A Person To Trust and Turn To
A respected professional in the financial services industry, Chuck is a partner in Valley Insurance Associates, Inc. and serves as President for two of the agency's affiliates. While Chuck's financial expertise is broad, his focus has remained the same throughout his career. He focuses on protecting the financial future of his clients.
Chuck specializes in risk management and financial advisory services for both individuals and business. He applies his broad experience and financial expertise to help clients:
- Assess and manage risks associated with their business' financial plans.
- Develop personalized insurance and investment plans.
- Review and revise financial plans as needs change and grow.
Chuck has been in the industry since 1975. He is licensed in Life, Health, Property & Casualty Insurance. He holds the CERTIFIED FINANCIAL PLANNER® designation, is a NASD Registered Principal, and a State of Wisconsin Registered Investment Advisory Representative.
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David J. Murphy, CIC
Vice President/Secretary
Email Dave
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A Person To Trust and Turn To
Dave Murphy is Vice President and Secretary of Valley Insurance Associates, Inc. and is also a shareholder in the firm. Dave specializes in servicing and producing commercial Property & Casualty insurance, with an expertise in:
- Risk Management Consulting.
- Developing comprehensive risk management plans for commercial clients.
- Strategizing for appropriate coverage at times of business growth, acquisition or expansion.
Dave has been in the industry since 1982, originally as an independent Property & Casualty insurance adjuster. He also worked for a large insurance carrier responsible for underwriting, marketing and loss control. Dave joined VIA in 1992 and became a shareholder in June of 1995. He is a member of the Appleton West Rotary Club.