Ross Insurance Brokers started in 2007 and has been partnering with insurance and health sharing providers to provide agents contracting options to better serve their clients. Using our experience as a Dave Ramsey ELP, we strive to ensure both you and your clients have access to the products that allow for financial peace. Our goal is to mentor both agents and agencies to help them achieve their goals and build their teams.

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Stephen Ross

CEO of Ross Insurance Brokers, Inc

I’m originally from New Zealand, where I began my insurance career over 20 years ago. 12 years ago, I became a Dave Ramsey Endorsed Provider because I could combine my desire to help people through their financial journey using the various insurances that Dave Ramsey recommends. My wife and I have 2 adult children and we are actively involved in our church. I especially love mentoring men through small groups, helping people with their small business, mountain climbing, BBQ and biking outdoors.

Alexa Umali

Head of Operations and HR. CPHR ®

I have been a Client Relationship Management and Human Resources professional for the last 7 years. My educational background is in Philosophy and my biggest achievement would be my International Humanitarian Law graduate-certification which I took through Harvard Extension School. I am also a licensed Certified Professional in Human Resources (CPHR ®). My experiences have given me the habit of aligning the business goals of my clients and ensuring my team delivers. Outside of work, I am a fur-mom to 3 dogs and a cat that don’t mind making an appearance at our daily team meetings.

Josh Ross

Josh Ross

Agent Training and Development

I’m extremely passionate about personal finance and helping others achieve their individual financial goals. With this passion in mind, I completed my MBA in 2020 at George Fox University. Shortly after, I received a job offer from one of the largest asset management firms in the country; Fisher Investments. An unwavering commitment to our clients at Fisher Investments has been vital for my new role at Ross Brokers. I am extremely excited to be partnering with our agents all over the United States, in ensuring that our clients receive the best coverage possible. I believe that by leveraging and utilizing insurance products in the correct way sets up individuals to succeed.

Donna M

Donna Mendiola

Executive Assistant

Over the years, I have gained an understanding of the importance of customer service; it is not just helping but it is being compassionate and giving the fitted solution to their needs. I am passionate to know the work and the people I will be working with. With this eagerness, I was able to obtain experience in the recruitment and training. I’ve spent 5 years helping candidates land their dream job; I do not just interview them but I talk and listen to them to tailor-fit my recommendation. On the training side, I have successfully transferred knowledge and I am happy witnessing them achieve their goals. The key in providing excellent customer service is listening and understanding the need. I’ve been exposed to politics in college and it’s fascinating. I also personally like watching movies and reading books to enhance my communication skills. Apart from that I love to cook and bake for the people I care about.

Our Story

I was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I had to put missions on hold to establish a family in New Zealand.
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.

My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!

I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.

Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.

With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia.Today, both my children Josh and Grace works with me as we grow this mission to help families around the world

With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.

We look forward to beginning a journey with you!

– Stephen Ross

Core Values

  • Fun – Celebrating Life Together
  • Innovative – We’re not just active, we’re proactive
  • Value – People before profit
  • Excellence – Be the Rhino, not the cow
  • Synergy – WE know more than I do

A Trusted Dave Ramsey Endorsed Local Provider

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A Trusted Dave Ramsey Endorsed Local Provider

Helping you find the right insurance plan that Dave Ramsey would be proud of.

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What Our Clients Say

Called about health insurance options for the self-employed and found a great deal. The process was so quick and easy and Rob was super helpful.

E. Harris

They have covered all our insurance needs for home, life, long term care and vehicles quickly, with great communication and just the right products

Sheri Louthan

I needed medical insurance and discovered that Obamacare was unaffordable. I tried Dave Ramsey’s ELP program, and was contacted by Ross Insurance Brokers. I was able to reduce my medical, home, and auto insurance costs, and I was treated professionally in the process.

Tabea Goossen