Get to know Leavitt Group

We have been partnering with locally owned agencies for over 70 years

Our Mission

We build, serve, and perpetuate independent insurance agencies, like yours

Leavitt Group closely partners with our individual agency co-owners to help them on many levels. We use our collective scale to better serve their customers, enhance each agency's external presence, help build agency capital, attract and retain great people, and expand the overall business.

We're in the business of enriching the lives of all our stakeholders. We not only serve our agencies, but we also serve each other.

“We seek partners who align with our culture, because culture makes us who we are and it makes all the difference.”

Eric Leavitt Portrait

Eric Leavitt

CEO of Leavitt Group Enterprises

Our 7 Guiding Principles

  • Dixie and Anne Leavitt

    Dixie and Anne Leavitt, Founders of Leavitt Group Enterprises

    Be honest and operate with integrity

    Leavitt Group representatives are expected to think, speak, and act with a long-term view, and to swiftly correct instances where they fall short of this commitment.

  • Daniel Steel and Tom Sokol

    Daniel Steel and Tom Sokol, Co-Owners of First Independent Agency

    Serve Stakeholders

    Leavitt Group is privileged to touch the lives of many, including our shareholders: agency partners, employees, clients, insurers, suppliers, and lenders.

  • Aaron Cottle and Gary Archibald

    Aaron Cottle and Gary Archibald, Co-Owners of Archibald Insurance Agency

    Align Interests

    The first question Leavitt Group representatives ask in considering an acquisition is: how would each party to this transaction be served by the deal? As our friend R. Royal (Bob) King was wont to say: “If you float together in the same boat, neither is apt to shoot it full of holes.”


  • Sam Carrick and Aline France

    Sam Carrick and Aline France, Co-Owners of Wasatch Leavitt Insurance Agency

    Grow Profitably

    Growth brings vitality and life to a business, which attracts customers and capable colleagues. Profit brings opportunity, stability, survival, and capacity to serve.

  • 2021 Leavitt Group Producer School

    2021 Leavitt Group Producer School


    Change is inevitable and requires a business to wisely adapt. Leavitt Group's leaders are aware, curious, humble, nimble, responsive, and patient. In-progress adaptations include applying technology advancements, supercharging our acquisition engine, and strengthening organic growth efforts.

  • Leavitt Group Employees Enjoying Lunch

    Leavitt Group employees at a company event


    We should contribute to the happiness of those engaged by fostering productivity, good health, acomplishment, belonging, service, and the provision of material means towards a harmonious balance in life.

  • Risk Services of Louisiana Team

    Risk Services of Louisiana Team

    Communicate with Reason and Civility

    All engaged at Leavitt Group are expected to communicate in ways which are honest, effective, kind, and free from anger or malice. Acknowledgement of shortcomings and sincere apologies are part of effective communications.

Join our family

Leavitt Group serves independent agencies across the United States.

Our culture is rooted in integrity, which has propelled our growth into one of the largest insurance brokerages in the U.S.

Map of United States with Office locations
Portraits of Leavitt Group Employees

Leavitt Group at a glance


Office locations


States and counting


Largest privately held insurance brokerage*


Million in consolidated revenue

*According to Insurance Journal, August 2023 issue.

Our culture is #1

Meet the team

Our affiliation team would love to answer your questions and talk details.

Email the team »

Kevin Callister Portrait

Kevin Callister

Chief Affiliation Officer
(435) 865-2945
Email · LinkedIn

Jake Jensen Portrait

Jake Jensen

Executive VP of Affiliations
(435) 865-2958
Email · LinkedIn

Mark Leavitt Portrait

Mark Leavitt

Vice Chairman & Managing Director of Affiliations

Jorie Matheson Portrait

Jorie Matheson

Project Manager - Affiliations

Keith Callister Portrait

Keith Callister

Director of Affiliations

Brent Davis Portrait

Brent Davis

Vice President of Affiliations
(435) 865-2987
Contact Brent · LinkedIn

Ted Hoover Portrait

Ted Hoover

Vice President of Business Development

JoNell Hone Portrait

JoNell Hone

Managing Controller

Sarah Burdick

Sarah Burdick

Affiliations Analyst

Scott Callister

Scott Callister

Affiliations Analyst