jamie Chandler
More information coming soon!
Senior Insurance Consultant
Gene Gorman
More information coming soon!