WELCOME TO

原杰金融保险事务所

Serving the DFW Area for More Than 25 Years


972-881-9988

Image About the company 1
  • Life 人寿
  • Health 健康
  • Medicare 老年医保
  • Annuity 年金
  • Workers Comp 工伤
Image About the company 2
  • Auto 汽车
  • Home 房屋
  • Renters 租客
  • Landlords 房东
  • Restaurants 餐馆
  • Beauty Parlors  美容按摩
  • Contractors 装修
  • Shopping Centers 购物中心
  • Other Commercial Entities 其它商业

MEET THE TEAM

Roger H Yuan, PHD 

Owner and Fonder


Mr. Yuan holds a PHD degree in Economics.  He established Yuan Insurance & Financial Services in 1994.  Since then, he worked and served the DFW area with great joy and enthusiasm.  He appreciates his customers and loves to serve them with all his heart.  Before his realization, it has now been about 30 years!


Email: roger@yuaninsurance.com

Maggie Liang, MA

Assistant Office Manager


Mrs. Liang holds MA degree in Accountant and became licensed CSR since 2016. She obtained  extensive insurance knowledge and is meticulously detail orientated and can help you with any insurance related questions.





Email: maggie@yuaninsurance.com

Amy Zhang, MBA

Production Supervisor


Ms. Zhang holds MBA degree and became licensed CSR since 2016. She monitors market trend and keeps up with new products as well as product changes.  She can quickly and confidently locate the best products for our customers.  

 




Email: Amy@yuaninsurance.com

Fred Ha, Sr. Partner

Million Dollar Round Table


Mr. Ha is the most versatile and experienced insurance producer. He has been with our firm for more than 20 years.  He posses in-depth knowledge in Life, Health, Annuity, Commercial Property as well as personal Auto and Home.  Besides, he is very responsive and attentive to his customer's needs. 



    Email: Fred@yuaninsurance.com

Eric Cervantes

Customer Service Supervisor


Mr. Cervantes is a licensed CSR. He supervises our daily customer services activities,  coordinates workflows and resolves issues with customer complains and grievances.  He Speaks Spanish!






Sunny Sun

Customer Services Specialist

Ms. Sun  has been working with our agency since 2015.   She  is also a licensed CSR, and specializes on commercial property and health Insurance products. Ms. Sun  is knowledgeable and detail oriented.



Email: Sunny@yuaninsurance.com    

SALLY LI

Independent Insurance Producers


Mrs. Li is a versatile insurance producer. She has been with our firm for more than 10 years.  She posses in-depth knowledge in Life, Health,  Annuity, Commercial Property as well as personal Auto and Home.  She is an enthusiastic insurance producer and is an service oriented Agent. 

KC Chang, MA

Independent Insurance Producers

Mr. Chang  holds MA degree in accountant is also a licensed CSR. Mr. Change is knowledgeable in Life, Health, commercial and as well as personal Home and Auto products.  

He Speaks Taiwanese!




Email: KC@yuaninsurnace.com


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