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Joe Surell


Joe Surrell has over 25 years of financial and insurance experience. He concentrates on helping physicians assess their insurance needs and provides them with options to help maximize their level of protection in all areas of their practice.

Joe is an approved member of the Physicians Benefit Network (PBN) and has access to several exclusive marketing agreements with national associations for specialty-specific disability insurance.   Joe attended the University of Louisville and majored in Communications.

Joe lives in Louisville, Kentucky with his wife Barbara and their Australian Sheppard, Dixie. They enjoy spending time at their cabin in the Red River Gorge with their children and grandchildren.

Top CliftonStrengths

  • Empathy
  • Activator
  • Responsibility
  • Positivity
  • Belief


My wife and I have our grandkids spend the night every Sunday. Playing golf, running, fishing and spending time with our family at our cabin in the Red River Gorge in eastern Kentucky.

Favorite Quote

“The tighter you squeeze, the less you have.” – Thomas Merton

Fun Fact

I’ve run 2 full marathons after age 55 and 15 half marathons.

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