Oakbridge partners with Larry S. Helms & Associates

Oakbridge Insurance has partnered with Larry S. Helms & Associates Insurance Services, a commercial and personal lines agency serving the Charlotte, North Carolina, market.

Larry S. Helms & Associates specializes in areas including construction and collector vehicles. The agency manages one of the region’s largest Hagerty portfolios focused on high-value collector automobiles.

The partnership gives the agency access to Oakbridge’s specialty resources and carrier relationships while preserving its local leadership and client relationships.

“As underwriting becomes more selective across the industry, agencies with defined expertise and strong carrier alignment are best positioned to protect their clients. The partnership with Helms reflects our shared belief in disciplined risk management, thoughtful preparation, and long-term responsibility. It’s an investment in teams that have proven they can navigate complexity with consistency.” – Matt James, Chief Executive Officer of Oakbridge.

“Our clients depend on us to anticipate market shifts and structure insurance programs that endure. Partnering with Oakbridge enhances our ability to negotiate effectively, access broader specialty insight, and collaborate with like-minded professionals, while keeping leadership, relationships, and responsibility rooted right here in the Charlotte area.” – Steven Helms, Principal of Larry S. Helms & Associates.