Whitney Oaks, a Roseville, California-based firm specialising in insurance solutions for construction firms and contractors, brings a wealth of expertise and long-standing client relationships to Relation. Vice Presidents Phil Castro and Mark Diele will continue managing the office, ensuring continuity for clients while expanding their service capabilities under Relation’s national network.
“We joined Relation knowing that this partnership would enable us to better serve our clients,” said Phil Castro, Vice President of Whitney Oaks. “Relation’s national resources and broad network of carrier relationships truly offer our clients the very best coverage options.”
The acquisition strengthens Relation‘s presence in the insurance sector, further enhancing its ability to offer comprehensive solutions to clients across the country.
Relation CEO Tim Hall welcomed the Whitney Oaks team, highlighting the value of their experience in commercial and personal insurance. “Whitney Oaks has built an outstanding reputation in their community, and Relation is proud to welcome them aboard.”
He added “Their team brings tremendous long-term relationships as well as deep expertise to Relation. We are excited to have them as part of our team.”
