Meet some of our key people:
Rick Overbeck - Partner
Rick started in the insurance business in 1966. He is a life agent and member of the Million Dollar Roundtable. Rick formed Overbeck-Locaputo Insurance and Retirement Services in 1997. He is married to wife Kathy and has four children and seven grandchildren.
Drew Locaputo, CBC - Partner
Upon graduating from The Ohio State University in 1996, Drew began his career in the insurance and financial industry. He formed the Overbeck-Locaputo Insurance and Retirement Services in 1997. He is a Chartered Benefit Consultant (CBC), FINRA Series 6 &63 securities license, Notary Public and is the past president for the National Heath Underwriters of Cincinnati. Drew is married to wife Heather and has two daughters.
Barb Barth - Office Manager
Before her current position as Office Manager, Barb was Rick Overbeck's personal secretary for 20 years. Barb's duties include service and retention of our current clients, billing and claim inquires as well as managing the everyday operation of the agency. Barb is married to husband Jon and has two sons.
Tracey Bruder - Service Representative
Tracey has been with Overbeck-Locaputo since 2004. Tracey is responsible for billing and claim inquires and monthly service calls to group clients. Tracey is married to husband Don and has two daughters.
Overbeck-Locaputo Insurance and Retirement Services has established a joint partnership with Cornerstone Brokerage Insurance Services to help our agency facilitate the enrollment, claims, adjudication, administrative analysis, legal questions (there is a labor attorney on retainer), educational seminars from our clients Human Resource personnel, updated distribution of the latest products and legislative changes that affect our industry and our clients. Cornerstone has over 50 employees who work in conjunction with us to provide the best possible service to our individual and group clients.
Overbeck-Locaputo Insurance and Retirement Services
4472 Bridgetown Road Cincinnati, Ohio 45211 Phone: 513-661-1114 Fax: 513-661-1117