A native of El Paso, Principal Shane Lipson has almost 20 years of experience in business operations and insurance. He began his career as a management consultant working with global corporations to streamline processes and improve their business strategies. Shane then chose to specialize in the insurance industry, leading to roles at two of the largest brokers in the world – Marsh and Willis. There, Shane was part of core operations teams that focused on improving customer support processes.
After spending 20 years in the northeastern United States, Shane decided it was time to return home to El Paso, and in 2010 formed Mt. Franklin Insurance. Shane says “with the Meridian merger, we are thrilled to become the largest, locally owned independent agency in El Paso. Today, I enjoy applying my years of large corporate insurance experience to help clients evaluate and manage their risk, no matter the scale of their needs.”
Shane holds insurance licenses in the states of Texas, New Mexico, and New York. He has achieved the distinguished Certified Insurance Counselor (CIC) and Associate in Insurance Services (AIS) professional designations.
Shane is married with two sons. He holds a flight instructor certificate that he uses to teach others and fly missions on behalf of the Civil Air Patrol.
I am an El Paso native and I love to see the how much our city has grown. I am here to provide our customers with excellent service and meet their insurance needs. My goal is to build long lasting relationship with all of them. I love my job!
With more than 30 years of experience in the insurance industry, Principal Bill Carvajal is a second-generation El Paso businessman. Bill learned the marketplace by working with his father at Associated Insurance Agency (AIA). There, he built his knowledge and honed his skills in order to provide his clients with the right products and services.
In the 1990s, Bill grew the business into the third-largest insurance brokerage in El Paso by acquiring other agencies such as J. Paul Henderson and Pineda-Roedehaver. This success led Brown & Brown, one of the top 10 national brokerages, to purchase AIA and appoint Bill as head of the El Paso branch.
In 2010, Bill became a founding member of Mt. Franklin Insurance. In forming Mt. Franklin, Bill said, “I am excited for this opportunity that allows me to return to my roots and spend more time on the aspects of my job that I love: strengthening the El Paso community by building relationships and delivering services that make our client’s businesses more secure.”
When Meridian merged with Mt. Franklin in March 2017, it was like coming home for Bill, as Meridian originated from the agencies Bill led prior to forming Mt. Franklin.
Bill holds insurance licenses in the states of Texas and New Mexico and he has also achieved the distinguished Certified Insurance Counselor (CIC) designation. Bill is married with one son and enjoys spending his free time in the outdoors of West Texas.