OUR ORIGIN

WHO WE ARE AND WHAT WE BELIEVE IN

We believe in forming authentic human connections based on a strong foundation of mutual trust. Once we’ve earned your trust, we are positioned to continuously understand what matters most and will deliver customized solutions that advance the mission of your company.

BECOME THE MARKET LEADER

BUILD the market leading insurance agency of tomorrow TODAY

Our CEO, Zain Hasan, explains his history, how and why Risk Transfer Advisory Group was created, and an in-depth description of the challenges we solve for independent agencies. He discusses the principles and vision for RTA‘s future – one where we build the market-leading insurance and benefits agency of tomorrow, today.

OUR VALUES

WHAT WE BELIEVE IN

We believe that this isn’t an industry that should rest on the status quo. We are deeply committed to being indispensable to our partners. We will make quantifiable impact on your business bringing a purpose-driven, people-first approach to everything we do. Placing insurance is not why RTA exists, it’s a byproduct of more important work – transferring risk away from you and your employees so you can focus on growing your businesses.

Servant's Heart

Foster inclusivity with fairness, empowerment, and care for each individual's interests, both within and beyond the workplace.

trust

Elevate trust through dedicated purposeful actions, candid conversations, and steadfast support for teammates and clients

accountability

Maximize impact with defined measures, accountability tools, deadlines, support, responsibility, and feedback.

curiosity

Stay naturally curious, consistently ask thoughtful questions, embrace innovation, diverse perspectives, and continuous learning.

kaizen

Nurture growth, uphold excellence, innovate processes, measure progress, collaborate, and value input for improvement.

Our Team

MEET OUR STACKERS

A collective force of entrepreneurs, agency founders, and subject matter experts. Diverse in expertise, united in core values, and driven by a shared commitment to excellence. Together, they steer the course towards growth, innovation, and your agency’s lasting success

Jennifer Drohan

THE FACILITATOR

Jennifer Drohan

GET TO KNOW

Jennifer Drohan,
CHRO

Scott Carter, COO

THE INTEGRATOR & COACH

Scott Carter, COO

GET TO KNOW

scott carter,
coo

Zain Hasan

THE VISIONARY

Zain Hasan

GET TO KNOW

ZAIN HASAN,
CEO

Kelley Kastner

THE PLANNER

Kelley Kastner

GET TO KNOW

KELLEY KASTNER,
MANAGER OF FP&A

Dennis Pauls

THE ORACLE

Dennis Pauls

GET TO KNOW

dennis pauls,
cfo

LESTER MORALES

THE GROWTH GURU

LESTER MORALES

GET TO KNOW

lester morales,
cgo

THIS IS YOUR TIME

LET'S START WRITING YOUR STORY

REQUEST A CALL

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