Insurance Investment Consulting McGee

About Us

Jeanne McGee

        Jeanne McGee has been President of Investment Insurance Consultants since its inception. Jeanne began her career in the insurance industry as an adjuster for USAA. At USAA, she served as a supervisor for claims in the New England Region. After leaving USAA, she spent over five years at Lindsey and Newsom as a licensed automobile, property, worker's comp and liability adjuster. While there, Jeanne was in charge of investigating circumstances involved with all types of claims. She documented and presented information secured for the insurance carriers they represented. Along with that portion of Jeanne’s responsibilities, she was also trained to review policy provisions and coverage questions.

        In 1986, Jeanne began working as a licensed insurance agent with Patrick Insurance Agency. While in this role, she specialized in working on claims, and as a property and casualty underwriter for personal and commercial insurance. Eventually, Jeanne became Office Manager of Patrick Insurance Agency and served in that capacity until it was sold. In addition to managing the day to day operations of IIC, Jeanne currently uses her years of experience in the insurance industry to review and recommend coverage for clients while also assisting clients with potential claim questions.

        In addition, Jeanne also has 20+ years’ experience in the real estate investment and management fields, both residential and commercial. Her hands on experience and expertise are used to pass on valuable information regarding rental procedures to members of Investment Insurance Consultants.

Michael McGee

        Michael (Mike) McGee has been working in the financial and insurance industries for over 30 years. He began his career working at a national insurance company selling property and casualty insurance. In 1978 Mike founded Investment Insurance Coordinators, Inc. to provide financial and insurance advice. Mike became a partner at Patrick Insurance Agency in 1981 and became President in 1983. He continued selling property and casualty insurance along with his other financial service responsibilities until 2000. In that year the property and casualty portion of the business was sold so he could concentrate on the field where he enjoyed the most success, comprehensive financial services and risk management.

    Years of work in both the financial and insurance industries have given Mike an expertise and unique insight few other advisors possess. This is reflected in the proficient and valuable service he offers to his clients.

     In the year 2000, Investment Insurance Consultants was founded. Through this company we not only review and recommend changes to your current property and casualty insurance, we can evaluate how real estate may enhance your portfolio, along with determining what risk management strategies may be realistically implemented to protect you from unforeseen liabilities and exposures. These services are provided using varying techniques based on your life circumstances. Investment Insurance Consultants is well recognized for working with doctors and other self-employed professionals to enhance and fine tune their practice management strategies.

    Mike holds several designations and is highly qualified in each of these fields. His designations include RHU (Registered Health Underwriter), CIC (Certified Insurance Counselor) and CEP (Certified Estate Planner), CSA (Certified Senior Advisor) and CPIA (Certified Professional Insurance Agent). Mike is also a licensed Risk Manager, along with being licensed to sell Life, Accident, Health, HMOs and Property and Casualty Insurance.

    Since 1985 Mike has been continually invited as a guest lecturer by the University of Houston where he instructs and educates future professionals on all forms of financial services (including real estate, business management, business succession planning and advertising) and insurance structuring. Mike is documented as having received the highest evaluations of all guest lecturers over the past 20 years.