Katherine Ross, MLIS - USI Insurance Services

09/02/2026

Big news for USI, but even more importantly, an exciting development for the small to middle market businesses we serve.

Aon’s planned acquisition of USI brings together USI’s middle market focus and local advisory model with the scale, data, analytics and global resources of Aon.

For our clients, that has the potential to mean access to even broader capabilities and resources while continuing to receive the hands-on, relationship-driven service that is so important in our industry.

As businesses grow and their risks become more complex, the resources behind their insurance and risk management strategy matter. I’m excited about what this combination can make possible for our clients and the businesses we have the opportunity to serve in the future.

A pretty exciting next chapter for USI!

The insurance broker said the merger will create the premiere U.S. middle-market platform.

05/18/2026

Hard to believe it’s almost been 5 months since making the move.

One of the best parts of this transition has been getting to work alongside people who are genuinely invested in their clients, in each other, and in building something great together. Grateful to be apart of a team that makes coming to work every day enjoyable.

01/06/2026

For those that don’t know - I have accepted an exciting opportunity with USI Insurance Services in Louisville! Going forward, I will focus exclusively on business insurance, supported by tools and platforms that allow me to be more strategic and proactive for the organizations I work with.

I’m deeply grateful for my (almost) five years at Foundation and for the relationships and experiences that continue to shape me.

Thankful for where I’ve been and very excited for what’s to come! Happy New Year!

USI, a leading insurance brokerage and consulting firm, provides property and casualty risk management, employee benefits, personal risk, and retirement solu...