Jeffery L. Steed is President and Co-Owner of CWI Insurance. He joined the agency in 2000 as Vice President. He came to CWI Insurance with a wealth of insurance experience spanning 16 years. He has owned and operated the Agency for over 18 years along with Richard Dawn (now retired) and Jake Grover (the current Co-Owner).
Jeff has been in the insurance industry for many years, beginning when he was a teenager with Transwestern General Agency. Jeff’s extensive background in commercial lines includes underwriting, marketing, training, and management experience. He has worked on both the agency and the company sides of insurance. As a Property and Casualty Underwriter with Transwestern General for nine years, he achieved the strongest volume growth in company history. He also maintained and encouraged customer loyalty through the courteous and efficient resolution of disputes. He was a Branch Manager at Hull & Company in Las Vegas from 1994 until 1995 and then returned to Transwestern General Agency as a Sales Representative/Field Underwriter/Agency Manager in Arizona and held that position for five years. During this time, he developed and implemented field underwriting procedures and techniques to grow the Hawkeye Insurance Company's presence in Arizona.
Jeff understands the insurance industry – the coverages and the contractual requirements. He also has over 18 years of experience in assisting clients in setting up their bond lines and growing clients along with their bonding requirements. He works on developing relationships with both the client and the underwriters, and his goal is to provide outstanding service by determining the proper insurance coverages and bonding that best fit the needs of each client.
Jeff has lived in Cave Creek, Arizona area for over 20 years where he and his wife Valerie have raised their two sons. Jeff and Val are active in their community and serve in their church. In his personal time, Jeff and Val enjoy boating, wake-surfing, snow skiing, fly fishing and traveling.
Jake Grover is an Arizona native who loves the outdoors and just about any extreme sport possible. He has spent most of his adult life building companies from the ground up and has equipped himself with valuable information on how to be a successful business owner. For the past nine years at CWI Insurance Jake has specialized in the Commercial Property and Casualty Markets with a focus on Bonding. His experience in contractual liability, risk transfer, and business finance allows him to advise his clients in a sophisticated manner. Jake is currently the Vice President and partner at CWI Insurance.
Ronda Epperson is the Office Manager at CWI Insurance and has been with the agency since 1992. She received an Associate Degree in Business from Brigham Young University in 1976 and has also worked as a legal assistant and had her own catering business.
When she is not working, Ronda enjoys gardening, cooking, walking, and antiquing. She enjoys spending time with her family and loves being a grandma.
Lori Spelde has worked in the insurance industry since 1993. She started her insurance career in Northern California. Lori’s desire for knowledge moved her from front desk receptionist/mailroom clerk to Commercial Lines Account Manager within 3 years. She moved to Arizona in 2001 where she worked at The Arizona Group. In 2004, she had the opportunity to become a Senior Account Manager for USI Insurance Services, LLC. She spent 13 years at USI, primarily working with large construction, technology, non-profit, and real estate accounts. Lori joined CWI Insurance in August of 2017.
In her free time, Lori enjoys, cooking, entertaining, spending time with friends and family. She also enjoys reading, movies, and traveling.
Commercial Lines Account Manager
Office: 480-961-5400 x 204
Libby McGrellis is an Arizona native and has been in the insurance industry since 1986. She started in the mailroom and moved into different positions throughout the years eventually landing in the account manager position.
Libby originally joined CWI in 2015 and left in 2017 to pursue a different opportunity. She recently rejoined CWI in 2021.
In her free time, Libby enjoys shopping, spending time with family and friends, and reading.
Sarah Smith graduated from Arizona State University in 2010 with her Bachelor’s Degree in Business Administration. She began her insurance career in 2012 when she began working for an insurance company on a temporary basis handling personal insurance claims after Hurricane Katrina. Sarah knew she was intrigued and knew she wanted to continue her career in the insurance industry. In 2013, Sarah started working at Swett & Crawford in Scottsdale, AZ. She started out as the front desk receptionist, but within a short time was able to take on more tasks as a Technical Assistant. In 2014, Sarah joined the Arizona Group in Gilbert, AZ. She started as a Commercial Lines Technical Assistant and within this time she obtained her P&C license and her CISR designation. Sarah went on to become a Commercial Lines Small Business CSA. In 2018 Sarah joined CWI Insurance Agency as an Account Manager.
In her free time, Sarah loves extreme sports and camping. She also enjoys spending time with her husband and their children, as well as her large family and friends.
Brent Dunville grew up in the Chandler/Gilbert area. He started his insurance career in 2016 as a personal lines producer after returning to Arizona from a church mission in Charlotte, North Carolina. He moved to North Carolina in 2018 and began working in commercial lines production. He became the top salesman at the agency within 12 months and continued to grow his book. Brent and his wife moved back to Arizona in April 2020 after their son was born. He continued to develop his commercial lines skills and then accepted the position at CWI as a commercial lines account manager. In his free time, he enjoys spending time with his wife and son, hunting, hiking, and woodworking.