Our Services

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About Us

Carolina Underwriters & Financial Group has been serving the insurance needs of businesses and families throughout the Carolinas for many years.  We are members of these organizations:  Independent Insurance Agents & Brokers, Trusted Choice, Charlotte Chamber of Commerce, Matthews Chamber of Commerce, Lake Norman Chamber of Commerce, Charlotte Homebuilders Association, CPCU Society and CIC Society.

The insurance companies we represent are known for their financial strength and for their fast and fair claims service.  As independent insurance agents we strive to find the broadest coverage at the lowest cost for our clients.

Call today to speak with one of our friendly and knowledgeable agents!

Ann Shaw, CPCU,CIC -  Commercial Producer

Jack Shaw, CPCU,ARM,CIC -  Commercial Producer

Brandon Younce, CBIA -  Commercial Producer

Justin Younce -  Commercial Producer
 
Marti Shroads, CISR -  Customer Service Representative/Office Manager

Claudia Simmons -  Customer Service Representative

Pam Whitson - Personal Lines Agent

Sandy Chichester - Customer Service Representative

Holly Chichester - Customer Service Representative

Our Insurance Providers

Why Choose Us?

  • Family Owned
  • Personalized Service
  • Independent Insurance Agency
  • Represent All Substantial Business Insurance Carriers