David is Manager and Principal Agent of Thompson Insurance and Financial Services. As an independent insurance broker specializing in health insurance and financial services, David researches products available in the market and offers only those products he feels are the best fit for his individual clients’ needs.
Vermonters are independent by nature, so it makes sense that David, who worked for a large national insurer for almost a decade, would strike out on his own in 2004 and found his own independent insurance and financial services firm. “Being independent is win-win for me and my clients,” he says. “Captive agents and brokers promote their company’s products. But not every company has the best products on the shelf. By being independent, I’m able to mix and match and do the best thing for the client.”
David says he enjoys building relationships with satisfied customers. “We’re in it for the long haul,” he adds. “That’s helped get us where we are today, with so many of our clients referring their friends and families. Referrals are rewarding because that means clients have faith in what I’ve done for them and in what I bring to the table.”
Proud of being Vermont born and bred, David also takes pride in having brought his wife, Wanita, and daughter, Meghann, into his practice.
Wanita was an educator for many years. She is now an agent, administrative assistant and customer service specialist. Meghann has more than 11 years of experience in the medical field, including being a nurse at Duke University Hospital. Her familiarity with the inner workings of the medical community make her an asset to clients of their family firm.
“I like being in a position where, with my experience and the people I’ve surrounded myself with in the industry, we can solve our clients problems,” David says. Confessing to having a corny sense of humor, he adds, “When I’m sitting down with somebody I say, ‘My goal is to leave you in better shape than I found you.’”