As a privately held firm, Legacy Risk & Insurance has upheld a reputation for service and industry-leading expertise for over two decades — a reputation rooted in the strength of meaningful client relationships. We treat every relationship as a long-term partnership, defined by core principles: trust, transparency, and respect. At Legacy, we don’t just provide policies. We build highly tailored, high-value programs. This commitment to excellence has allowed us to foster a team of top talent, dedicated to serving companies and individuals in a range of specialty industries.
Cory Higgins
Managing Partner
As co-founder and managing partner of Legacy Risk, Cory is in charge of strategic planning, marketing, risk management, and business development.
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Dan McCormick
Managing Partner
Dan serves Legacy Risk as co-founder and is responsible for strategic client services and business development in conjunction with managing Legacy Risk with Cory Higgins.
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Debbie Beasley, AIC, CIC
Vice President
Claims
Debbie began her insurance career in the Claim Service Division…
Dee Brown, CISR
Vice President
Senior Account Manager
With more than 30 years of experience in the insurance industry…
Debbie Evans, AINS, CIC, CISR, SIP, WCCA
Vice President
Claims
Debbie works to provide quality commercial property….
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Helene Grubb, ARM, CIC
Vice President
Senior Account Manager
As a Senior Account Manager, Helene is responsible for client and carrier relations…
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Julie Heckman, CIC
Vice President of Operations Senior Account Manager
Julie has the opportunity to handle a variety of clients and is responsible for…
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Christina Johnson, CISR
Account Manager
Christina is a graduate of UC Berkeley and joined Legacy in 2012. During her time she…
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Sherri Jordan, CPCU, CIC, AAI
Vice President
Senior Account Manager
As a Senior Account Manager, Sherri works with her team here at Legacy …
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Susan Kane, ARM
Executive Vice President
Susan’s primary responsibility is to oversee Legacy Risk’s client services…
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Chris Lang, CPCU, ARM
Partner
Chris has been in the Property/Casualty insurance brokerage business for…
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Irene Lopez
Vice President
Senior Account Manager
Possessing a wealth of industry experience, Irene brings more than 25 years…
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Nicole Sidlauskas
Chief Financial Officer
As CFO, Nicole is responsible for managing the financial, information technology…
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Chelsea Trenkwalder, CIC
Account Manager, Private Client Group
Chelsea started her career in the insurance industry…
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Heather Vargas
Account Manager
With over 15 years’ experience in the industry, Heather joined…
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Cathy Westervelt
Vice President
Senior Account Manager
Cathy supports a diverse book of business…
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