Eton Bridge Insurance & Financial Solutions

Highlights

• Holistic Concierge Service
• Risk Management Expertise
• Tailored Insurance Programs
• National & International Coverage

Sherri Asadi founded Eton Bridge Insurance & Financial Solutions in 2013 to assist clients with comprehensive solutions for their financial and insurance needs. Sherri, who has worked in risk management for nearly three decades, draws upon an array of professional talent including accounting and estate planning. Prior to establishing her firm, she earned a degree in risk management from New York University and held leadership positions with national and international corporations including Universal Studios, State Farm and Hilb Rogal and Hamilton.

What inspired you to pursue this profession? 

My husband was an international executive. While traveling for his company in a taxi from the airport, he was hit by an intoxicated driver. This eventually ended his life and the lives of several others. I had to go up against the insurance carriers and battle for his entitlements. It was shocking to experience the immense complexities and trials I had to go through to ensure his rights and care. My family survived economically because of my education and perseverance. 

I realized how horrific it is for people who navigate these life-changing situations without an educated advocate. Out of my traumatic experience I created Eton Bridge, a company whose primary mission is to protect people from the unexpected disasters we don’t want to think about and to ensure that insurance carriers live up to the letter of their contracts. It is said that something good must arise from the worst situations.  

What is your area of expertise? 

My work is about protecting my clients and their families as well as their hard-earned generational assets and wealth. I specialize in synthesizing complex, multidimensional information to develop actionable, effective solutions for intricate challenges.

What’s the most valuable lesson you’ve learned from advising others? 

That one must understand the myriad of facets that impact another—their priorities, lifestyle and demands set upon them—to truly offer meaningful advice. You must walk in their shoes and comprehend their reality. 

How do you balance providing advice with respecting a client’s values and preferences?

To provide guidance, I start by deep listening. I take time to understand my client’s priorities, lifestyle, fears and motivations. I ask open-ended questions and listen for the values beneath the words—for example, a preference for stability, privacy or legacy. I pay close attention to and respect cultural, spiritual or personal sensitivities. I summarize their priorities back to them to confirm that I understand what truly is valuable to them. I look to involve them in crafting the risk plan by laying out all the options, features and benefits with full transparency. To inform and educate is the goal. To empower, not to dominate.

What is your advice for your younger clients?

Live your life with intention. Start early building a foundation that is strong, grounded and true to who you are. The choices you make today shape the freedom you’ll have tomorrow—or lack thereof. Remember that working for the corporate world isn’t the only path to success. There is incredible fulfillment in creating something of your own—in harnessing your entrepreneurial spirit, thinking beyond convention and daring to take calculated risks. Small ventures can become great legacies when fueled by vision, resilience and heart. Be the architect. Lay your plans, and put the right tools to work for you.

Tell us something unique about yourself that others may not know. 

Having lived through great hardship myself, I’ve come to understand deeply and personally the many forms adversity can take and the lasting ways it can affect every part of a person’s life. That experience has shaped in me a rare ability to recognize not just the practical but the emotional and human dimension of loss and uncertainty. Out of that understanding, my mission was born to help defend the legacies built, to anticipate and mitigate the devastation that unforeseen disasters can bring, and to give people the strength and tools to rebuild their lives.

What is your definition of success?

Success is the ability to meaningfully safeguard the security, dignity and aspirations of others by using my knowledge, integrity and foresight to preserve what they’ve worked hard to build and what they hope to achieve. Success is the trust I inspire, the peace of mind I provide and the resilience I help others to maintain in the face of uncertainty and catastrophe.

Photographed by Steven Miller