
Keely Schmidt
( Agency Owner )
It’s pretty apparent when you meet me, I have a severe case of ADD; I snap my fingers, twirl my hair, and dance in the middle of the day. 90% of my sentences end with an exclamation point because most things I have to say have that much energy behind it! If you ask my friends about me, they will say I am bossy but fiercely loyal; my husband would say I am stubborn but determined, and my kids would just tell you their mom is crazy!
I inherited my mom’s directness and my dad’s drive…both traits helping me get to where I am today. Growing up in a small town, where my teen years minced most country songs is a huge part of who I am. Its probably why I like camping at the lake over a tropical vacation or hiking in the Gorge over a spa day! I am energized by meeting new people, and it makes my soul happy to create long-lasting relationships!
I am motivated by giving advice, educating, and providing peace of mind! My doors are open, and the coffee is on, so come on it, and let’s chat!

Kiana Norment
( Sales Manager )
She’s beautiful, graceful, and always a smile on her face. Meet Ms. Kiana! Kiana is the ying to my yang, or I should say, the calm to my storm!
Kiana’s presence alone will make you feel like you just did an hour of yoga. She has mastered the art of listening, and folks will often tell her their life stories within minutes of meeting her. Originally from Virginia, Kiana decided to make a move to Oregon in 2021, describing her decision as “pretty much throwing a dart at a map and moving wherever it landed.” It is apparent that where most people stay inside their comfort zone Kiana THRIVES outside of it.
She is always coming to me with new ideas of how we can be better, a true Libra always pushing to be better and inspiring all of us around her! If I had to describe her in one word, it would be cool. She is plan COOL. If you are looking for a quote, Kiana is your girl.

Noe Lumbreras
( Personal Financial Representative )
I have had the pleasure of working with Noe for over a decade (weird because I’m only 25) and am over the moon excited to have him as a part of our team. Everyone wants to be friends with Noe and for good reason!
His energy can fill a room, always entering with a massive smile, and quickly become the center of attention. He knows everyone’s name, and remembers the smallest details, even if it has been years since you have seen him. He is not great at sitting still or staying in one spot very long but if you are lucky enough to pin him down for a conversation, you will find his zest for life is contagious, and most likely have made yourself a new best friend!
In addition to these charming traits, Noe has an impressive 20 years of finance experience giving him the title of “financial Guru” in our office. If you are in the market for life insurance, retirement options, or maybe a new best friend Noe is you guy!

Khushbu Bhatt
( Operations )
Khushbu, our newest crew member, is vibrant and full of life! When I first met her she arrived at the office 15 minutes early and apologized for it saying she was just two excited to wait any longer and we LOVE that kind of energy!
Moving to the States from India in 2015, she is full of exciting stories, from her childhood to her experiences living in various countries/States. Khushbu is all in for her kids so its no surprise that she has naturally taken on the role of our office mom, always ready to check on you after a mishap, or surprise us with homemade Indian food to snack on! No one will be going hungry on her watch! Her attention to detail is unreal making her the ying to my yang!
Khushbu mainly works her detailed magic in the background (like the wizard of Oz, which she has NEVER seen. So please give her a hard time about this) but also hops on the phones now and then. Khushbu is eager to learn, to help and has been key in making the office run efficiently, she is sure to brighten your day as she has ours!

Katie Pierce
( Customer Service )
Katie works remotely from Georgia, and what a sweet little peach she is! Katie was the answer to our “can handle a lot of calls, is nurturing and empathetic, works hard, but also is fun to be around” prayers. If you have called into the office, you have spoken with her and felt the ray of sunshine on the other line! She is the life of our team chats and keeps us laughing with her off-the-wall jokes, sarcasm, and “life on the farm” stories (everyone who has a team chat at work knows you NEED a Katie to get you through the hard days).
When we have our video chat check-ins, It’s not unusual to see an array of animals hanging around her or hear one of her three kids calling out “MOMMM”! She is genuinely kind and has a personal goal of being the best part of your day. When I first met Katie, I fell hard and fast. It could have been the extensive insurance background she had, or maybe it was that southern accident and “feels like home” feeling she gave me…..whatever it was I was hooked!
Call Katie next time you have any insurance questions or are shopping around….but be warned, you will be hooked!

Rex Schmidt
This is Rex. Not entirely sure what he brings to the table. Originally, I thought he had the energy to manage the place, but now it’s clear he lacks the motivation the job requires. I get the vibe he has grown up a bit privileged… you know what I mean?
Typical millennial… expects the world, just doesn’t want to put in the effort. I guess that’s what happens when you hand out participation treats every time you sit or go to the bathroom. He even suggested we take nap breaks during the day. Something about increased productivity? Ridiculous. This summer, it’s time for him to get a taste of the real word and realize that life isn’t all about wagging tails and chasing birds. So please… stop by and help us put this kid to work!