MEET THE CLARK-MORTENSON TEAM
Our team of Insurance & Business Solutions Advisors identify our client's specific needs and develop customized programs to manage your risk. We go beyond insurance offering value-added service like on-site compliance training and support. When you run a business, uncertainty is part of the job. Let our team of professionals help make sure you are ready for the unexpected.
Insurance Advisors
THOMAS J. MINKLER, CIC, CPRM
President
Insurance & Business Solutions Advisor
Tom is President of Clark-Mortenson Insurance & Financial Services and the Chairman of the Independent Insurance Agents and Brokers of America (Big "I"). He has championed the Consumer Agent Portal (CAP) project since 2009 and is past chairman of the Big “I” Government Affairs Committee.
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CHRIS MCINTOSH, AAI, AAIM
Insurance & Business Solutions Advisor
Authorized OSHA Trainer
Chris McIntosh has devoted his years in the insurance industry to personal and commercial insurance clients by custom-designing a client’s insurance portfolio, providing counseling on coverage and exposure, and answering coverage questions through regular reviews.
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JAMES T. HILL
Vice-President Group & Employee Benefits Division
Jim is Vice-President and the specialist for our Group & Employee Benefits Division. Jim also acts as a Business & Compliance Advisor where he specializes in assisting businesses with the Affordable Care Act, Safety & Compliance, Employee Benefits and Human Resource issues. Jim is a current board member of the New Hampshire Lodging and Restaurant Association (NHLRA).
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LISA BERGMANN, AAI, AINS, CIC, CPIW
Insurance & Business Solutions Advisor
Lisa is an Insurance Advisor and has over 28 years of experience. She specializes in the Manufacturing, Pet Services and Hospitality industries. As a Certified Insurance Counselor (CIC), Lisa is focused on learning about your specific business needs and is able to easily tailor an insurance program to fit your organization’s specific needs.
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MICHAEL SWEENEY, AAI
Personal & Business Insurance Advisor
Michael is a Personal & Business Insurance Advisor specializing in helping organizations tailor their insurance programs to fit their current demands and anticipate future needs. Michael also works in helping individuals with their personal insurance needs such as home, auto, and life insurance.
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SHANNON LATHAM, ACSR, CIC
Insurance & Business Solutions Advisor
Shannon is an Insurance & Business Solutions Advisor with over 13 years of experience in helping businesses with their insurance needs. She helps client by identifying their specific needs and develops a customized program to manage their risk.
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TRIP MORSE
Insurance & Business Solutions Advisor
In today’s economy, protecting your assets is more important than ever. Trip Morse specializes in working with clients like you, who have special and sometimes complicated insurance exposures. He knows the best ways to manage your risks, and he can help you be ready for whatever challenges and opportunities life brings your way.
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Agency Managers
HEATHER MINKLER, CIC, CPRM
As Agency CEO of Clark-Mortenson Insurance, Heather Minkler is responsible for the overall operation of three divisions (personal lines, commercial lines and financial services) in four office locations with 37 employees in New Hampshire and Vermont. Additionally, she oversees strategic planning and marketing initiatives in the agency.
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MARGIE HALL
Margie Hall is the Claims and Administrative Team Manager at Clark-Mortenson Insurance. She has over thirty years of experience in the agency. In her position, she is providing excellent service by taking care of clients in their time of need. She also serves on the events committee and the safety committee and is an active participant in our Adopt-A-Highway program.
SARAH DRESSER
As the Financial Operations Manager, Sarah supports all departments but mainly focuses on financial analytics, problem solving, and contracts. She has been with Clark-Mortenson for 15 years. Sarah is very involved in the community, mainly through martial arts: she is a kickboxing instructor at Kickboxing Keene and a kids’ MMA Instructor at Keene Family YMCA. Additionally, Sarah is on the Keene Housing Kids Collaborative Board of Directors, has been the Cedarcrest “elf” for 14 years, and participates in Adopt-A-Highway.
ANDREA AXNE
As Business Operations Manager, Andrea supports all facets of the organization. Her main focus is on IT systems and applications, looking for ways to boost efficiencies and developing and managing procedures for the Agency. Additionally, Andrea is regularly involved in sales and marketing initiatives within the Agency. Andrea has been with Clark-Mortenson for 15 years but has grown up in the Insurance Industry. As a teen she worked at her family run business (Powers Insurance of Bellows Falls, VT) and was exposed to her Uncle’s Insurance Agency (Koson Insurance of Charlestown, NH) which was acquired by Clark-Mortenson years ago. Andrea is regularly involved in NetVu’s New England Chapter and contributes to helping other Agencies grow through the use of networking and technology wherever possible.