Our Team


Sam Lotze

After graduating with a Bachelor’s Degree in Marketing from the University of Kentucky in 1993, Sam had a career in Sales & Marketing for over 10 years before affiliating with Allstate Insurance in April of 2004. Starting off as a brand new agent, he grew his business to over 600 customers in only 6 years.

In 2010, Sam sold his Allstate office and acquired Independent Agents of Kentucky, an independent insurance broker that allows him to represent multiple insurance carriers instead of being tied to only one company.

Sam is currently the Kentucky Representative on the Personal Lines Task Force for Erie Insurance.  He has previously been selected for the Agent’s Advisory Council for Safeco Insurance, the Board of Directors for the Middletown Chamber of Commerce, the Board of Directors at East Louisville Sports, and the Church Council at Middletown United Methodist Church. He has been married for over 25 years and has two children that are both active in sports.


Wayne Young

Wayne Young has been an agent since 1990 serving Kentucky and Southern Indiana.
After graduating high school he attended Western Kentucky University majoring in business
and from there he entered the United State Marine Corps, where he spent several years on active duty.
Upon leaving military service he returned home to Louisville and eventually entered the
Insurance field. He has completed the Life Underwriting Training Council (LUTC) and holds
several other certifications in the insurance field. He is a long time member of Highview Baptist
Church and has lived in Fern Creek for over 30 years. He has six grown children and is a grandfather to
seven grandchildren. He also has several pets and works with a couple of local animal rescues.


Ed O’Rourke – Exclusive Agent


Rhonda Roberts

Rhonda has three children and three grandchildren. She has a passion for all things Fitness and loves the outdoors. Rhonda moved to Southern Indiana from Atlanta, GA in 2006. She started in insurance at that time and has been with IAK since 2013. She is a key member of our Customer Service Team.


Michael Bacon – Commercial Insurance Account Manager


Phil Barber

Phil joined our agency in 2020 and currently serves as the Personal Lines New Business Specialist. Prior to joining IAK, he worked for State Farm and Globe Life where he provided home, auto, health, life, farm and commercial insurance coverage. Licensed in KY, IN, TN, NC and SC, Phil is able to help in many different parts of the country.

Phil is a graduate of University of Louisville’s engineering school and holds a Masters in Management from Rensselaer Polytechnic Institute. Prior to joining the insurance industry, Phil utilized his engineering and management background in operations including supply chain and logistics. He climbed the corporate ladder with various high level positions at Pratt & Whitney, Otis Elevator, and Terminix.

Phil splits his worship time with various members of his family, attending his home church of St Joseph in Bardstown, as well as St Frances in Loretto, KY, and Southeast Christian in Louisville. His hobbies include watching and playing basketball and tennis, time with family, and volunteering at the Lord’s Kitchen in West Louisville.


Sophia Crowe – Bookkeeper & Account Manager


Stephen Corey

After 37 years in the Insurance industry, Steve Corey retired in 2020. He now has more time to spend with his three grown children and six grandchildren. Plus, he continues to be highly involved in his church. We miss Steve’s expertise and sense of humor in the office, but wish him much joy and good health in his retirement!



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We're Moving

Our insurance agency is continuing to grow, so we are moving to a new location at 806 Stone Creek Parkway, Suite 1, Louisville, KY 40223. The new office is just off of S. Hurstbourne Parkway between Shelbyville Road and Interstate 64.

We will only be about 4-5 miles from the current office. All phone numbers, email addresses and other forms of contact will remain the same.

Our last day at the current office will be Wednesday April 14th. We will be moving on April 15th and 16th and then re-open at the new location on Monday April 19th. During the move, our access to email and Voicemail may be limited. However, if you leave a message, we should get back to you within 24 hours. Feel free to contact us if you have any questions. Thanks!