business team sharing ideas

Our dedication to service is what defines us.


Integrity in Independence

Robust Product Expertise


Where our team is part of your team.

We consider your success our success.

Consulting | Collaborating | Creating

Vanbridge Insurance Services has a distinctive focus to maximize efficiencies, reveal potential and inspire. The Vanbridge “capital” has a unique blend of industry and consulting experience, which provides creative and practical solutions to complex issues while leveraging industry best practices. Our strategy works with a diverse portfolio of clients on initiatives to discover value, opportunity and solutions.  Innovative thinking, professional skills and  proven strategic solutions combine to ensure our clients strategic planning goals become a reality. While we often leverage our proprietary tools and  resources to jump-start strategy work, collaboration with our clients is the key ingredient to a successful outcome.

Removing the obstacle of the “middle man” and other inefficiencies has led us to a complete and effective solution for the space in which we serve. Combining the best intellectual capital in wholesale insurance brokerage, financial advisory and executive benefits on a national level, we believe we have created the ultimate source for our space. Our analytical tools enable us to thoroughly assess your existing situation and make recommendations to ensure they meet our clients specific objectives. We consistently monitor industry trends as well as regulation in order to ensure potential strategies are flexible, competitive and responsive to everyone involved. Clients include some of the largest and diverse groups of businesses around the country, including executive benefits firms, financial advisors, private equity, insurance specialists, law firms, CPA firms, RIAs, hedge funds and corporations of all kinds.

How we work

Collaboration. Becoming an integrated partner with our clients, serving as an extension of their professional teams.

Deliver tangible solutions. Utilizing our experience to focus on concepts with the highest return and create innovative, pragmatic resolutions  for implementation with sustainable results for our clientele.

Independence. We are unbiased and solely focused on our clients’ effective and efficient solutions, even when our services may not be the  most viable option.


As a professional services firm, our organizational model maintains clients’ priorities. Our clients come first. This philosophy recognizes exceptional advisory service is delivered by talented professionals.

Vanbridge provides sophisticated consulting services that create a strategic foundation for estate and personal planning, executive benefits and business planning. Vanbridge’s depth of expertise includes advanced planning techniques, underwriting prowess, extensive carrier & objective product support, case design, advisor consultation, back office support and innovative technology.

Our unique culture of creativity and in-depth expertise across business segments has fostered a seamless collaboration in the development of new products and solutions for our marketplace.

About Vanbridge

Vanbridge, an EPIC company, is an insurance intermediary and program management firm led by a unique inter-disciplinary team of industry experts and insiders with decades of experience and a very broad network of contacts.

Vanbridge was conceived out of the desire to better serve the alternative asset management community by bridging the traditional insurance industry and capital markets, allowing them to tap into the best aspects of both. Our goal was to build a boutique firm that provided all of the services related to insurance, reinsurance and the capital markets in a single organization. We’ve succeeded.

What makes us different is the strength and flexibility of our business model and our ability to provide a full-range of insurance and alternative capital solutions without the limitations of a siloed approach. No one insurance broker or investment bank currently offers an integrated approach to risk as a combined business enterprise — we do.

Areas of Specialization

  • Case Consultation & Client Support
  • Policy Analytics and Audit
  • Traditional Insurance Strategies
  • Business Planning
  • Corporate and Institutional Insurance
  • Continuation Planning
  • Wealth Preservation & Liquidity
  • Advanced Structures and Concepts
  • Policy Design and Management
  • Regulatory and Legislative Resource
  • Executive Benefits
  • Specialty Insurance Plans

Our Process

  • Licensing & Contracting

    Our L&C professionals will walk through the entire initial and continued needs of the advisor.

  • Product & Design Specialists

    Our specialists analyze the marketplace, compile and present the best options for the client.

  • Informal & Formal Underwriting

    Actual credentialed and experienced underwriters will allow for a more efficient, consistent and attractive offer.

  • Advanced Planning

    Deciphering the best solutions through creative and innovative strategies or simply working with other advisors to achieve the best results.

  • New Business

    Our concierge level new business support will walk the formal case from start to finish, timely and effectively working with both the carrier and the advisors.

Who we are…

  • Mitchell K. Smith
    Mitchell K. SmithManaging Principal
  • Tom Bellig, JD
    Tom Bellig, JDManaging Principal
  • Tim Bellig, CLU, CLTC
    Tim Bellig, CLU, CLTCManaging Principal
  • Kristin Jenkins
    Kristin JenkinsSr. Executive Assistant Compliance Officer
  • Adam Spring
    Adam SpringPrincipal
  • Ryan Perna
    Ryan PernaPrincipal
  • Julie F. Smith
    Julie F. SmithSVP, Director of Marketing
  • Nathaniel Siegel
    Nathaniel SiegelSVP, High Net Worth, Business Development & Director of Executive Benefits
  • Blake Mallonee
    Blake MalloneeBusiness Development and Distribution
  • Stephen D. Birmingham
    Stephen D. BirminghamAVP, Business Development
  • Pete Dressler
    Pete DresslerDirector of Product & Illustration
  • Michael J. Castaneda, CLU, ChFC
    Michael J. Castaneda, CLU, ChFCProduct and Case Design Specialist
  • Gene Ligeon
    Gene LigeonAccounting Analyst / Commissions
  • Joshua O’Dell
    Joshua O’DellAccounting Analyst
  • Jessica Schmidt
    Jessica SchmidtDirector of Licensing & Contracting
  • Erica Chiras
    Erica ChirasUnderwriter
  • Stacy Sorensen
    Stacy SorensenUnderwriter
  • Amanda Pogrell
    Amanda PogrellSVP, Director of Advanced New Business
  • Shannon Schwarz
    Shannon SchwarzCase Manager
  • Virginia Norton
    Virginia NortonCase Manager
  • Bonnie Gautreaux
    Bonnie GautreauxCase Manager
  • Bonnie Landi
    Bonnie LandiAdministrative Assistant
Contact Us

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