WELLHOUSE COMPANY, LLC
JACKSONVILLE, FLORIDA

Rick brings over 25 years of experience in the insurance industry to establish Wellhouse Company by combining his vision, capital, and expertise. He is committed to building one of the finest regional insurance brokerage and risk management firms in Jacksonville by attracting qualified talent; cultivating and developing long-term client relationships; and providing proven leadership that’s augmented with an engaged Advisory Board. Rick started in the insurance industry in 1992 with Palmer & Cay, a storied regional brokerage firm in the Southeast. He served as the President & CEO of their Florida operations throughout his tenure and later joined the Executive Committee and Corporate Board and ran the firm’s Program business. Rick relishes spending time with his wife Rebecca, their four children, and their families, especially traveling to the beaches of 30A; researching and writing on health and wellness; enjoying the outdoors and staying physically active; and studying history, philosophy, and religion. He’s active in the community, currently serves on the board of Fresh Ministries, and formerly served on the boards of University of North Florida, Daniel Foundation, Jacksonville’s Museum of Science and History, and Episcopal High School of Jacksonville. Kerrie brings over 20 years of insurance experience, ranging from account management to underwriting and customer service. At Wellhouse she services, develops, and acquires commercial accounts as well as managing the company’s commercial carrier relations. Prior to Wellhouse Company she worked as Account Executive and Team Leader at LRA Insurance in Orlando. She was also with Fletcher Stein as a Commercial Account Executive, where she worked with Rick Stein. Prior to working in an account management capacity, she worked in underwriting at Dominion Specialty Group, Gresham & Associates, and Chelsea Surplus. Kerrie is PIAM and CPIW designated and holds her 220 General Lines Agent License. Shelby brings 17 years of experience to the Wellhouse Company team. Her primary focus is on developing the Company’s personal lines, an area where she has received multiple Five Star Home & Auto Professional Awards for Customer Service. Before joining Wellhouse Company, Shelby was an Account Executive at the Browning Agency of Ponte Vedra Beach from 2004 until 2017. She worked to develop new relationships and service existing ones. She also helped add additional coverage lines. Prior to Browning, she started her career in insurance at Allstate where she worked from 2001 until 2004. She is an Associate in Insurance Production and Certified Insurance Counselor. Shelby holds 220 and 215 Insurance Agent Licenses. Shelby is a native of Youngstown, Ohio, but has lived in Florida for over 30 years. She enjoys the company of her husband, their son and daughter-in-law, and grand dog. Shelby is an active church member and volunteers at Daniel and Womenade. Rick brings over 25 years of experience in the insurance industry to establish Wellhouse Company by combining his vision, capital, and expertise. He is committed to building one of the finest regional insurance brokerage and risk management firms in Jacksonville by attracting qualified talent; cultivating and developing long-term client relationships; and providing proven leadership that’s augmented with an engaged Advisory Board. Rick started in the insurance industry in 1992 with Palmer & Cay, a storied regional brokerage firm in the Southeast. He served as the President & CEO of their Florida operations throughout his tenure and later joined the Executive Committee and Corporate Board and ran the firm’s Program business. Rick relishes spending time with his wife Rebecca, their four children, and their families, especially traveling to the beaches of 30A; researching and writing on health and wellness; enjoying the outdoors and staying physically active; and studying history, philosophy, and religion. He’s active in the community, currently serves on the board of Fresh Ministries, and formerly served on the boards of University of North Florida, Daniel Foundation, Jacksonville’s Museum of Science and History, and Episcopal High School of Jacksonville. Kerrie brings over 20 years of insurance experience, ranging from account management to underwriting and customer service. At Wellhouse she services, develops, and acquires commercial accounts as well as managing the company’s commercial carrier relations. Prior to Wellhouse Company she worked as Account Executive and Team Leader at LRA Insurance in Orlando. She was also with Fletcher Stein as a Commercial Account Executive, where she worked with Rick Stein. Prior to working in an account management capacity, she worked in underwriting at Dominion Specialty Group, Gresham & Associates, and Chelsea Surplus. Kerrie is PIAM and CPIW designated and holds her 220 General Lines Agent License. Shelby brings 17 years of experience to the Wellhouse Company team. Her primary focus is on developing the Company’s personal lines, an area where she has received multiple Five Star Home & Auto Professional Awards for Customer Service. Before joining Wellhouse Company, Shelby was an Account Executive at the Browning Agency of Ponte Vedra Beach from 2004 until 2017. She worked to develop new relationships and service existing ones. She also helped add additional coverage lines. Prior to Browning, she started her career in insurance at Allstate where she worked from 2001 until 2004. She is an Associate in Insurance Production and Certified Insurance Counselor. Shelby holds 220 and 215 Insurance Agent Licenses. Shelby is a native of Youngstown, Ohio, but has lived in Florida for over 30 years. She enjoys the company of her husband, their son and daughter-in-law, and grand dog. Shelby is an active church member and volunteers at Daniel and Womenade. Rick brings over 25 years of experience in the insurance industry to establish Wellhouse Company by combining his vision, capital, and expertise. He is committed to building one of the finest regional insurance brokerage and risk management firms in Jacksonville by attracting qualified talent; cultivating and developing long-term client relationships; and providing proven leadership that’s augmented with an engaged Advisory Board.