Auto Insurance | Home Insurance | Marshfield WI 54449

Chad O'Brien, Agent/Owner

Chad has lived in Marshfield since he was three years old. His parents purchased an automotive service station when he was young, and he spent a great deal of time there after school. Those experiences gave him a great deal of insight into what clients expect. He knows relationships that are built over time are the key to success.

After graduating from Marshfield Senior High, Chad attended the University of Wisconsin-Marshfield for two years, and then completed his bachelor’s degree in Business Management at the University of Wisconsin-Eau Claire. In 1999, Chad began his insurance career with MSI Insurance (which was later bought out by Country Insurance & Financial Services). In 2006, he decided to become an independent agent in order to be able to serve more clients with the opportunities that arise from having relationships with many insurance carriers.

Chad and his wife, Stephanie, have three daughters: Lilly, Sofia, and Evalyn. Chad looks forward to working with his current and new clients and believes that he provides a level of service that is unsurpassed.

Renee Stafford, Agent

Renee has been in the insurance industry since 1987. She is licensed in property and casualty and has worked in all aspects of the insurance industry. Providing excellent customer service is her priority.

Renee grew up in the Marshfield area on a dairy farm. After she graduated from Marshfield High School, she joined the United States Army, and then returned to Marshfield and graduated from Marshfield Tech. Renee and her husband had three children and currently reside in Marshfield. She is also a volunteer at the House of the Dove.

Privacy Policy

O'Brien Insurance & Financial Services, LLC recognizes that you expect us to protect the information you provide us and to use it responsibly. We are strongly committed to fulfilling the trust that is the foundation of your expectations. For that reason, we have adopted this privacy policy.

Collection of Nonpublic Personal Information

We collect nonpublic information (financial and health) about you from some or all of the following sources:

Information we receive from you on applications or other forms;
Information about your transactions with us;
Information we receive from a consumer reporting agency;
Information we obtain from others in the process of verifying information you provide us; and
Individually identifiable health information, such as your medical history when you have applied for an insurance policy.

Disclosure of Current and Former Customer Nonpublic Personal Information

We do not and will not sell your personal information to anyone.

We will not disclose our current and former customers' nonpublic personal information to affiliated or nonaffiliated third parties, except as permitted by law. To the extent permitted by law, we may disclose to either affiliated or nonaffiliated third parties all of the nonpublic personal financial information that we collect about our customers, as described above.

In general, any disclosures to affiliated or nonaffiliated parties will be for the purpose of them providing services for us so that we may more efficiently administer your policy and process the transactions and services you request.

We also share customer name and address information with unaffiliated mailers to assist in mailing of company newsletters and other policy owner communications. Our agreements with these third parties require them to use this information responsibly and limit their ability to share this information.

We do not internally or externally share nonpublic personal health information other than, as permitted by law, to process transactions or to provide services that you have requested. These transactions or services include, but are not limited to, underwriting Property & Casualty, Life, and Health insurance.

We require any organization that helps us serve our customers to meet our privacy standards.

Security to Protect the Confidentiality of Nonpublic Personal Information

We have security practices and procedures in place to prevent unauthorized access to your nonpublic personal information. Our practices of safeguarding your information help protect against the criminal use of the information. Our employees are bound by a Code of Conduct requiring that all information be kept in strict confidence, and they are subject to disciplinary action for violation of the code.

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to guard your nonpublic personal information.

We will monitor our practices to ensure that our Customers' privacy is respected. We will also conduct our business in a manner that meets the privacy regulations of any state in which we do business.

If you have any questions about our Privacy Policy, please call us at 715-486-9927.