About Us
About Us
Brock Lacy
Brock spends his spare time with his wife and kids, on their property in Magnolia which has a small town feel and plenty of space for the kiddos to grow up. When we aren’t in the pool, we are exploring the small town, playing with the kids and being involved with our Church.
Working with an incredibly talented team has made the transition tangible and exiting. Being a part of an organization dedicated to family, success and development have afforded us a unique opportunity to become an integral part of our community while providing customized insurance solutions.
Rudy Montalvo
Rudy lives in Southern California with his 2 ½ year old Siberian Husky, Zeus. His 3 sons, Brandon, Michael and Christian are all very active and live nearby Dad. He’s very active with his friends, family and church.
He’s been blessed with joining the Modern Insurance Partners team / family, so he makes the time to give back to his local church, as well as quite a few charities in his community.
Insurance has been a part of his life approximately 15 years formally. However, he’s been partnering with P&C agency owners and producers for over 25 years. Including a three-year sales endeavor where he helped approximately 200 Allstate agencies in So Cal area, meet their sales goals.
After completing his six-year tour of duty in the U.S. Navy, Rudy began a 20-year career with ADP and ventured into his insurance career in 2005 as he entered his 20th year at ADP. Where he joined ADP Insurance Services to help launch the Pay-as-You-Go program, with his former Major Accounts sales team.
In his spare time, Rudy is either golfing, working out or getting his daily cardio steps in at his local park with Zeus. If he’s not golfing with his men’s club, you can find him on the golf course with his sons, or some of his business trusted advisors and or clients.
Rudy enjoys helping business owners with their insurance needs, making sure his team reviews their policy coverages and costs. Building a close relationship his clients ownership leadership team, is also a key factor in his consultative approach!
Tracey Coulter
Tracey Coulter was raised in Southern Louisiana in a large, loud, Cajun family. After graduating college, her and her husband Michael made the decision to move to Spring Texas, to be closer to where he had grown up. Between his family and new friends, she found a second home. After a few years, they started their own family and welcomed two sons, Jesse and Colston.
Tracey spends her spare time with her family, usually at a football field or watching her youngest explore his passion for art. Outside of the family activities, she finds comfort and peace beside the water; It doesn’t matter if it’s a lake, a river or the ocean. Although she has only been able to touch on her dream to travel, her family plans include sharing her and her husband’s love of exploring new places with her sons.
Her insurance career began when she moved to Texas in 2005 and began working in the specialized marine industry. Once receiving her Property & Casualty insurance license, the want to explore other insurance coverages in different industries grew. In 2012 she had the opportunity to join the team at Main Street America Inc, where she has spent the last 8 1/2 years.
With Tracey’s inquisitive nature, she is always open to explore a new market or industry. She has an attention to detail and organization skills that complement the ever-changing insurance industry. As part of this amazing team, she is ready to move forward with the modernization of the insurance business.
Bart Knapp
Bart lives in Pflugerville, Texas with his wife. They moved there in 2018 to be close to their grandsons and grown children.
After active duty service in the Army, Bart started his accounting career with Conoco Shipping and has been in the PEO/Insurance industry for over 30 years.
Bart enjoys sailing and kayaking and is an active member of the Coast Guard Auxiliary and the Sea Scouts -a high adventure program of the Boy Scouts of America serving youth ages 14 and older.
Virginia Phelps
Virginia is originally from Houston, TX. She has worked in manufacturing accounting, distribution accounting, and contractors accounting before starting her tenure as an Accountant at Modern Insurance Partners.
Outside of insurance, Virginia enjoys traveling and the outdoors. She has one child, Adalene. Virginia and the team truly care about their clients and strive to educate and advise clients on their insurance, helping them protect themselves and manage their insurance costs.
What Virginia loves most about her job is helping clients meet their insurance and financial needs, to provide the best services by individualizing each client and their goals.
Winona
Winona Cavender, Director of Insurance Operations, is responsible for Leading the Agencies Team in all aspects of the Agency operations. She joined Harbor America Specialty Brokerage in 2006, from a prior position with Trustmark Insurance. Winona believes that excellent customer service combined with expert insurance knowledge, are two key factors in effectively placing coverage for our customer.
She strives to share her insurance knowledge, with superior service to clients, in determining the best insurance fit for their operation and build a solid and loyal client as a result. Winona has 20 years in the industry and has obtained her CRIS & CIC insurance designations.
Winona and her Husband are Lake residents so enjoy boating, watching / attending College Football, live music, traveling and especially time with their Granddaughters. Winona is also active in her community as a Junior Service League Member, Lake Area Republican Women, Liberty Bells and in her Church as Leader of the Children’s Ministry.
