History | Staff | Mission Statement
Services for Individuals & Families | Services for Businesses | Companies We Represent

:: MEET OUR STAFF

We would like to introduce you to the talented people who make up W.E. Davis Insurance.

John Koetz, CIC, CPCU - As the president of the agency, John oversees all areas of agency operation.Commercial insurance, group health, group workers compensation, professional employers and personal insurance are all areas covered by his expertise. With over 30 years experience, John has his CIC (Certified Insurance Counselor) designation and has completed his CPCU (Chartered Property Casualty Underwriter) designation.

Bill Mitchell, CPCU - Bill has had a long and successful career in commercial insurance risk management and works with our agency in developing new business accounts. He has a wealth of knowledge in areas like Professional Liability and Workers Compensation. He specializes in contracting risks including trades like mechanical and electrical as well as general contracting. He has completed his CPCU (Chartered Property Casualty Underwriter) designation.

Marie Trudeau, CIC - Marie is a new producer with W.E. Davis, but she has over 25 years in the Insurance Agency business. Marie brings a wealth of knowledge to the Agency and has many existing customers from her many years in the business. She is a full service agent providing personal home, auto and life as well as business insurance. However, she will concentrate her focus at W.E. Davis in the Group Health Insurance field. Marie is involved in a number of volunteer activities, both in our profession and the community.

Judy Walisa, CISR - Judy has been promoted to our Office Manager position, and she continues to handle most of our personal home and auto renewal policies. She has over eightteen years experience in the insurance agency business and is a CISR as well. She is a valued member of our staff. If you have a home, auto, umbrella, boat or any other personal policy with our agency, Judy can be of service.

Rosemarie Williams - Rose provides personal lines (home and auto) quotes and helps with policy issue and well as endorsements and renewals. She will also work with our property management accounts. Rose has been in the agency business many years helping clients, but came to our agency in September of 2004.

Shannen Bodell - Shannen started with the agency in in mid 2006, but she has over 5 years experience in the insurance industry. Shannen keeps track of our claims in the agency and processes personal lines policies and endorsements. Shannen is a licensed insurance agent and is welcome addition to the W.E. Davis staff.

Brad Tharp, CLU, CFP - Brad has worked with our agency for over seven years, but has over sixteen years of insurance experience. Brad helps out in our life and health department. He has earned his CLU (Certified Life Underwriter) and CFP (Certified Financial Planner) designations.

Libby Koetz, CPIA - Libby handles the bookkeeping of the agency, plus she is a licensed life and health insurance agent. Libby also does research on special programs in the agency such as advertising and charitable giving. This is a part time position, because as John's spouse she also works hard rearing their two children.

Jackie Walisa - Jackie helps out her mom in the personal lines area and acts as a receptionist for the agency. She has been working summers and holidays in the agency for a few years. She also helps with special projects. When not working in the agency, Jackie is working on her masters at OSU.

Lynne Moore - W.E. Davis Insurance is proud to announce that one of our previous associates, Lynne Moore, has come back to the agency effective March of 2007. Lynne worked with at the agency in the 1990’s and now she is ready to get back into the business full time. Lynne will be expanding her expertise into the commercial arena. In addition, she will help with our Surety Bond business and with our accounting department. Welcome back Lynne!

All agency personnel (except our receptionist) are fully licensed insurance agents ready to serve your insurance needs. We are committed to continuing education and always improving our service to you. We welcome your calls.