Office Hours
Contact me to schedule a virtual meeting
Insurance Products Offered
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health, Pet
Other Products
Banking, Annuities
Would you like to create a personalized quote?
Tracey Portillo
Office Hours
Address
Richmond, VA 23229-5656
In the Tuckahoe area of Richmond, down the street from Regency Mall
Office Hours
Contact me to schedule a virtual meeting
Insurance Products Offered
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health, Pet
Other Products
Banking, Annuities
Would you like to create a personalized quote?
Office Info
Office Info
Office Hours
Contact me to schedule a virtual meeting
-
Phone
(804) 740-7144 -
Fax
(804) 441-9467
Languages
Insurance Products Offered
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health, Pet
Other Products
Banking, Annuities
Office Info
Office Info
Office Hours
Contact me to schedule a virtual meeting
-
Phone
(804) 740-7144 -
Fax
(804) 441-9467
Languages
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Financial jargon simplified: Insurance basics
Financial jargon simplified: Insurance basics
Knowing your insurance basics can help you on your path to building a firm financial foundation. Here's some jargon you'll want to know.
Car maintenance tasks you can do yourself
Car maintenance tasks you can do yourself
To combat auto repair costs that keep climbing, some auto maintenance can be done at home. Here are ones that are usually do-it-yourself.
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Viewing team member 1 of 7
Aaron Eaton
Customer Service Representative
License #1460928
Viewing team member 2 of 7
Carl Dageforde
Account Representative
License #849752
Introducing Carl, your Insurance Guardian! With seven years of experience in the insurance industry, Carl is here to be your ultimate guide through the intricate world of insurance. He's got your back, ensuring you know your options to protect the things you hold dear and the people you care about most.
Raised in the vibrant West End of Henrico, Carl proudly cheered on the Spartans at The Stewart School and the Eagles from Godwin High School. His hometown school pride is strong!
Armed with a Bachelor of Arts in Global Affairs from George Mason University, Carl is not only well-versed in insurance matters but also keeps a finger on the pulse of global current events. When he's not diving into insurance policies, you'll find him indulging in a myriad of hobbies. From reading and writing to hiking, skateboarding, playing the guitar, video games, and enjoying movies, he's always finding ways to have fun.
Volunteerism has been an integral part of Carl's life, inspired by his parents who selflessly volunteer at Cross Over Clinic. His father, a retired physician, and his mother, fluent in Spanish, work together to provide care and support to those in need. Witnessing their dedication, Carl has learned that caring for the community is a duty of every good citizen.
Carl is thankful for his early exposure to the Spanish language. He even had the incredible opportunity to spend a semester in Spain while in college and he looks forward to assisting Spanish speakers in our community with their insurance needs.
Drawn to a career in financial services, Carl's true passion lies in helping people. He thrives on teaching and educating individuals about how insurance works and what their policies truly cover. With an unquenchable thirst for knowledge and a naturally curious mind, Carl finds fulfillment in this ever-evolving industry, where there's always something new to learn.
So, if you're on the lookout for a knowledgeable and caring Insurance Guardian, look no further than Carl. With his wealth of experience, dedication to the community, and commitment to providing top-notch service, he's ready to be your guide in navigating the complexities of insurance. Together, you'll forge a path towards protection. Get ready to embark on an insurance adventure like never before!
Viewing team member 3 of 7
Jalen Stockton
License #1463900
Viewing team member 4 of 7
Kim Schreiber
Customer Service Manager
License #678620
Introducing Kim, not just our Customer Care Manager, she is a customer care superhero with a zest for life! Hailing from the sunny shores of San Diego, Kim has traveled across the coastlines, like a fearless hero on a mission. From the West Coast to East Cost of the US, and even rural Australia, she's left a trail of protected homes and insured lives in her wake. For 23 years, Virginia Beach was her secret lair, until destiny called her to Richmond, Virginia. But her thirst for adventure couldn't be contained, and two years ago, she made a splash in Houston, Texas, settling in the waterside town of Seabrook.
While in Virginia Beach, Kim honed her superpowers at Strayer University, earning an associate degree in business management. Her love for learning shines through, ensuring she stays sharp and prepared to answer all of her customer’s insurance questions.
When she's not saving the day with her insurance knowledge, you can find Kim indulging in her secret passion...the beach! In between beach visits she loves tending to her yard and creating magnificent planters. And watch out during the holidays, as Kim transforms into the Decorator Dynamo, spreading festive cheer faster than a flash!
Kim a superhuman sport enthusiast, with a special love for Houston pro baseball and college football. A house divided, she bravely cheers for Mississippi State, while her husband valiantly supports the Oregon Ducks. But it's not just about fun and games for Kim – she's also a dedicated philanthropist. She uses her powers for good, donating clothing to women shelters and providing jigsaw puzzles to rehab and long-term care facilities, bringing joy and therapy to those in need.
Family is the fortress that Kim holds dear. Her husband, a Navy veteran of 46 years, proudly served his country, while their youngest son continues the family legacy, serving in the Marine Corps like a true hero. Together, they form a formidable force, ready to protect and serve.
Life hasn't always been a smooth ride for Kim, but like a true hero, she emerges stronger and wiser from every challenge. Overcoming adversity has taught her that change is often the catalyst for greatness, and there's always a master plan guiding our journeys. With her resilient spirit and a heart full of compassion, Kim is here to help you navigate the treacherous world of insurance, ensuring your future is protected from the forces of uncertainty. Kim is a true insurance superhero, and together, she’ll help you conquer any obstacle that comes your way!
Viewing team member 5 of 7
Paola Gabriel
Office Associate
Viewing team member 6 of 7
Maria Matus
Customer Service Representative
License #1427673
Viewing team member 7 of 7
Lee Lee
Customer Service Representative
License #1464326