"There are no traffic jams along the extra mile."
- Roger Staubach
Ed Carey – Principal Agent
Ed is the founding principal of Carey Insurance LLC. Prior to that, he was President of CIP Capital Management, Inc., a $36 million technology-based private equity fund. Ed received his core experience as a CPA and manager in the Accounting and Auditing Department of Mathieson Aitken Jemison, LLP, a regional public accounting firm. He primarily served privately held companies with up to $100 million in revenue in the real estate development, publishing, insurance, architectural, construction and manufacturing industries. In addition, he has extensive experience in corporate, partnership and individual tax planning. Ed received a B.B.A. from Temple University in Business Management and Accounting with a minor in Economics.
Ed specializes in commercial insurance for the construction industry; utilizing his financial experience to help his clients achieve their financial, growth, and operational goals. Many of Ed’s clients consider him a trusted advisor and friend whom they can count on for an honest opinion and to do the right thing.
Ed is a U.S. Army veteran and has two step-sons, with whom he enjoys playing hockey and golf. He is an avid cyclist and enjoys biking throughout Bucks County.
Donna Spatz – Agent
Donna is a licensed agent at Carey Insurance with 28 years of experience in the insurance industry. She graduated from William Tennent High School and holds a paralegal certificate from Penn State, Abington Campus. Prior to joining Carey Insurance, Donna worked at her family's agency, The Goldsworthy Agency.
Donna specializes in all aspects of personal insurance. Her experience enables her to assess her client’s needs and write policies that not only protect their assets, but are also cost-effective. Donna has many long-standing clients who rely on her insight and expertise.
Donna is active in local charities, and has been on the Board of Directors of the Warminster Rotary Club, and the Bucks Mont Chamber of Commerce. She has participated in numerous fundraising events for members of the local community. In her free time, Donna enjoys reading and relaxing with her family and friends.
Lori Peters – Agent
Lori is a licensed insurance professional with 12 years of experience in the insurance industry who joined our team January 2017. She is a graduate of Central Bucks High School and has a B.S. from Penn State University.
Lori specializes in both business and personal insurance. She educates her clients while finding the best available products to precisely fit their needs at the lowest possible cost. Lori’s experience, product package knowledge and business IQ make her a perfect fit for small business owners who value quality service.
Lori was born and raised in the Bucks County area. She lived in Baltimore Maryland for 10 years and returned in 2013 with her husband and 3 children. Lori enjoys being back with her family and friends, loves to dance, snowboard, relax and laugh.
Jennifer Costello – Customer Service Agent
Jennifer is a licensed agent with 11 years experience in the insurance industry and has been servicing Erie Insurance policyholders since 2008. She is a graduate of Council Rock High School and attended Bucks County Community College for early childhood education.
Her experience covers personal lines insurance that include auto, home, condominium, renters and umbrella policies. Jennifer values her clients and treats each person as family while providing the reassurance that their needs have been addressed after each and every encounter at the lowest possible cost.
Jennifer is a life-long resident of Bucks County, Pennsylvania. A loving wife and mother, she enjoys baking, scrapbooking and camping with her family and friends.