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About Us Who We Are

As an Insurance Brokerage Agency, J.L. Thomas & Company is committed to helping our brokers build their book of business by giving them the resources they need to effectively position life insurance, long-term care insurance, annuities, and disability insurance within their clients’ financial portfolios. Our lineup of insurance companies and products, backed by our expertise, presents a winning combination.

Our History

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J.L. Thomas & Company is a family-owned insurance brokerage agency, now in its third generation, owned and operated in the heart of Cleveland’s Playhouse Square Theater District. We were founded in 1971 by Jerry L. Thomas, CLU®. Jerry’s experience in the insurance business as both a personal producer and general agent gave him the insight to create and operate one of the country’s most respected brokerage operations.

25+ Carrier Partners
65,000 Cases Placed
50 Years in Business

Our Team

PRINCIPAL

David D. Thomas MSFS, CLU®, ChFC®

Owner / Advanced Case Design

SALES AND MARKETING

Kurt M. Thomas CFP®, CLU®, MSFS

External Wholesaler / Point of Sale

Paul M. Shepherd CFP®, ChFC®

External Wholesaler / Point of Sale

James X. Kelly LUTCF

External Wholesaler / Point of Sale

Stephanie Paoletta

Internal Wholesaler / Point of Sale

OPERATIONS

Phyllis C. Dall ACS, AIAA, ALMI, FLMI

Operations Manager Commissions / Licensing

Olivia Huzau

Case Manager Impaired Risk / LTC

Patricia Baker

Policy Holder Service / Drop Tickets

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