Lori Wheeler

Lori Wheeler is responsible for developing program design, implementation, daily service and claims management on Management Liability coverages. She has cultivated numerous relationships with key insurers during her career and utilizes her home office level relationships with carriers and intimate understanding of the underwriting and claims processes to now benefit the insureds she represents. Lori works with insureds from all industry groups and corporate structures: private, public and non-profit companies.
Lori has 29 years of experience in the industry. She specializes in Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime Coverage, Cyber Liability, Kidnap & Ransom, and Errors & Omissions Liability. She has worked as a broker for J&H and JLT and as regional underwriting manager for AIG, Kemper, and Ace. She is a graduate of Baylor University, was named an Elite Women of Insurance by Insurance Business America and as a Risk & Insurance Magazine’s Power Broker.

Lori Wheeler Marsh Wortham

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