
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.

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
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.

Sheryll Monzon
Executive Assistant
Having worked as a Stakeholder Engagement and Communication Specialist with a Master’s in Industrial-Organizational Psychology, I have been instrumental in optimizing educational workflows and improving operational efficiency in the academic and educational enterprise. My extensive experience as a trainer-facilitator for a Customer Care Center has helped me develop exceptional communication skills and successfully upskilled numerous new hire employees. Nowadays, I am committed to personal and professional growth, spending quality time with my cats, exploring new video games, and staying up-to-date with the latest tech trends by listening to podcasts. Overall, my diverse range of experiences and unwavering dedication make me confident in my ability to excel in this role.
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
What Our Clients Say