BUILT FOR COMPLEX, HIGH-VALUE LIVES

About Canterbury Capital Insurance Company

From military service to legal service

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ENTERPRISE EXPERIENCE, APPLIED TO YOur lifestyle

We've Seen Risk From Every Side of the Table – Personal & Business

Most insurance conversations start with a quote. Ours start with a question: what would actually happen if something went wrong? Insurance is one tool within a comprehensive risk management strategy, not the whole strategy, and treating it that way changes everything about how we work with you. We look for the gaps before we ever talk coverage, then bring you options from across the marketplace instead of a single carrier's product line.



That approach grew directly out of Canterbury Capital Wealth Management. As the wealth practice grew, it became clear that insurance handled separately from a family's broader financial picture was a gap in itself, so Canterbury Capital Insurance was built to close it.

A Law Practice Built on Purpose

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We take a rigorous approach to understanding your personal and commercial risk before we ever quote a policy, that's what an insurance-first strategy actually looks like.

Meet the team

The People Behind Your Protection

Canterbury Capital Insurance is led by Shawn Nelson, who brings over a decade of enterprise carrier experience from USI, Liberty Mutual, and State Farm to every client relationship. That background shapes a team that approaches insurance the way a risk manager would, looking for what could go wrong before recommending how to cover it.

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Shawn Nelson, CPRIA

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Manav Patel

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Anthony Cally, CPRIA

A PROCESS BUILT ON DISCIPLINE

How We Work with You

We follow the same four-step process with every client, because consistency is what makes a risk assessment actually mean something.

  • Step 1: Risk Assessment

    We start by identifying what you own, how you live, and where a standard policy would leave you exposed, before any coverage is discussed.

  • Step 2: Design & Recommendations

    We bring you options from across the marketplace, matched specifically to the gaps identified in your assessment.

  • Step 3: Implementation

    We build and put your coverage in place, coordinated with your broader financial picture where applicable.

  • Step 4: Strategic Planning Reviews

    Your life changes, and your coverage should keep pace. We review your policies annually so protection never quietly falls behind.

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Integrity, Empathy & Accountability in Every Case

Coverage Built for What You've Actually Built

  • Guidance with integrity

    Tom approaches every case with honesty and transparency, ensuring clients always understand their options and next steps. His background as a former district attorney and JAG reinforces his commitment to ethical, disciplined representation.

  • Empathy through experience

    Having served both in the military and the local community, Tom understands the human side of legal challenges. He provides steady, compassionate guidance to help clients make confident decisions in difficult moments.

  • Accountability that earns trust

    Whether through family mediation, estate planning, or veterans’ advocacy, Tom believes in direct communication and clear follow-through. His certifications and professional affiliations reflect a lifelong dedication to serving others with care and precision.

Canterbury Capital Insurance works with established individuals, families, and business owners whose personal and professional risk goes beyond what a standard policy is built to cover. Whether you're protecting a home, a collection, a fleet, or a growing business, our clients share one thing in common: they need coverage shaped around what they've actually built, not a policy pulled off the shelf.


Many are also existing clients of Canterbury Capital Wealth Management, looking for insurance that works in step with their broader financial plan.