About Us

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

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Director of Operations & 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

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Director of Brokerage & Placement

Adrienne O'Neill, CPCU

As the newest addition to the company, Adrienne brings unique talents to Morgenstern Insurance. Having been in the insurance industry for 32 years, she has spent the last 25 years developing her skillset and expertise in brokerage and placement. She has worked with clients with diverse and complicated coverage programs, including commercial real estate, apartments, and hospitality risks. She took an early interest in the fields of cyber insurance and professional liability, and has subsequently developed and maintained the specialized expertise required to navigate these branches of the industry. Her work ethic, uncompromising integrity, and rock-solid relationships with our underwriting partners set her apart from her peers, and allow her to deliver optimal results for her teammates and clients. Adrienne embodies the Morgenstern Insurance value proposition, with a collaborative and thoughtful approach to her work. She works alongside our Sales and Service Teams to develop and execute a winning strategy for our clients when they are presented to the Insurance Marketplace. Adrienne holds a CPCU designation, and is widely known within the insurance industry as being a top performer. We are thrilled to have her on our team.

Professional Experience

• Gallagher – Broker & Placement Director

• M&T Insurance Agency – Senior Vice President/Director of Marketing – WNY

• Key Insurance & Benefits Services – Senior Client Marketing Analyst

• Marshall & Sterling – Underwriting Manager

Education

• Chartered Property Casualty Underwriter (CPCU)

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

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Professional Organizations

• CPCU Society, Rochester Chapter - Executive Board

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Senior Insurance Consultant

Gene Gorman

Gene has more than 40 years’ experience in commercial insurance working as a Broker, Risk Manager and Consultant for firms in the Construction, Engineering, Food, Manufacturing, Real Estate, Senior care, Technology and Transportation sectors. His experience includes managing domestic and international insurance and risk management programs for entities ranging from Main St. businesses up to, and including, Fortune 500 companies. Gene is licensed in New York and Pennsylvania and has earned the Associate in Risk Management (ARM) designation.

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Professional Experience

• USI Insurance Services – Senior Client Account Manager

• Alliant Insurance Services, Inc. – Account Executive

• Willis of Pennsylvania, Inc. – Vice President/Broker

• J.J. White, Inc. – Director of Risk Management

• M.F. Irvine & Associates, Inc. – Vice President/Consultant

• Henkels & McCoy, Inc. – Director of Risk Management

• Liberty Mutual Group – National Account Manager

• Rollins Truck Leasing Corp. – Insurance & Risk Manager

• ADVANTA Corp. – Insurance & Risk Manager

Education

• University of Notre Dame (BBA, Accounting) – 1977

• LaSalle University (MBA, Finance) – 1993

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Account Executive

Jamie Chandler

Jamie is a dedicated insurance professional who recently joined Morgenstern Insurance Services in May 2023. With nearly a decade of experience in the insurance industry, Jamie brings a wealth of knowledge and expertise to his role. His background spans both sales and customer service, enabling him to provide a well-rounded approach to assisting clients. Throughout his career, Jamie has consistently delivered outstanding performance, earning numerous awards for his exceptional production. He was named Rookie of the Year in his first year at Paychex and qualified for Conference, a prestigious trip awarded to top-performing sales professionals, during each fiscal year of his tenure at Paychex. He has a proven track record of handling complex real estate portfolios and development projects, using his expertise in navigating the intricacies of the insurance landscape to provide clients with ideal risk management plans. Driven by a passion for delivering exceptional service and tailored insurance solutions, Jamie aspires to consistently exceed client expectations and contribute to the success of his clients' ventures.

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Professional Experience

• RPS – Wholesale Broker

• USI – Vice President

• Paychex – Middle Market Producer

• Key Insurance – Account Manager

Education

• University at Buffalo (BS, Business Administration & BA, Fine Arts) - 2014

• Property & Casualty License​

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