Lee Rock, CPCU, CIC

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Vice President, PSA Financial, Inc.
President of Glen Rock Insurance, Inc.
an affiliate of PSA Financial, Inc.

Direct Phone: 443.798.7306
Toll Free: 800.677.7887
Fax: 410.828.0242
E-mail: lee@psafinancial.com
LinkedIn

Professional Background

Lee Rock specializes in comprehensive protection of his diverse clientele including retailers, contractors, manufacturers, restaurants, government contractors, technology firms, schools and universities. He focuses primarily on property and casualty insurance, employee benefits solutions, and retirement planning.

He addresses complex commercial property and casualty exposures involving general liability, property, large deductible worker’s compensation, commercial auto, bonding, and professional liability coverages including directors and officers, and errors and omissions programs. Lee also helps business owners with deferred compensation, key man insurance, and disability protection. Additionally, he provides individualized personal protection through personal lines coverages such as home, auto, and life insurance. Lee’s expertise also extends to group health and 401k plans, as well as investment options (bonds and stocks), which he offers through PSA Equities, Inc. As part of his comprehensive protection approach, Lee performs risk survey and analysis on a fee basis, and offers expert testimonies in litigation cases.

Education

Lee has been active in the insurance industry for over 36 years and has earned the Chartered Property Casualty Underwriter (CPCU) and Certified Insurance Counselor (CIC) designations. He has a Resident Insurance Advisor designation for the State of Maryland as a licensed investment advisor holding Series 6, 63 and 65 licenses for mutual funds and annuities. Lee is a past President of the Maryland Young Agents and graduated from the University of Maryland with a Bachelor of Science degree.

Business/Customer Service Philosophy

“I find I work best when utilized as an advisor to my clients much as they would their CPA or Attorney. With a relationship based on trust and confidentiality, I can assist my clients in effectively protecting their assets – either family or business – which ultimately translates into peace of mind that they have the best insurance product at a competitive price. Thus, with over 36 years of experience, I can not only act as their Risk Manager for insurance; but I can also facilitate investments and assist with retirement planning. My clients always come first.”