Steven Lorch

Insurance Advisor I GOALPARK.org Advisory Board Member I Eagle Scout 🦅 I F3-Peterbilt I Succession Planning I Business Planning I Risk Management Solutions

Houston, Texas, United States

About

Hotaling Insurance Services is a “Risk Management Family Office” serving HNW & UHNW families and closely held businesses ranging from $10M-$750M in revenue across all 50 states. We offer no investments, purely insurance with 4 key verticals being: Advanced Life Insurance planning/audits, Employee Benefits, Commercial Property & Casualty ins. and Private Client (home, auto, umbrella, boat, plane, yacht, ranch). We find that HNW individuals/families often utilize multiple providers for their insurance needs which birthed the idea to create a firm that consolidates all of those services into one end to end risk management model with subject matter experts in each corresponding field. This allows them, and busy professionals like yourselves, to have a trusted outlet that can handle all risk management needs with top tier service across the country. Email: [email protected] Mobile: 713-653-3618 Address: 24 Greenway Plaza, Houston, TX 77046

Experience

  • Insurance Advisor at Hotaling Insurance Services
    Jul 2023 - Present · 3 yrs

    Hotaling Insurance Services is a Risk Management Family Office serving affluent families and closely held businesses ranging from $10M-$1B in revenue across all 50 states. We offer no investments, purely insurance with four key verticals being: Advanced life insurance planning/audits, Employee Benefits, Commercial Property & Casualty ins., and Private Client. We find that affluent individuals, families, and business owners often utilize multiple providers for their insurance needs which birthed the idea to create a firm that caters to consolidating all of those services into one end to end risk management model with subject matter experts in each corresponding field. This allows busy professionals to have a trusted outlet that can handle all risk management needs with top-tier service across the country. Our Core Services: I. Advanced Life Insurance Planning a. Private Placement, Split dollar, premium finance, etc. b. In-depth Inforce Plan analysis for existing plans c. Creative estate planning solutions with zero to minimal gifting II. Private Client- Personal Lines a. Home, auto, umbrella, boat, plane, yacht, ranch, collections, etc. b. 3 fully licensed claims adjusters on staff, so clients work with us to handle claims directly. III. Commercial Insurance a. General liability, worker’s comp., builders’ risk, E&O, D&O, EPLI, bonding etc. b. Captive/Self-insurance IV. Employee Benefits a. Companies that have 2 employees up to 3,000: health, vision, dental, etc. b. PEO Broker – Professional Employer Organization

  • Advisory Board Member at Goal Park Foundation
    May 2023 - Present · 3 yrs 2 mos

    Our goal is that Goal Park at the Columbia Tap Trail becomes a destination and unifying linear park for residents, activity enthusiasts, and our community at large. Goal Park Foundation is a non-profit organization working for the community to enhance seven blocks on the Columbia Tap Trail into a thriving, innovative, natural, athletic, and cultural park (“Goal Park”). The park will start at Emancipation Avenue (opposite Shell Energy Stadium) and end at the Rail Line at McKinney Street. LET'S TRANSFORM 7-BLOCKS OF THE COLUMBIA TAP TRAIL INTO HOUSTON'S NEXT WORLD-CLASS PARK

  • Life Insurance Specialist at MERiTAGE Wealth Insurance Advisors
    Mar 2020 - Jul 2023 · 3 yrs 5 mos

  • Owner at Neon Moon Trucking, LLC
    Sep 2018 - Oct 2021 · 3 yrs 2 mos

    Trucking company hauling bulk dry cement in and around Houston and Harris County, TX.

  • Financial Advisor at The Lorch Group of Wells Fargo Advisors
    Oct 2011 - Apr 2018 · 6 yrs 7 mos

    Helping a select group of individuals, families, businesses, and institutions develop strategies designed to build, manage, protect, and transition wealth.