At Atlantis Financial Group, our policyholders are our most important assets. We work to provide the most competitive rates for our policyholders with local industry-leading customer service.
Atlantis Financial Group Inc. was started in 2009 as a property and casualty independent insurance agency focusing primarily on personal lines of insurance. Since that time, we have added commercial lines, individual and small group health, and life insurance to our list of products.
So, whether you are looking for personal lines insurance, life and health for your family or you have business coverage needs, Atlantis Financial Group has the expertise and product lines to help protect you assets.
Our primary markets include Collin, Denton, Tarrant and Dallas counties in North Texas. We also have created a presence in Travis, Williamson, and Bexar counties in Central Texas.
In the fall of 2012, Atlantis aligned with CAZ Capital (CAZ) to further enhance our growth. CAZ brings an assortment of financial products focusing on business development through creating win-win partnerships. Besides offering solutions for insurance, CAZ provides business fundability assistance, mortgage services, real estate services, marketing expertise and retirement/financial planning.
Through these coordinated efforts, CAZ is experiencing a surge of new business opportunities which will further enable our growth.AFG has also become a sponsor for the Smiles Charity of McKinney, Meals on Wheels of Collin County and numerous McKinney ISD student events throughout the school year.
At Atlantis, our primary focus is you, our policyholder. Providing the most competitive rates along with industry-leading customer service is what we strive for each and every day.
Trust us with your insurance needs and you'll experience the difference of Atlantis Financial Group.
Barry Lambert is the President of Atlantis Financial Group. He brings more than 20 years of customer service and client retention expertise to Atlantis. Barry spent 16 years as Director of Athletics at The Clubs of Stonebridge Ranch in McKinney. During that time, he developed relationships with numerous business owners and elected officials in the area, as well as throughout the state. These relationships have emboldened Atlantis's status in the area and have helped sustain our growth.
Chuck Masterson, Vice President, brings 30+ years of experience in the insurance industry ranging from his time as a personal lines agent to his expertise as a national sales manager for several commercial agencies servicing business entities of all size. Chuck has lived in McKinney for the past 15 years and is very active in numerous charitable organizations in the Collin County area.
Joni Rosene, Office Manager, brings more than 15 years of customer service, marketing and sales experience with one of the largest insurance carriers in the U.S. Her background includes working for agents and regional management in the insurance industry. She understands that customer service can make a big difference for policyholders, and strives each day to provide industry-leading service to Atlantis Financial customers.