About Us
As one of the oldest agencies in Texas, we have been advising on risk and providing insurance and bonding solutions for over a century. Throughout our history, quite a lot has changed. What hasn't changed is the philosophy that our greatest asset is our employees. The average years of service for our personnel is over 15 years with some being with the agency for nearly 40 years. While we've seen many of our peer agencies sell to larger organizations, we have stayed the course of being 100% locally owned to provide you with the accessibility and service of a truly independent insurance agency. We've certainly come along way since 1883 and we owe much of our success to the steadfast relationships we have with our employees, clients, and carrier partners.
We have offices in San Angelo and San Antonio, Texas and are licensed in over 30 states to serve the needs of our clients whose business takes them far away from home or has a business far away from our home. Our resources allow us to advise clients on many issues including, but not limited to, Workers Compensation Statutes, license and permit requirements, Statute of Repose for construction contracts, and labor environment inside and outside of Texas.
Meet Our Team
Joe O'Connor
Managing Partner
Upon graduation in 1981 from the University of Mississippi with a major in Insurance, Joe became an Underwriter with USF&G in Dallas. In 1984 he moved to San Angelo, TX and became a producer for Trimble-Batjer and in 1985 was brought in as a Partner. Joe was active in many civic and charitable organizations within the community. In 1993 Joe expanded the business with the opening of the San Antonio office. Along the way, he earned his CIC designation. In 2004, Trimble-Batjer joined the K&S Group and Joe has been on the Executive Committee for the past 12 years. After 29 years in San Angelo, Joe moved to San Antonio in 2013 to further serve clients.
Paul Adam
Sr. Partner
Paul Adam graduated from Angelo State University in 1983. He began his Insurance career through a partnership with Trimble Batjer and the Aetna Prime Agent Development Program. In 1993 he was designated a Certified Insurance Counselor and licensed Risk Manager. Paul Adam became a partner in the agency in July of 1997. Paul currently serves on the Board of Directors for Rio Concho, Inc. Paul and his wife, Sharla, raised their family in San Angelo and Wall communities. They are active members of PaulAnn Church; leading small groups and serving on mission trips locally and abroad.
Casey Puckitt
Partner
Casey graduated from Texas Tech University in 2007 and began his insurance career in Dallas. In 2012, he and his wife, Berkeley, moved to San Angelo and he joined Trimble-Batjer. Casey is an Elder and past Deacon at First Presbyterian Church, a Director of the Texas Sheep & Goat Raisers Association, and Chair of the West Texas Boys Ranch Foundation Board. Casey was a graduate of Leadership San Angelo in 2013 and selected for the Class of 20 Under 40 in 2016. In his free time, Casey enjoys helping on his family’s ranch in Water Valley and spending time with his kids, Sadie and Jones.
Alan Sisk
Partner
Alan joined the team in 2019 and has been in the insurance industry since 2007. His focus will be on strategic growth and development within the San Antonio office. While he does not limit himself to a specific industry, Alan specializes in the construction, surety, manufacturing, life science, and non-profit industries. Prior to joining, Alan was a partner of an independent insurance agency in Nashville, TN. While in Nashville, he was a board member of the Insurors of Tennessee and a past Young Agent of the Year recipient. Alan was also on the board of directors for the Nashville Sports Council and served as a subject matter expert in insurance and bonding for the Nashville Business Incubation Center.
Alan is a Tennessee native but decided it was time to get his wife, Clara back to Texas. He earned his B.S. in Business Marketing from University of Tennessee at Chattanooga. Alan enjoys golf, fitness, traveling, and pulling for the Atlanta Braves and UT Vols.
Resources
Core solutions include:
- Business Solutions: We can design a specialized package according to your property, liability, and casualty needs. We are also proactive in identifying any factors that may increase your premiums or change your risk, and provide consulting and risk management options to protect your business.
- Surety and Bonds: We specialize in providing small and large businesses with the following types of bonds: Contract Bond, Subdivision Bonds, Commercial Surety Bond. License & Permit Bonds and Court Bonds.
- Employee Benefits:
- GROUP: Group Dental Insurance, Group Disability Insurance, Group Health Insurance, Group Life Insurance, Group Vision Insurance, Health Savings Accounts (HSA),
- INDIVIDUAL: Individual & Family Health Insurance, Individual Dental Insurance, Individual Disability Insurance, Individual Life Insurance
- Personal Solutions: Auto Insurance, Boat & Watercraft, Flood Insurance, Homeowners Insurance, Individual Annuities, Individual Dental Insurance, Individual Disability, Individual Health Insurance, Individual Life Insurance, Individual Vision Insurance, Jewelry Floaters, Landlord Insurance, Manufactured / Mobile Home, Medicare Supplements, Motorcycle Insurance, Personal Umbrella, Recreational Vehicle, Renters Insurance, Retirement
- Farm and Ranch Solutions: Representing virtually all farm & ranch insurance carriers in Texas, our policies offer many coverage options so you can balance how much risk you're willing to assume with the premium you're willing to pay. Most Texas farm and ranch policies cover:
- Home protection - in the event of wind, fire or hail
- Home belongings
- Liability protection
- Injury to another person or property damage
- Livestock
- Legal defense
- Can also cover barns and other structures
- Risk and Claims Management
- Claims Management via our in-house claims department
- Light Duty & Return to Work Programs
- Large Deductible Plans
- Retrospective Rating Plans
- Safety Management Consultants via K&S Group, Inc and Carrier Partners
- Cybersecurity Assessment via partnership with Osi Vision, Inc.
Key verticals: We serve clients across a variety of industries, but have experts who specialize in Construction, Oil and Gas, Farm and Ranch, Life Sciences, Manufacturing, Nonprofits.
EXPERT EDUCATION
Events and Webinars
Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
October 22, 2025 at 12:00 pm CT | Virtual
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Employee Benefits
Q4 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
November 4, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
2025 Leave Report: Insights to Guide 2026 Leave Planning
Explore Alera Group’s 2025 Leave Report. Benchmark PTO, parental leave, and holiday policies to strengthen employee retention and recruitment as you plan for 2026 and beyond.
October 1, 2025
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Property and Casualty
Alera Group’s 2025 Property and Casualty Market Update
Alera Group’s 2025 Property and Casualty Market Update, designed as a bridge between Alera Group’s annual Market Outlooks — provides insight into pricing, coverage availability, market capacity and underwriting trends for the balance of 2025.
August 1, 2025
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Employee Benefits
Legal Alert: IRS Issues Affordability Percentage Adjustment for 2026
The Internal Revenue Service (IRS) has released Rev. Proc. 2025-25, which contains the inflation adjusted amounts for 2026 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility provisions and premium tax credit program.
July 23, 2025
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Legal Alert: Enforcement of the HIPAA Reproductive Health Care Privacy Rule Vacated Nationwide
On June 18, 2025, a federal district court in Texas vacated a significant portion of the HIPAA Privacy Rule to Support Reproductive Health Care Privacy (“Final Rule”), which was implemented on April 24, 2024, on a nationwide basis. The Final Rule, which was implemented in response to the U.S. Supreme Court’s decision in Dobbs v. Jackson Women’s Health Organization (effectively overturning Roe v. Wade), was intended to protect the ability of individuals to receive reproductive health care when the care is provided lawfully under the circumstances without risk of an individual’s identity or health information being disclosed for purposes of state criminal, civil or administrative investigations (or for imposing liability related to lawfully providing or obtaining reproductive healthcare).
July 21, 2025
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