Carey Wallace

Agency Finance and Valuation Consultant

Carey started her career in a technology startup and found her way into the insurance industry like many others have – by chance. She fell in love with the people, the entrepreneurial spirt, and the insurance industry. While working for the Ohio Insurance Agents Association, Carey created valuation and consulting services as well as built and led the first data-analytics company solely focused on independent insurance agencies. She is incredibly passionate about helping agency owners leverage data to grow and thrive in the changing insurance marketplace. Over the past 14 years, Carey has worked with hundreds of agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their agency’s future. Carey has a Finance degree from West Virginal University and provides a variety of consulting services through the company she founded, Agency Focus, LLC.

PIIAC
8354 Northfield Blvd, Suite 2710
Denver, CO 80238

carey@agency-focus.com
(614) 657-2674

Carey Wallace