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Meet Our Team

Get to know the team that’s here to help with your insurance needs.

David Lappots

David Lappots
Commercial Insurance Agent/Managing Partner

936-877-1131 ext. 701

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Jenae Lappots

Jenae Lappots
Director

214-484-6448

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Bert Robinson, LUTCF, FSCP

Bert Robinson, LUTCF, FSCP
Financial Advisor

972-987-6209 (Office)

Life & Annuity
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Maggie Serrano

Maggie Serrano
Client Relations Rep

214-859-2104 ext. 802 (Direct)

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Machen Matthews

Machen Matthews
IT

512-791-4290

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