Comprehensive protection for your high-value assets.

Private Client Group

Our new division within Glenwood Insurance supports the risk-management needs of high-net-worth individuals, multi-generational families, and family offices. Clients turn to Private Client Group when faced with complex insurance challenges, relying on our experience and dedication to help support their financial and personal goals.

As a client of Private Client Group, you can expect an exceptional experience delivered through personalized service, tailored solutions, and the specialization of a boutique firm – backed by the strength and resources of the top and most highly respected insurance carriers in the world.

Whether focused on preserving wealth, transitioning a business or estate, or looking for ways to make a positive impact and a lasting legacy, our team is ready and qualified to help create and implement a custom plan that can support your desired outcomes. Our ultimate goal is to provide you with peace of mind.

Private Client Team

Ian Exelbert

Ian Exelbert, CPA
Managing Director
(970) 384-8332      envelope

Asa Jones​

Robert Asa Jones, CIC
Private Client Advisor
(970) 384-8308       envelope

Angela Sampels​

Angela Sampels, CPRM
Private Client Executive
(970) 230-2972      envelope

Scott-Bolitho

Scott Bolitho
Health & Life Insurance Advisor
(970) 384-8330      envelope

Nettie Avery

Nettie Avery, CIC
Business Insurance Advisor
(970) 384-8320      envelope

Tom Jensen

Tom Jensen, CSP
Risk Management Advisor
(970) 384-8343      envelope

Private Client Insurance Coverage

Home & Estate

Protect your primary estate or distinctive vacation home, and everything inside them that you’ve worked so hard for. 

Vehicles

Take another look to ensure that your luxury vehicles, vintage and classic autos, motorcycles and RVs are fully covered.

Aviation & Watercraft

Get the specific coverages you need for adventures in the air or on the water. Don’t forget about travel insurance.

Private Collections

Artwork, collectibles, fine jewelry, wine collections and exquisite antiques are meant to be generational; keep them protected.  

Cybercrime & Identity Theft

Be prepared for your family’s safety and tomorrow’s fraud with a coverage plan you can trust.

Excess Liability & Umbrella

Umbrella insurance policies take care of instances when a claim might exceed your primary policy.

Directors & Officers

Protect the people in your business sphere and those who serve on for- or non-profit boards.

Life & Health

They’re never easy topics to discuss; short-term disability, long-term care, and death. We can help ease the conversation.

We Welcome Your Inquiry

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