About

A full-service agency helping you find the right coverage at the right price for every policy you need. Our experienced team does the hard work of comparing coverages so you don’t have to. We’re looking forward to serving you!

Family Run Business

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.

For an appointment with Alexa, click here.

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.

Jon Lemont

Home and Auto/Life and Health Advisor

In my 18 years of experience serving clients, I have learned that listening carefully to a person’s needs should always be my number one priority. This helps me to truly understand where they are coming from, and provide the best solution for their specific situation. I studied music. In my spare time, I enjoy spending time with my wife and three boys. We enjoy being outdoors camping, hiking, fishing, biking, and all types of sports.

For an appointment with Jon, click here.

Grace Ross

Life and Health Insurance Advisor

I believe that the key to success is through genuine care. Understanding what people need, hearing their situation, and finding a solution is what fills my heart! My goal is not only to build relationships with each client, but also to help them get lasting results to help them feel successful over their own lives! I have 7 years of customer service experience and I’d say that with this involvement, I have learned the essentials of communicating well with others and relating to their needs. In college, I took up Intercultural Business Communications and Theology. Being in a business degree, I have really enjoyed working with businesses with building comprehensive benefits packages for their teams to help with their employee retention and engagement. I really look forward to serving you with all your insurance needs.

For an appointment with Grace, click here.

Margarita Simeros

Client Service Assistant

I took up a Bachelor of Computer Science majoring in Software technology. I’ve been part of the growing Customer service industry since 2015 for Auto and Home Insurance with MetLife. Resolving customer concerns, while understanding the root of the issue or need, is the basis for building trust. Having this is enough to lead our clients to a world-class customer service experience they need. I look forward to assisting you, not only because you’re a customer, but because you’re part of our growing family! I believe in INSURANCE TO VALUE, making every penny count!

For an appointment with Margarita, click here.

Kaylie Smith

Home, Auto & Life Advisor

In my ten years of customer service and almost six years in Insurance, I have learned that client relationships are built through trust. I strive on not only providing outstanding service to clients but also building long lasting relationships. I was born and raised in Southern California and come from a large family filled with love I recently relocated to the beautiful state of Colorado to begin a new chapter in my life and absolutely love exploring the outdoors with my Boyfriend and our fur baby Izzy! I look forward to providing my professional knowledge in Insurance and building a trusting relationship with you and your family!

For an appointment with Kaylie, click here.

Shawn Sato

Client Service Assistant

I graduated with a degree in Bachelor of Science in Tourism Management. Right after graduation, I started working in the Customer Service Industry for 2 years. I’ve worked in accounts like Airbnb, CDS Global, and I can say that helping clients with their needs and providing exceptional service is something that makes me happy, fulfills me. I believe that one of the best ways to provide excellent customer service is to give genuine care about the people you serve. Cooking and watching movies are one of the things I love to do, but what I love the most is spending quality time with my family.

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.

Tucker

Office Service Dog

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 Provider

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

Learn More

A Trusted Dave Ramsey Endorsed Provider

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

Learn More

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