Press Releases

Benefits Team Joins Leavitt Group in Tacoma

The Leavitt Group’s Tacoma office is pleased to announce they have expanded their services to include employee benefits by bringing on three new highly experienced employee benefits professionals.  Jon Montgomery, senior executive vice president of benefits, will lead the new division with Rick Rosaaen and Patty Rice.

“Our team is excited to bring our 80 years of combined experience to Leavitt Group clients,” said Montgomery.  “We have the ability to bring experience and strategic thinking to all aspects of our clients’ businesses, and to help control their health care costs.”

Montgomery started in insurance over 23 years ago and has worked in benefits his entire career.  Rosaaen is a senior analyst with experience in underwriting for insurance companies, including 13 years in management, and has most recently focused on assisting large employers to effectively manage and control their benefits risk and cost. Rice’s benefits experience started in 1976, and her strengths include building solid relationships with her clients to assess their needs and develop benefits management plans that fit.

Leavitt Group—national strength, local trust. Leavitt Group is the 14th largest independently held insurance brokerage in the United States. We pride ourselves on our experience and ability to help our clients succeed. Contact an agency near you