Who We Are

It Should Still Start With a Handshake

We still believe in meeting people face to face and that all meetings should still start with a handshake. We also still believe that you are not merely a stack of data and there is no computer program on earth that can emulate the human experience. We further believe that insurance is fundamentally human in nature and should therefore remain a fundamentally human endevour. In other words, because Insurance actually addresses the most important of human matters, life and health and death, it is not something to be tinkered at on your laptop at 3am. Contact us now and let’s arrange that first handshake.

Contact Us

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Our Mission

The Aggregate Way

We provide our clients with the peace of mind which comes with professional wealth strategies and insurance plans. We achieve this by consistently striving to be the most knowledgeable representatives in the state of New Hampshire. Our comprehensive knowledge allows us to develop professional solutions using the most innovative products available.

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Clients First

We recognize and celebrate the fact that the success of our clients dictates the success of our enterprise. We believe that if we continually achieve positive results for our clients then positive outcomes for our business will follow. We know that if we act in accordance with our clients’ best interests we can accomplish great things.

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The Road Less Traveled

We choose to operate independently. While many of our competitors choose an easier, captive environment, we believe that our independence gives us the greatest potential to outperform in every market sector. When we outperform our competitors, our clients experience the greatest benefits. Achieving the best on behalf of our clients is our primary mission.

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Distinctive Products, Expert Strategies

We continually research, educate, evaluate and adapt in order to accomplish this goal. Continuing Education is not a burden in our eyes, it is a responsibility we value highly and pursue rigorously. Additionally, we are committed to fostering strong, ongoing relationships with the entire range of leading providers and vendors; there is no avenue we will not explore. We are committed to providing custom tailored solutions for each of our clients.

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Integrity Always

Period.

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Continual Growth

In order for our clients, and ourselves, to continue to recognize positive outcomes we must grow our business. We appreciate the value of setting and achieving goals. We are motivated by the promise of a better future and measure our ongoing progress by our current achievements.

The Partners

The Aggregate Advisors Founders

Eric Bahr

Eric is responsible for the strategic direction of Aggregate as well as working directly with clients and vendors.

Eric has spent the past 30 years working in a variety of Sales, Marketing and Manufacturing roles in the Insurance, Securities, Chemical, Plastics and Wire industries.

Eric holds a BSBA from The Ohio State University and has also earned an MBA from Southern New Hampshire University.

Eric is a licenced insurance agent in New Hampshire, Massachusetts, Maine and Florida.

Brendan Casey

Brendan is responsible for the tactical development of Aggregate, including product implementation, client acquisition/retention, and agent recruitment and sales.

With more than a decade of experience in back office support, Brendan has an in-depth knowledge of compliance regulations, sales support, and customer service expertise.

Brendan holds a degree in Business Management from Arizona State University’s W.P. Carey School of Business and is a licensed agent in the state of New Hampshire, Massachusetts, and Maine.

Karen O'Connell

Karen is responsible for marketing and communications.

With over 25 years of business and creative experience, Karen specializes in corporate start-up and enterprise organization having successfully managed several start-ups in the High-tech, Construction and Retail Sales industries. Karen also has experience in Human Resource Management and Benefits Administration in the Health Care industry.

Karen holds a BFA from Syracuse University and a Master’s Degree in Education from National University San Diego as well as a New Hampshire insurance licence.