Edwards, Church & Muse
Staff Directory

We employ the best talent and knowledge in the insurance industry. We seek to provide a consultative relationship in which we work with our customers to influence and improve their risk management process.

Our Professionals

Arnold Edwards
Founder & Executive VP

Upon graduation from Wake Forest University in 1968 with a BBA degree in Management, Arnold began his insurance career with Aetna Life and Casualty as an Agency Marketing Field Representative Trainee in Nashville, Tennessee. Following two years of military service as a First Lieutenant in the US Army his insurance career resumed in Charlotte, North Carolina as an Agency Marketing Representative with Insurance Company of North America. He began selling insurance as an agent in 1974 and worked with several local agencies and one national insurance broker before starting Edwards, Church & Muse, Inc. in 1987 with Bart Church and Jim Muse. Arnold obtained CPCU designation early in his career and served as President of the Charlotte Chapter of CPCU. Arnold serves a general client base including manufacturing, wholesale distribution, construction, and property management.

    P: (704) 227-3101   |  F: (704) 227-3118
Bill Bobbitt
Producer

Bill graduated from Appalachian State University with a BSBA in Economics & Marketing. He handles Risk Management needs of large & small commercial accounts with average costs between $10,000 and $1,000,000 annually.  Bill holds the AAI professional designation and is working towards his CIC professional designation.

    P: (704) 496-7340   |  F: (704) 496-7341
Brad Causey
Producer

Brad is a 1992 graduate of North Carolina State University with a degree in Communications.  His areas of expertise are Heavy Construction, Trade Contractors and Auto Service Repair.  Brad holds the CIC professional designation.

    P: (704) 227-1161   |  F: (704) 227-1172
Charles Alton, Jr.
Producer

Charles holds the CLU, CFC and CIC professional designations and has been active in the insurance industry since 1976.  His areas of practice include, but are not limited to, commercial construction, agribusiness, machinery and equipment dealers and wholesale distribution.  Charles also manages the North Carolina Tire Dealers and Retreaders Association's property, liability and workers' compensation programs.

    P: (704) 227-3132   |  F: (704) 227-1167
Don Hanson
Producer

Don graduated from the University of North Caolina, Wilmington with a BS in marketing and holds the CIC professional designation. Don’s areas of expertise are construction, manufacturing and wholesale distribution.

    P: (704) 227-3107   |  F: (704) 227-1175
F.R. "Rocky" Atkinson
Benefits Consultant

Upon graduating from East Carolina University with an AB in History and English, Rocky began work as a Group and Pension Manager with Lincoln National, earned his CLU designation and served as President of the Charlotte Chapter of Chartered Life Underwriters.  He was a co-founder of both a large Third Party Administrator (TPA) firm and an employee benefit consulting firm (later sold to Arthur J. Gallagher).  Rocky resides in the Wilmington area and represents public and private employers.

    P: 704-574-0521   |  F: 910-842-9343
Jae McGuirt
Producer

Jae graduated from Wake Forest University with a BS in Business. He is former Senior Vice President and Equity Partner in a large regional top 50 agency where he produced and managed a book of business in excess of $23 million in premium.   Prior to taking on a production role he was the Commercial Lines Marketing Manager responsible for the negotiation of pricing and coverage of all accounts.  He started his insurance career with Aetna and was a Senior Underwriter prior to leaving to join the agency business.  His team services middle market corporations with total cost of risk between $150,000 and $2,000,000 annually.  Typically his clients are involved with Construction, Manufacturing, or Distribution, or are Operations with Significant fleet exposures.  He has significant experience and expertise in Alternative Risk Financing  to include Group Captives and other forms of loss participation, such as, retrospective rating plans and large deductibles.  Jae holds the CPCU professional designation.

    P: (704) 496-7342   |  F: (704) 496-7343
Jeff Haney
Partner & Management Committee

Jeff graduated from Davidson College with a B.S. in Mathematics and went to work for Aetna Life & Casualty as an underwriting trainee. After spending 6+ years with Aetna in underwriting and marketing where he obtained his CPCU and ARM designations, he joined ECM in 1991. Currently Jeff is a Partner on the management committee and the Treasurer of the agency. He spends the majority of his time helping businesses with their insurance needs.

    P: (704) 227-3113   |  F: (704) 227-3135
Jeff Little
Partner & Producer

Jeff is a 1977 graduate of the University of North Carolina, Chapel Hill with a BA in History.  He has created a successful landscape & lawn maintenance contractors program and his other areas of expertise include risk management, home builders, commercial general contractors, trade contractors, bonds, manufacturing, distributors and property insurance.  Jeff holds the CIC professional designation.

    P: (704) 227-3121   |  F: (704) 227-3137
Jessica Medlin
Producer

Jessica is a 2005 graduate of the University of North Carolina at Charlotte where she received a BSBA in Finance and Management with a concentration in Risk Management and Insurance.  She currently holds the CLCS professional designation and is working towards her CIC designation.  Jessica's area of expertise is to create insurance programs individualized to fit each client/business from small to midsized accounts. 

    P: 704-227-3131   |  F: 704-227-1356
Jim Gregory
Partner/Manager

Jim is the Managing Partner of the ECM Benefits Division. He is a 1969 graduate of Appalachain State University with a B.S. in Social Science & History and has worked in the medical insurance business since 1970.

    P: (704) 227-1340   |  F: (704) 602-9573
Jim Muse
Founder & President

Jim is one of the founding partners of ECM. He graduated from Virginia Tech with a BS in Business Managemen and holds the CPCU and CIC professional designations. Jim’s areas of expertise are commercial & residential construction, manufacturing, professional practices, and financial institutions.

    P: (704) 227-3103   |  F: (704) 227-3117
John Ketner
Producer

John graduated from the University of North Carolina, Chapel Hill with a BA in Economics and Appalachian State University with an MBA.  His goals are to protect his clients, reduce his client's costs, increase his clients income, and provide his clients a partner for success.  John's clients are typically businesses with total cost of risk between $50,000 and $2,000,000 annually.  He holds the CPCU professional designation and is currently working toward acquiring the CRM designation.

    P: (704) 227-3116   |  F: (704) 529-4411
Karl Long
Producer

Karl graduated from the University of South Carolina with a Bachelors of Art Degree in 1987.  He is a decorated veteran of the Gulf War having served with the South Carolina Air National Guard from 1981-1992.  He is an insurance industry professional earning the CPCU, ARM, and ARe and AIC professional designations.  After spending several years with a national insurance carrier, Karl enjoyed success with a global insurance broker as well as a bank-owned regional agency.  Karl is dedicated to serving his clients in all facets of risk management, helping businesses control costs and protect assets in a wide variety of industry sectors.  His clients include chemical manufacturers, real estate and property managers, heavy construction contractors, technology firms and human services providers.  He has earned the endorsment of association groups and offers large and middle market clients unsurpassed customer service and industry expertise.

    P: 704-909-2570   |  F: 704-909-2571
Kim Smith-Hiatt
Benefits Consultant

TBD

    P: 704-909-2563   |  F: 704-909-2562
Luke Ferguson
Benefits Consultant

Luke graduated with a BS in Business Management from Clemson University.  He specializes in group medical, dental, life, and short term disability insurance as well as voluntary supplemental benefits.

    P: (704) 602-9582   |  F: (704) 235-2933
Mark Holland
Producer

A 30 year veteran of the insurance industry, Mark is a graduate of North Carolina State University with a degree in political science.  He started his insurance career as an adjuster with a national, independent adjusting firm.  His experience covers the agency, carrier and third party administrator ranks.  He served as marketing manager for a workers' compensation TPA and opened group self-insurance funds in several Southeastern states.  He has managed a branch office of a national workers' compensation insurance carrier and had Southeastern United States marketing responsibilities for an international insurance carrier.  Prior to joining ECM, Mark was president of M. Holland & Company, a specialty lines insurance brokerage, with an emphasis on healthcare related risks and workers' compensation.  Mark holds the CIC and ARM professional designations.

    P: 704-909-2572   |  F: 704-909-2565
Mike Schrom
Producer

Mike is a 1999 graduate of Appalachian State University.  His areas of expertise are Manufacturing, Distribution, Healthcare, and Workers' Compensation plan designs including High Deductible and Loss Sensitive options.

    P: (704) 496-7344   |  F: (704) 496-7345
Rick Craig
Producer

Rick is a graduate of Ball State University with a B.S. in Business/Marketing.  Prior to joining ECM Insurance in 2004, Rick spent 13+ years with a national insurance carrier earning its top sales award "chairman's council" on numerous occasions.  Rick specializes in handling the risk management needs for a variety of business types, including:  Petroleum Marketers & C-Store Chains, Specialized Contractors, Multi-Retail, Wholesale Distribution, Automotive Related Services, Equipment Sales & Rental, Property Management, and Sporting/Social Clubs.  As a client, you will partner with Rick and his talented team insurance professionals (account manager, loss control, and claim) who possess a combined "85 years" of insurance industry experience.  Rick is a member of the NCPMA and SCPMA.  He holds the CIC and LUTCF insurance industry designations.

    P: (704) 227-1345   |  F: (704) 227-1347
Sam Thompson III
Partner & Management Committee

Sam graduated from the University of North Carolina, Chapel Hill with a BS in Business Administration.  He is a Partner on the Management Committee and Secretary of the agency.  Sam’s expertise is in commercial and residential construction, manufacturing, technology and personal insurance.  He holds the CPCU and CIC professional designations.

    P: (704) 227-3119   |  F: (704) 227-3136
Tim Turner
Partner & Producer

Tim graduated from the University of North Carolina, Chapel Hill with a BS in Business Administration and earned a diploma in Risk & Insurance from the College of Insurance in NY.  Tim’s areas of expertise are risk management programs, manufacturing, real estate, trade contracting, professional (dentists & optometrists), non-profits, personal insurance programs including life and disability income coverages and voluntary supplemental benefits.  He holds the CPCU & ARM professional designations.

    P: (704) 227-3124   |  F: (704) 227-3606

Business Insurance Professionals

Angela Crow
Account Manager

Angela works with Brad Causey in our Commercial Insurance Division.  She started her career in the insurance industry in 1999 and joined ECM in 2002.  Angela holds the CISR professional designation.

    P: 704-227-1162   |  F: 704-227-1173
Arnold Edwards
Founder & Executive VP

Upon graduation from Wake Forest University in 1968 with a BBA degree in Management, Arnold began his insurance career with Aetna Life and Casualty as an Agency Marketing Field Representative Trainee in Nashville, Tennessee. Following two years of military service as a First Lieutenant in the US Army his insurance career resumed in Charlotte, North Carolina as an Agency Marketing Representative with Insurance Company of North America. He began selling insurance as an agent in 1974 and worked with several local agencies and one national insurance broker before starting Edwards, Church & Muse, Inc. in 1987 with Bart Church and Jim Muse. Arnold obtained CPCU designation early in his career and served as President of the Charlotte Chapter of CPCU. Arnold serves a general client base including manufacturing, wholesale distribution, construction, and property management.

    P: (704) 227-3101   |  F: (704) 227-3118
Barbara Freeman
Account Manager

Barbara works with Jeff Little in our Commercial Insurance Division.  She started her career in insurance in 1988 and joined ECM in 1996.  Barbara holds the CPSR professional designation.

    P: 704-227-3123   |  F: 704-227-1168
Bernard Urtecho
Safety Specialist

Bernard started his career in Safety in 1985 as an Industrial Hygienist for Hughes Aircraft Company in Los Angeles, California and has experience as a Safety Director for a large company.  He holds a Bachelors in Safety from the University of Southern California and a Masters in Safety from California State University, Los Angeles.  Bernard started his career in the insurance industry in 1991, utilizing his bi-lingual skills to promote safety through loss control services and training.  He has worked for the Carolinas AGC as well as Stonewood Insurance Company.  Bernard joined ECM in 2006.

    P: 704-496-7354   |  F: 704-496-7355
Bill Bobbitt
Producer

Bill graduated from Appalachian State University with a BSBA in Economics & Marketing. He handles Risk Management needs of large & small commercial accounts with average costs between $10,000 and $1,000,000 annually.  Bill holds the AAI professional designation and is working towards his CIC professional designation.

    P: (704) 496-7340   |  F: (704) 496-7341
Brad Causey
Producer

Brad is a 1992 graduate of North Carolina State University with a degree in Communications.  His areas of expertise are Heavy Construction, Trade Contractors and Auto Service Repair.  Brad holds the CIC professional designation.

    P: (704) 227-1161   |  F: (704) 227-1172
Charles Alton, Jr.
Producer

Charles holds the CLU, CFC and CIC professional designations and has been active in the insurance industry since 1976.  His areas of practice include, but are not limited to, commercial construction, agribusiness, machinery and equipment dealers and wholesale distribution.  Charles also manages the North Carolina Tire Dealers and Retreaders Association's property, liability and workers' compensation programs.

    P: (704) 227-3132   |  F: (704) 227-1167
Claudia Leeflang
Account Manager

Claudia works in our Small Business Department and started her career in the insurance industry in1984.  She joined ECM in 2008 and holds the CPIA professional designation.

    P: 704-227-1342   |  F: 704-602-9581
Debbie Benton
Account Assistant

Debbie works in our Small Business Division and started her career in the insurance industry in 1979.  She joined ECM in 2002 and holds the IIA Certificate professional designation.

    P: 704-227-1160   |  F: 704-602-9587
Debby Williams
Account Manager

Debby works with Arnold Edwards in our Commercial Insurance Division.  She started her career in the insurance industry in 1979 and joined ECM in 1989.  Debby holds the CIC professional designation.

    P: 704-227-3112   |  F: 704-227-3607
Don Hanson
Producer

Don graduated from the University of North Caolina, Wilmington with a BS in marketing and holds the CIC professional designation. Don’s areas of expertise are construction, manufacturing and wholesale distribution.

    P: (704) 227-3107   |  F: (704) 227-1175
Donna Mott
Account Manager

Donna works with Jeff Haney in our Commercial Insurance Division.  She began her career in the insurance industry in 2001 as a claims adjuster with The Hartford.  She later moved to the agency side of the business and joined ECM in 2008.  Donna holds the CIC professional designation.

    P: 704-496-7357   |  F: 704-496-7358
Elaine Burris
Account Manager

Elaine works with Charles Alton and Sam Thompson in our Commercial Insurance Division.  She started her career in the insurance industry in 1977 and joined ECM in 2003.  Elaine holds the CPIA professional designation.

    P: 704-227-1163   |  F: 704-227-1171
Jae McGuirt
Producer

Jae graduated from Wake Forest University with a BS in Business. He is former Senior Vice President and Equity Partner in a large regional top 50 agency where he produced and managed a book of business in excess of $23 million in premium.   Prior to taking on a production role he was the Commercial Lines Marketing Manager responsible for the negotiation of pricing and coverage of all accounts.  He started his insurance career with Aetna and was a Senior Underwriter prior to leaving to join the agency business.  His team services middle market corporations with total cost of risk between $150,000 and $2,000,000 annually.  Typically his clients are involved with Construction, Manufacturing, or Distribution, or are Operations with Significant fleet exposures.  He has significant experience and expertise in Alternative Risk Financing  to include Group Captives and other forms of loss participation, such as, retrospective rating plans and large deductibles.  Jae holds the CPCU professional designation.

    P: (704) 496-7342   |  F: (704) 496-7343
Jeff Haney
Partner & Management Committee

Jeff graduated from Davidson College with a B.S. in Mathematics and went to work for Aetna Life & Casualty as an underwriting trainee. After spending 6+ years with Aetna in underwriting and marketing where he obtained his CPCU and ARM designations, he joined ECM in 1991. Currently Jeff is a Partner on the management committee and the Treasurer of the agency. He spends the majority of his time helping businesses with their insurance needs.

    P: (704) 227-3113   |  F: (704) 227-3135
Jeff Little
Partner & Producer

Jeff is a 1977 graduate of the University of North Carolina, Chapel Hill with a BA in History.  He has created a successful landscape & lawn maintenance contractors program and his other areas of expertise include risk management, home builders, commercial general contractors, trade contractors, bonds, manufacturing, distributors and property insurance.  Jeff holds the CIC professional designation.

    P: (704) 227-3121   |  F: (704) 227-3137
Jessica Medlin
Producer

Jessica is a 2005 graduate of the University of North Carolina at Charlotte where she received a BSBA in Finance and Management with a concentration in Risk Management and Insurance.  She currently holds the CLCS professional designation and is working towards her CIC designation.  Jessica's area of expertise is to create insurance programs individualized to fit each client/business from small to midsized accounts. 

    P: 704-227-3131   |  F: 704-227-1356
Jim Muse
Founder & President

Jim is one of the founding partners of ECM. He graduated from Virginia Tech with a BS in Business Managemen and holds the CPCU and CIC professional designations. Jim’s areas of expertise are commercial & residential construction, manufacturing, professional practices, and financial institutions.

    P: (704) 227-3103   |  F: (704) 227-3117
John Ketner
Producer

John graduated from the University of North Carolina, Chapel Hill with a BA in Economics and Appalachian State University with an MBA.  His goals are to protect his clients, reduce his client's costs, increase his clients income, and provide his clients a partner for success.  John's clients are typically businesses with total cost of risk between $50,000 and $2,000,000 annually.  He holds the CPCU professional designation and is currently working toward acquiring the CRM designation.

    P: (704) 227-3116   |  F: (704) 529-4411
Julie Bell
Account Manager

Julie works with Jae McGuirt and Mike Schrom in our Commercial Insurance Division.  She started her career in accounting in 1985 and transitioned to the insurance industry in 1987.  Julie joined ECM in 2008 and holds the CISR, CPSR & CIC professional designations.

    P: 704-227-1176   |  F: 704-227-3139
Karl Long
Producer

Karl graduated from the University of South Carolina with a Bachelors of Art Degree in 1987.  He is a decorated veteran of the Gulf War having served with the South Carolina Air National Guard from 1981-1992.  He is an insurance industry professional earning the CPCU, ARM, and ARe and AIC professional designations.  After spending several years with a national insurance carrier, Karl enjoyed success with a global insurance broker as well as a bank-owned regional agency.  Karl is dedicated to serving his clients in all facets of risk management, helping businesses control costs and protect assets in a wide variety of industry sectors.  His clients include chemical manufacturers, real estate and property managers, heavy construction contractors, technology firms and human services providers.  He has earned the endorsment of association groups and offers large and middle market clients unsurpassed customer service and industry expertise.

    P: 704-909-2570   |  F: 704-909-2571
Kathryn "Lee" Calkins
Account Manager

Lee works with John Ketner in our Commercial Insurance Division.  She started her career in the insurance industry in 1990 and joined ECM in 2008.  Lee is currently working towards her CIC professional designation.

    P: 704-909-2567   |  F: 704-909-2568
Kim Bardsley
Account Manager

Kim works with Jeff Haney in our Commercial Insurance Division.  She started her career in the insurance industry in 1976 and joined ECM in 1995.  Kim holds the CIC professional designation.

    P: 704-227-3129   |  F: 704-227-1170
Laurie Hunter
Account Manager

Laurie works with John Ketner in our Commercial Insurance Division.  She has a BS in Business from Queens University of Charlotte and started her career in the insurance industry in 1996.  Laurie joined ECM in 2007 and is currently working on her CIC professional designation. 

    P: 704-602-9576   |  F: 704-602-9577
Linda O'Grady
Account Manager

Linda works in our Small Business Division.  She started her career in the insurance industry in 1984 and joined ECM in 2007.  Linda holds the AAI and CIC professional designations.

    P: 704-602-9588   |  F: 704-602-9589
Lisa McLendon
Account Manager

Lisa works with Jim Muse in our Commercial Insurance Division.  She has a BS in Finance and Insurance from The University of South Carolina and started her career in the insurance industry in 1982.  Lisa joined ECM as a founding member in 1987 and holds the CIC professional designation.

    P: 704-227-3105   |  F: 704-227-1179
Mark Holland
Producer

A 30 year veteran of the insurance industry, Mark is a graduate of North Carolina State University with a degree in political science.  He started his insurance career as an adjuster with a national, independent adjusting firm.  His experience covers the agency, carrier and third party administrator ranks.  He served as marketing manager for a workers' compensation TPA and opened group self-insurance funds in several Southeastern states.  He has managed a branch office of a national workers' compensation insurance carrier and had Southeastern United States marketing responsibilities for an international insurance carrier.  Prior to joining ECM, Mark was president of M. Holland & Company, a specialty lines insurance brokerage, with an emphasis on healthcare related risks and workers' compensation.  Mark holds the CIC and ARM professional designations.

    P: 704-909-2572   |  F: 704-909-2565
Melanie Somers
Account Manager

Melanie works with Jae McGuirt and Mike Schrom in our Commercial Insurance Division.  She started her career in 1984 with the Aetna accounting unit and transitioned to the agency side of the business in 1987.  Melanie joined ECM in 2006 and holds the CISR and CPSR professional designations.

    P: 704-496-7346   |  F: 704-496-7347
Mike Schrom
Producer

Mike is a 1999 graduate of Appalachian State University.  His areas of expertise are Manufacturing, Distribution, Healthcare, and Workers' Compensation plan designs including High Deductible and Loss Sensitive options.

    P: (704) 496-7344   |  F: (704) 496-7345
Pat Ferguson
Account Manager

Pat works with Tim Turner in our Commercial Insurance Division.  She started her career in insurance in 1974.  She joined ECM in 2005 and holds the CIC and AAI professional designations.

    P: 704-227-3120   |  F: 704-227-1169
Pat Jankowski
Account Manager

Pat works with Rick Craig in our Commercial Insurance Division.  She started her career in the insurance industry in 1975 and joined ECM in 2006.  Pat has specialized in managing accounts for Petroleum Marketers since 2001 and holds the CIC professional designation.

    P: 704-227-3127   |  F: 704-227-1353
Renee Lanier
Claims Advocate

Renee works in our Commercial Claims Division and started her career inthe insurance industry in 1986 working as an adjuster for Travelers and later for Zurich.  She joined ECM in 2007 and holds a NC & SC Adjusters License.

    P: 704-909-2560   |  F: 704-909-2561
Rick Craig
Producer

Rick is a graduate of Ball State University with a B.S. in Business/Marketing.  Prior to joining ECM Insurance in 2004, Rick spent 13+ years with a national insurance carrier earning its top sales award "chairman's council" on numerous occasions.  Rick specializes in handling the risk management needs for a variety of business types, including:  Petroleum Marketers & C-Store Chains, Specialized Contractors, Multi-Retail, Wholesale Distribution, Automotive Related Services, Equipment Sales & Rental, Property Management, and Sporting/Social Clubs.  As a client, you will partner with Rick and his talented team insurance professionals (account manager, loss control, and claim) who possess a combined "85 years" of insurance industry experience.  Rick is a member of the NCPMA and SCPMA.  He holds the CIC and LUTCF insurance industry designations.

    P: (704) 227-1345   |  F: (704) 227-1347
Sam Thompson III
Partner & Management Committee

Sam graduated from the University of North Carolina, Chapel Hill with a BS in Business Administration.  He is a Partner on the Management Committee and Secretary of the agency.  Sam’s expertise is in commercial and residential construction, manufacturing, technology and personal insurance.  He holds the CPCU and CIC professional designations.

    P: (704) 227-3119   |  F: (704) 227-3136
Stacie Brown
Account Manager

Stacie works with Don Hanson and Karl Long in our Commercial Insurance Division. She started her career in the insurance industry in 1993 and joined ECM in 2004.  Stacie holds the CPIA professional designation.

    P: 704-227-1350   |  F: 704-227-1349
Tammy Burgess
Claims Advocate

Tammy works in our Commercial Claims Division and started her career in the insurance industry in 1998 as a multi-line adjuster for Travelers.  She has a BS in Business Administration with a concentration in management from Appalachian State University.  She joined ECM in 2005 and holds a NC Adjusters License.  

    P: 704-227-1344   |  F: 704-227-1352
Tim Turner
Partner & Producer

Tim graduated from the University of North Carolina, Chapel Hill with a BS in Business Administration and earned a diploma in Risk & Insurance from the College of Insurance in NY.  Tim’s areas of expertise are risk management programs, manufacturing, real estate, trade contracting, professional (dentists & optometrists), non-profits, personal insurance programs including life and disability income coverages and voluntary supplemental benefits.  He holds the CPCU & ARM professional designations.

    P: (704) 227-3124   |  F: (704) 227-3606
Trena Moelker
Account Manager

Trena works with Charles Alton and Bill Bobbitt in our Commercial Insurance Division.  She started her career in the insurance industry in 1989 and joined ECM in 2003.  Trena holds the CISR professional designation.

    P: 704-227-1166   |  F: 704-227-1165
Vicki Brewer
Account Manager

Vicki works with Sam Thompson in our Commercial Insurance Division.  She began her career in insurance in 1972 with The Insurance Company of North America, Farm Department.  She has held both the CISR and CIC professional designations since 1989.  Vicki joined ECM in 1990.

    P: 704-227-3106   |  F: 704-227-3605
Wanda Jackson
Claims Assistant

Wanda works in our Commercial Claims Division.  She started her career in the insurance industry in 2003 and joined ECM in 2006.

    P: 704-227-3111   |  F: 704-227-1354

Personal Insurance Professionals

Frances Hollingsworth
Account Manager *HO-HY, SN-Z

Frances works in our Personal Lines Division and started her career in the insurance industry in 1967.  She joined ECM as a founding member in 1987.  

    P: (704) 227-3104   |  F: (704) 602-9570
Gloria Jeffries
Personal Insurance Sales

Gloria works in our Personal Insurance Division and started her career in the insurance industry in 1978.  She joined ECM in 2003.

    P: 704-227-3108   |  F: 704-227-1177
Marcella Mayorga
Account Manager

TBD

    P: 704-227-3133   |  F: 704-227-1355
Patti Ferron
Personal Insurance Sales

Patti works in our Personal Insurance Division and started her career in the insurance industry in 1978.  She joined ECM in 2000 and holds the CIC & CISR professional designations.

    P: 704-227-3125   |  F: 704-227-1174
Rosalyn Ryan
Account Manager *BAY-BZ, KEO-KZ, L-NA

Rosalyn works in our Personal Insurance Division and started her career in the insurance industry in 1970.  She joined ECM in 2005 and holds the API professional designation.

    P: 704-602-9584   |  F: 704-602-9585
Susan Taylor
Account Manager *C-G, I-KEN

Susan works in our Personal Insurance Division.  She started her career in the insurance industry in Virginia in 1990.  She joined ECM in 2009. 

    P: 704-227-3110   |  F: 704-602-9572

Benefits Insurance Professionals

F.R. "Rocky" Atkinson
Benefits Consultant

Upon graduating from East Carolina University with an AB in History and English, Rocky began work as a Group and Pension Manager with Lincoln National, earned his CLU designation and served as President of the Charlotte Chapter of Chartered Life Underwriters.  He was a co-founder of both a large Third Party Administrator (TPA) firm and an employee benefit consulting firm (later sold to Arthur J. Gallagher).  Rocky resides in the Wilmington area and represents public and private employers.

    P: 704-574-0521   |  F: 910-842-9343
Jim Gregory
Partner/Manager

Jim is the Managing Partner of the ECM Benefits Division. He is a 1969 graduate of Appalachain State University with a B.S. in Social Science & History and has worked in the medical insurance business since 1970.

    P: (704) 227-1340   |  F: (704) 602-9573
Kim Smith-Hiatt
Benefits Consultant

TBD

    P: 704-909-2563   |  F: 704-909-2562
Luke Ferguson
Benefits Consultant

Luke graduated with a BS in Business Management from Clemson University.  He specializes in group medical, dental, life, and short term disability insurance as well as voluntary supplemental benefits.

    P: (704) 602-9582   |  F: (704) 235-2933
Nancy Schwoerer
Account Manager

Nancy works in our ECM Benefits Division.  She started her career in the insurance industry in1984 and has a wealth of experience working with fully-insured, self-funded employee benefits, and workers comp programs.  Nancy joined ECM in 2004.

    P: (704) 227-1341   |  F: (704) 602-9574
Stephanie Thomas
Account Manager

Stephanie works in our ECM Benefits Division and has a BS in Business Administration from Bluefield State College.  She joined ECM in 2004. 

    P: (704) 602-9580   |  F: (704) 602-9583

Administrative Support

Brenda Glover
Receptionist

Brenda is the receptionist for ECM and has worked in the insurance industry since 1971.  She joined ECM in 1989.

    P: 704-227-3126   |  F: 704-529-4422
Ellen Wenner-Swinson
Accounting

Ellen works in our accounting department and manages the agency's daily accounting transactions.  She joined ECM in 2006 and holds the CBA professional designation.

    P: 704-496-7348   |  F: 704-496-7349
Melissa Siler
Office Administrator

Melissa manages human resources, licensing, employee benefits and assists management with the daily operations of ECM.  She started her career in insurance in 1992 and joined ECM in 2001.  She has a BS in Criminal Justice from Western Carolina University and holds the CIC processional designation.

    P: 704-227-1164   |  F: 704-227-1348
Shelly Auton
IT Manager

Shelly Auton has worked in the insurance industry since 1980.  She joined ECM in 1989 as a bookkeeper and currently manages our IT as liaison to our outside IT partner.

    P: 704-227-3109   |  F: 704-529-4422
Stephanie Friel
Controller

Stephanie joined ECM in 2005 and is the Controller for the agency.  She has a BS in Finance and MBA from Winthrop University.  Stephanie has worked in accounting & finance since 1989.

    P: 704-602-9579   |  F: 704-496-7356