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38 Austin Street, Worcester, MA 01609

TEL. 800-548-6900

Team

At SBIA, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Leadership

Brian Carroll, CLU, CPCU

President and Chief Executive Officer

Brian has made some strategic acquisitions in recent years that have helped to strengthen and bolster Small Business Insurance Agency. SBIA has risen from a small local insurance agency to a national, full service insurance superstore.

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David Soltys, CLU

Vice President

Mr. Soltys has over 22 years of insurance industry experience, joining the Small Business Service Bureau, Inc. in 1986 and shortly after moving over to the Small Business Insurance Agency, Inc.

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Mike joined SBIA in September 2021. Bio coming soon

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Sales

Brad Haddad

Insurance Broker

508-770-0218

508-753-8756

With over 24 years of experience, Brad has the knowledge and understanding of every aspect of the insurance industry. Brad’s expertise spans over many different facets of the insurance world.

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Chris Mespelli

Insurance Broker

508-770-0216

508-753-8756

Chris brings an extensive wealth of knowledge of employee benefit programs to her clients. She specializes in advising employers on all aspects of employee benefits including group health, life, and disability insurance.

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Dwight Porter

Insurance Broker

508-770-0263

508-753-8756

Dwight has been in the insurance industry for over 20 years recommending employee benefits, group and individual products. Prior to joining SBIA, he worked as an Annuity and Life Insurance Specialist for MetLife.

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Specializing in the retirement and financial planning industry takes an honest, knowledgeable, motivated and responsive individual. With more than 22 years of experience in the insurance and financial planning services field, you get...

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Michael O'Leary

Sr. Employee Benefits Broker

508-770-0284

5087538756

Mike joined SBIA in Fall 2021, as a Sr. Employee Benefits Broker. Further bio coming soon!

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Robert Donnan

Insurance Broker

508-770-0249

508-753-8756

Originally from the UK, Rob joined SBIA in 2005. Licensed in Health, Life and Property & Casualty, Rob possesses a wide range of knowledge for health plans across several states.

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Robert Rhodes

Insurance Broker

508-770-0109

508-753-8756

As one of the most experienced and credentialed brokers; Bob is often called on to help new brokers learn the business or assist the team with complex cases. One of his favorite questions for new brokers is “What do we sell?”

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Property & Casualty

Amanda began her career in insurance in 2004, having spent 15 years with a large national insurance carrier prior to joining Small Business Insurance in January 2021. She has a variety of experiences in the industry from which she is...

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Kathy has been part of the insurance industry for 19 years. Prior roles in the industry include Underwriter and Account Manager. These roles have given her extensive risk management knowledge to pair along with a strong customer...

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Marcela Swan

Property and Casualty Representative

Marcela Swan has worked in the insurance industry since 2003. She joined SBIA in 2006. She has worked with long term disability patients and is now currently working in property and casualty.

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Shannon Wilk

Property and Casualty Representative

Shannon began her insurance career handling complex automobile insurance claims for a major carrier and transitioned over to the agency side in 2004. She joined SBIA in August of 2013.

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Service & Marketing Consultants

Dawn Bibeau

Account Representative

Dawn has been with SBIA since 1998 servicing and supporting brokers and their client’s needs. She has a great deal of experience with new business submissions, additions, terminations and billing & claim issues.

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Deborah Hackett

Account Representative

Deborah Hackett has over 12 years of experience in the Insurance Industry administering Health and Insurance benefits from Fidelity Investments to Unemployment Insurance. She enjoys getting to know her customers on a personal level.

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