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Climb Every Mountain

It's not just a policy. It's personal.

The insurance market is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter protection solution.

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Our Services

We are Yosemite, an independent insurance agency in Madison, WI. We have more than 90 years of combined experience building personalized insurance coverage for individuals, families, and professionals. As an independent agency, we are not tied to proprietary products, nor are we limited to sell select policies. Instead, we have access to the top insurance companies in the market. We focus on finding the right policy, at the right price, that you both need and want.

Personalized

Personalized

Helping you identify which products are right for you.

Business

Business

Client-focused attention for every stage of your business and your career.

Estate

Estate

Manage your affairs during your lifetime and beyond.

The Future

The Future

Protect your family from life's unexpected events.

We're here for you!

Over the past 8 years, we have helped nearly 1,000 young professionals across 10 different states. We've helped people just like you explore their goals -- and in many cases, meet them.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.
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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn More
The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

What our team has to say:

"We put our clients’ interests first and are honest about what they can expect. Our job is to watch for your financial blind spots and always have your back."

- Dominik Dodny

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- Samuil Sadovsky

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- Núria Moura

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- Gabriel Pires

Aditya Khatri

Aditya Khatri

Financial Professional

aditya.khatri@company.com

Cecilie Sanchez

Cecilie Sanchez

President

cecilie.sanchez@company.com

Daniel Baker

Daniel Baker

Financial Professional

daniel.baker@company.com

Timothy Trevino

Timothy Trevino

Business Coordinator

timothy.trevino@company.com

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