Liberty Names Adam Baillie President, Expands Bernadetta Scholz’s Role as CFO and COO, and Appoints Rob Jadon Chief AI Officer

LOS ANGELES, Calif. – July 15, 2026 – The Liberty Company Insurance Brokers (Liberty), one of the nation’s fastest-growing privately held insurance brokerages, announced the promotion of Adam Baillie to President, the expansion of Bernadetta Scholz’s responsibilities to include the role of Chief Operating Officer while she continues to serve as Chief Financial Officer, and the […]
Liberty Partners with Tava Health to Make Quality Mental Health Care Simple and Fast

GAINESVILLE, FLA. – July 14, 2026 – The Liberty Company Insurance Brokers (Liberty) is pleased to announce its partnership with Tava Health. The digital mental health platform connects individuals with licensed providers for accessible, high-quality care. Through Tava Health, individuals are matched with vetted, licensed mental health providers based on their needs and preferences. Sessions […]
The Liberty Company Welcomes Brian Wolf as VP, Producer, Sales Leader

GAINESVILLE, FLA. – July 8, 2026 – The Liberty Company Insurance Brokers (Liberty) is proud to announce the addition of Brian Wolf as VP, Producer, Sales Leader, serving small and medium-sized businesses across Northeast Ohio, greater Ohio, and western Pennsylvania. A Youngstown native who has called the Akron/Canton area home for four-plus years, Wolf brings […]
The Liberty Company Welcomes Don Smith as SVP, Producer

GAINESVILLE, FLA. – July 1, 2026 – The Liberty Company Insurance Brokers (Liberty) is proud to announce the addition of Don Smith as SVP, Producer, based out of Rocklin, CA. Don spent a decade as VP of Operations at a Sacramento-based artisan construction firm before transitioning into insurance in 2010. In that role, he managed […]
The Benefits Compliance Rule Most Employers Get Wrong

The most common employee benefits mistakes share a pattern: the underlying rule was more specific than the employer realized. The consequences – penalties, retroactive contributions, plan disqualification – follow from that gap, not from bad intent. Two areas generate the most preventable cost. The Deposit Timing Rule The Department of Labor requires employee salary deferrals to be […]
What Happens to Your Property Insurance When a Building Goes Empty

Vacancy changes a property’s risk profile faster than most owners expect. The building looks the same. The address hasn’t changed. From an insurance standpoint, though, what was a straightforward commercial property has become a materially different risk. Most owners find this out when a claim is denied. The Policy Language That Changes at Vacancy Standard commercial property […]
Cyber Risk in Health Care Is an Operations Problem

Organizations that treat cybersecurity as an IT responsibility have already made the first mistake. In health care, a breach does not stay in the server room. It moves into clinical operations, patient communications, and regulatory exposure within hours. The organizations managing this well are treating it as an operations discipline. Why Health Care Is a Preferred Target […]
The Coverage Gap That Opens After Construction Ends

Most general contractors, developers, project owners treat insurance as a project tool. Policy in place, certificate issued, job moves forward. What happens to that coverage after the project closes out gets far less attention. That is where some of the most significant liability in construction now lives. What Completed Operations Actually Covers Completed operations extend a contractor’s general […]
The Liberty Company Welcomes Rachel Jones as VP Producer, Sales Leader

GAINESVILLE, FLA. – June 4, 2026 – The Liberty Company Insurance Brokers (Liberty) is proud to announce the addition of Rachel Jones as VP Producer, Sales Leader, serving clients and growing Liberty’s presence across Ohio. Jones brings eight years of experience in insurance, with a background spanning sales leadership, producer coaching, and business growth. Her […]
The Liberty Company Insurance Brokers Named to Insurance Business America’s 2026 Fast Brokerages List

GAINESVILLE, FLA. – June 3, 2026 – The Liberty Company Insurance Brokers (Liberty) is proud to announce its inclusion on Insurance Business America’s 2026 Fast Brokerages list. The award recognizes the 15 brokerages nationwide that grew revenue by at least 15 percent in 2025. Liberty grew revenue 16.3 percent to $222.4 million in 2025, completing […]
