Helen Vouniozos
Director of Risk Solutions
“Since I was very young, I have desired to help others.”
Helen Vouniozos
Since I was very young, I have desired to help others. In 1996 (24+ years ago) I “fell” into the insurance industry. I’ve benefited by learning from some phenomenal people along my journey. I’ve combined my desire to help others with those great lessons I’ve mastered on how insurance protects businesses and personal assets. I now have the opportunity to educate and share with our clients, through our consultative process, conditions which may pose a risk, and how to find a solution and offer our recommendations. Insurance may not be fun, but I’ll do my best to make the process simple! Personally, my love for people/family, dogs, and new adventures keeps me excited to wake up every single day!
Services I provide
As a 2019 start-up agency, we continue to drive a genuine, honest, and solutions-based culture for our clients, our community, and our friends. We work hand-in-hand with our clients and often with their advisors to provide Property and Casualty Insurance solutions. Whether you’re a first-time home buyer or have a $10m custom-built home, we seek out solutions with our carrier partners to help. If you are an established entrepreneur with a staff of 25 or a new practice that is just leasing their first office, our goal is to assist finding a solution. The beauty of being an Independent Insurance Agency is that we can usually offer you more than one solution; we are not tied to a product, we are committed to providing our clients a great experience with options to protect their legacies. Currently Licensed and Writing business in: AZ, CA, CO, MN, NV, UT.
Clients I Serve Best
Multiple Insurance Options
Those who seek a greater insurance experience and multiple insurance options vs. a captive agent who can only sell their own product. We offer Personal/HNW and Small Business Insurance
Multiple Assets
Individuals / Families with multiple assets [home(s), autos/collector cars, collections (jewelry, art, wine), recreational vehicles, toys, boats/yachts]
Higher Touch Client Experience
Mass Affluent to High-Net-Worth Families seeking a higher touch client experience
Small Business Owners
Small Business Owners / Entrepreneurs seeking options to evaluate rising insurance premiums, coverage gaps, insufficient limits
Business Owners Policies
Veterinarians, Dental Practices, Physicians needing coverages such as: Business Owner’s (BOP), Workers’ Comp, EPLI, Umbrella, Cyber & Data Security, Professional/Management Liability
Building Owners
Building Owners (Lessor’s Risk Only – LRO); Commercial Condominium Owners
Phoenix Office
CorePath Wealth Partners Phoenix
The Waterfront Building
7114 E. Stetson Dr. #205
Scottsdale AZ 85251
Telephone 480.448.9964
FAX 480.448.5841
Cell phone 480.770.6622