About ProtecWise
Your trusted partner in financial security since 2010. Learn about our mission, our team, and our commitment to helping you achieve your financial goals.
A Decade of Protecting What Matters Most
Founded in 2010 by Michael Johnson, ProtecWise began with a simple mission: to provide honest, transparent insurance solutions that truly protect what matters most to our clients.
After witnessing firsthand how many families were left vulnerable due to inadequate coverage and poor financial planning, Michael set out to create an agency that would put clients first, providing education and personalized solutions rather than one-size-fits-all policies.
Over the years, we've grown from a small insurance agency to a comprehensive financial services firm, helping thousands of families and businesses secure their financial futures. While we've expanded our services and team, our core values and client-first approach remain unchanged.
Today, ProtecWise continues to be guided by our founding principles, combining innovative solutions with personalized service to help our clients navigate the complexities of insurance and financial planning with confidence.
The Principles That Guide Us
Our core values shape everything we do, from how we serve our clients to how we operate as a company.
Client-First Approach
We always put our clients' interests first, providing unbiased advice and personalized solutions.
Integrity & Transparency
We operate with complete transparency, ensuring clients understand all aspects of their financial plans and decisions.
Education & Empowerment
We believe in empowering clients through financial education, helping them make informed decisions with confidence.
Long-Term Relationships
We build lasting relationships with our clients, providing guidance through all of life's financial stages and transitions.
Empowering Financial Confidence
Our mission at ProtecWise is to empower individuals, families, and businesses to achieve financial security and confidence through personalized insurance solutions and comprehensive financial planning.
We believe that financial security is not just about having the right policies in place—it's about understanding your options, making informed decisions, and having a trusted partner to guide you through life's financial journey.
Personalized Solutions
We create customized plans tailored to each client's unique needs and goals.
Financial Education
We provide the knowledge and resources clients need to make informed financial decisions.
Lifelong Partnership
We build lasting relationships, providing guidance through all of life's financial stages.
Key Milestones in Our History
From our founding to today, these milestones have shaped our growth and commitment to excellence.
ProtecWise Founded
Michael Johnson establishes ProtecWise with a mission to provide transparent, client-focused financial solutions.
Expanded Service Offerings
Added comprehensive financial planning services to complement our insurance solutions.
Opened Second Office
Expanded to a second location to better serve our growing client base.
Launched Financial Education Program
Introduced our community financial education initiative to improve financial literacy.
Digital Transformation
Enhanced our digital capabilities to provide seamless virtual services to clients nationwide.
Reached 5,000 Clients Milestone
Proudly serving over 5,000 families and businesses with their insurance and financial planning needs.
Meet the Experts Behind ProtecWise
Our team of experienced professionals is dedicated to helping you achieve your financial goals.
Michael Johnson
Founder & CEO
With over 25 years of experience in the insurance and financial planning industry, Michael founded ProtecWise with a vision to provide transparent, client-focused financial solutions.
Sarah Williams
Chief Financial Officer
Sarah brings 15 years of financial expertise to ProtecWise, ensuring the company maintains the highest standards of fiscal responsibility and operational excellence.
David Chen
Senior Financial Advisor
David specializes in retirement planning and investment strategies, helping clients build secure financial futures through personalized guidance and expertise.
Jennifer Martinez
Insurance Specialist
Jennifer has dedicated her career to helping families find the right insurance coverage to protect what matters most, with particular expertise in life and disability insurance.
Robert Thompson
Estate Planning Advisor
Robert helps clients navigate the complexities of estate planning, ensuring their assets are protected and their legacy wishes are fulfilled.
Lisa Patel
Client Relations Manager
Lisa ensures every client receives exceptional service and support throughout their relationship with ProtecWise, coordinating our team's efforts to meet client needs.
Awards & Recognition
Our commitment to excellence has been recognized by industry leaders and organizations.
Best Insurance Agency
Financial Services Excellence Awards
Recognized for outstanding client service and innovative insurance solutions.
Top Financial Education Provider
Community Impact Awards
Honored for our commitment to improving financial literacy in our community.
Client Satisfaction Excellence
Consumer Choice Awards
Consistently rated among the top financial services firms for client satisfaction.
What Our Clients Say
Hear from individuals and families who have experienced the ProtecWise difference.
"ProtecWise helped me create a comprehensive retirement plan that gave me confidence in my financial future. Their ongoing guidance has been invaluable as my life circumstances have changed."
Robert Johnson
Client since 2015
"The investment strategy ProtecWise developed for me has consistently outperformed my expectations. Their approach to education made complex financial concepts easy to understand."
Sarah Williams
Client since 2018
"Working with ProtecWise to plan for our children's education was one of the best financial decisions we've made. Their expertise in 529 plans and other education funding options was impressive."
David and Maria Chen
Clients since 2019
Ready to Get Started?
Schedule a consultation with our team to discuss your financial goals and how we can help you achieve them.