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.

Team Legacy Risk

Cory Higgins

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

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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Kayla Atwood

Kayla Atwood, CISR

Account Manager

Kayla started her career in insurance after graduating from Boise…

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Debbie Beasley

Debbie Beasley, AIC, CIC

Vice President
Claims

Debbie began her insurance career in the Claim Service Division…

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Drew Bolger

Drew Bolger

Partner

Drew joined Legacy Risk in 2015 focused on extending…

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Dee Brown

Dee Brown, CISR

Vice President
Senior Account Manager

With more than 40 years of experience in the insurance industry…

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Debbie Evans

Debbie Evans, AINS, CIC, CISR, SIP, WCCA

Vice President
Claims

Debbie Evans manages Legacy’s Claims Department….
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Helene Grubb

Helene Grubb, ARM, CIC

Vice President
Senior Account Manager

Helene is responsible for Key Client Management, monitoring industry and market changes…
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Julie Heckerman

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

Christina Davis, CIC, 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

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

Susan Kane, ARM

Executive Vice President

Susan’s primary responsibility is to oversee Legacy Risk’s client services…
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Chris Lang

Chris Lang, CPCU, ARM

Partner

Chris has been in the Property/Casualty insurance brokerage business for…
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Stacey Pitt

Stacey Pitt, CISR

Account Manager

Stacey graduated from California State University of Sacramento…
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Nicole Sidauskas

Nicole Sidlauskas

Chief Financial Officer

As CFO, Nicole is responsible for managing the financial, information technology…
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Chelsea Trenkwalder

Chelsea Trenkwalder, CIC

Assistant Vice President
Private Client Group

Chelsea started her career in the insurance industry…
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Heather Vargas

Heather Vargas

Account Manager

With over 15 years’ experience in the industry, Heather joined…
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Cathy Westervelt

Cathy Westervelt

Vice President
Senior Account Manager

Cathy supports a diverse book of business…
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