Leadership Overview
Marsh & McLennan Agency has 10 executives leading key functions including strategy, operations, finance, human resources, and regional management.
Driven by a commitment to client success, Marsh & McLennan Agency delivers comprehensive insurance brokerage and risk management solutions, impacting organizations and individuals through specialized offerings in business insurance, employee benefits, and retirement planning.
Driven by a commitment to client success, Marsh & McLennan Agency delivers comprehensive insurance brokerage and risk management solutions, impacting organizations and individuals through specialized offerings in business insurance, employee benefits, and retirement planning.
Leadership Roles at Marsh & McLennan Agency
Peter Krause - President & Chief Executive Officer
Peter Krause, the President & Chief Executive Officer at Marsh & McLennan Agency, directs the overarching strategy and operational execution for the organization. This leadership role involves setting the company's vision and ensuring alignment with its mission to provide robust insurance brokerage and risk management solutions. Krause oversees the integration of various business units, driving growth and market expansion across the company's diverse service offerings, which include business insurance, employee health & benefits, retirement services, and private client solutions. The President & Chief Executive Officer's responsibilities extend to fostering a culture of innovation and client-centricity, critical for maintaining the company's competitive edge in the insurance sector. By guiding executive teams and championing strategic initiatives, Peter Krause ensures the agency effectively addresses the evolving needs of organizations and individuals, solidifying Marsh & McLennan Agency's position as a trusted advisor.

Jody Sarchett - Chief Executive Officer and President, Marsh McLennan Agency AZ
Jody Sarchett, the Chief Executive Officer and President, Marsh McLennan Agency AZ at Marsh & McLennan Agency, spearheads the strategic direction and operational management for the Arizona region. This executive leadership position focuses on expanding the agency's footprint and service delivery within the state, ensuring comprehensive insurance brokerage and risk management solutions are tailored to local market demands. Sarchett oversees the integration of business insurance, employee health & benefits, retirement, and private client services, driving client acquisition and retention. The Chief Executive Officer and President, Marsh McLennan Agency AZ's role involves cultivating strong relationships with clients and partners, while also managing regional teams to achieve ambitious growth targets. By championing best practices and fostering a high-performance environment, Jody Sarchett ensures the Arizona operations contribute significantly to the overall success and strategic objectives of Marsh & McLennan Agency.
Karen Heeley - Chief Financial Officer
Karen Heeley, the Chief Financial Officer at Marsh & McLennan Agency, manages the company's financial strategy, planning, and reporting. This executive position is central to ensuring the financial health and stability of the organization, overseeing all aspects of financial operations related to insurance brokerage and risk management. Heeley directs budgeting, forecasting, and investment strategies, providing critical financial insights to support business decisions across insurance solutions, employee benefits, and retirement services. The Chief Financial Officer's purview includes managing capital allocation, optimizing financial performance, and ensuring compliance with all financial regulations. By maintaining rigorous financial discipline and driving fiscal responsibility, Karen Heeley supports the sustainable growth and long-term success of Marsh & McLennan Agency, enabling the company to effectively serve its diverse client base.
Tristan Ribar - Board Member and Chief Financial Officer
Tristan Ribar, the Board Member and Chief Financial Officer at Marsh & McLennan Agency, provides critical financial oversight and strategic guidance to the organization. This dual role ensures robust financial management and governance, overseeing all financial aspects of the company's insurance brokerage and risk management services. Ribar's responsibilities include shaping financial strategy, managing capital resources, and ensuring fiscal integrity across business insurance, employee health & benefits, and retirement solutions. As a Board Member, Tristan Ribar contributes to high-level decision-making, offering insights that align financial performance with long-term corporate objectives. This leadership ensures Marsh & McLennan Agency maintains financial strength and operational resilience, enabling sustained growth and effective service delivery to its diverse clientele.
Kristin Gugel - Chief Operating Officer
Kristin Gugel, the Chief Operating Officer at Marsh & McLennan Agency, directs the operational efficiency and scalability of the company's core business functions. This critical role involves optimizing internal processes across insurance brokerage and risk management services, ensuring seamless delivery of business insurance, employee health & benefits, retirement, and private client solutions. Gugel focuses on enhancing operational workflows, implementing best practices, and managing resources to support the agency's growth objectives. The Chief Operating Officer's responsibilities include overseeing technology integration, process improvement initiatives, and ensuring robust operational infrastructure to meet client demands. By driving operational excellence, Kristin Gugel enables Marsh & McLennan Agency to maintain high service standards and adapt effectively to market dynamics, directly supporting the company's mission to provide comprehensive solutions to organizations and individuals.
Stephen Gillen - Executive Vice President & Chief Operating Officer
Stephen Gillen, the Executive Vice President & Chief Operating Officer at Marsh & McLennan Agency, drives operational excellence and strategic implementation across key business segments. This leadership role focuses on enhancing the efficiency and effectiveness of the agency's insurance brokerage and risk management operations, ensuring seamless delivery of services such as business insurance and employee health & benefits. Gillen oversees the execution of operational strategies, process improvements, and resource management to support the company's growth and client service objectives. The Executive Vice President & Chief Operating Officer's responsibilities include managing cross-functional initiatives and ensuring operational alignment with the company's overall strategic goals. By optimizing operational frameworks, Stephen Gillen plays a crucial part in Marsh & McLennan Agency's ability to provide comprehensive and responsive solutions to organizations and individuals.
Thomas Stender - President, Northern Minnesota Operations
Thomas Stender, the President, Northern Minnesota Operations at Marsh & McLennan Agency, leads the strategic development and operational execution for the agency's presence in Northern Minnesota. This executive role focuses on expanding market share and enhancing client service delivery within the region, offering specialized insurance brokerage and risk management solutions. Stender oversees the integration of business insurance, employee health & benefits, and retirement services, ensuring alignment with local market needs and corporate objectives. The President, Northern Minnesota Operations' responsibilities include cultivating key client relationships and managing regional teams to achieve growth targets. By championing localized strategies and fostering strong community ties, Thomas Stender ensures Marsh & McLennan Agency effectively serves organizations and individuals throughout Northern Minnesota.
Matthew Stadler - President
Matthew Stadler, the President at Marsh & McLennan Agency, directs strategic initiatives and operational oversight for designated areas of the business. This leadership position is focused on driving growth and enhancing the delivery of comprehensive insurance brokerage and risk management solutions. Stadler oversees key functions related to business insurance, employee health & benefits, and retirement services, ensuring alignment with the company's overall mission and client-centric approach. The President's responsibilities include fostering strong client relationships, managing team performance, and identifying opportunities for market expansion. By championing strategic priorities and operational effectiveness, Matthew Stadler contributes significantly to Marsh & McLennan Agency's ability to provide tailored solutions and maintain its competitive edge in the industry.
Adam Sammons - President, Business Insurance (Dallas)
Adam Sammons, the President, Business Insurance (Dallas) at Marsh & McLennan Agency, spearheads the strategic direction and operational management for the business insurance division in Dallas. This executive role is dedicated to expanding the agency's market presence and client base within the Dallas region, focusing on delivering specialized insurance brokerage and risk management solutions. Sammons oversees the development and execution of strategies for business insurance products, ensuring alignment with client needs and corporate objectives. The President, Business Insurance (Dallas)'s responsibilities include cultivating strong relationships with commercial clients and managing the regional sales and service teams. By driving growth and ensuring exceptional service delivery, Adam Sammons plays a vital role in Marsh & McLennan Agency's success in the Dallas market.

Monica Zortea - Chief Human Resources Officer
Monica Zortea, the Chief Human Resources Officer at Marsh & McLennan Agency, leads the strategic development and execution of human capital initiatives. This role is pivotal in cultivating a high-performing organizational culture that supports the company's mission in insurance brokerage and risk management. Zortea oversees talent acquisition, employee development, compensation and benefits, and employee relations, ensuring the agency attracts and retains top talent across all service areas, including business insurance and employee health & benefits. The Chief Human Resources Officer's responsibilities extend to fostering an inclusive and engaging work environment, aligning HR strategies with business objectives to drive employee satisfaction and productivity. By championing people-centric policies, Monica Zortea ensures Marsh & McLennan Agency has the skilled workforce necessary to deliver exceptional value to clients and stakeholders.
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