Experience

First Financial Resources

• United States
• Financial Services
• 1 - 100 Employee

• Recruiter

  • May 2022 - Present

  Houston, Texas, United States First Financial Resources (FFR) is a producer group founded in 1987 and solely owned by its member advisors and based in Irvine, CA. We provide your business with a perfect combination of independence, support and control. FFR provides it's member advisors with access to insurance-based products, tools and resources for the high net worth and/or business client. FFR also focuses on expertise, resources and training to elevate the professional knowledge of the advisor's staff to help create a… Show more First Financial Resources (FFR) is a producer group founded in 1987 and solely owned by its member advisors and based in Irvine, CA. We provide your business with a perfect combination of independence, support and control. FFR provides it's member advisors with access to insurance-based products, tools and resources for the high net worth and/or business client. FFR also focuses on expertise, resources and training to elevate the professional knowledge of the advisor's staff to help create a better experience for the financial services' client. Show less



Gallagher

• United States
• Insurance
• 700 & Above Employee

• Brokerage Consultant - Life Insurance and Annuity Brokerage at AJ Gallagher

  • Dec 2021 - May 2022

  Greater Houston Although Premier’s structure has proven successful in working with top-level advisors, our true value is the willingness and ability to customize that process to meet the unique mission of each advisor’s firm. We will first meet you and your firm in order to gain a true understanding of who you are. Then blueprint and strategize with you a structural design for your dedicated brokerage team. This value-added approach allows you to increase business while remaining consistent with your core… Show more Although Premier’s structure has proven successful in working with top-level advisors, our true value is the willingness and ability to customize that process to meet the unique mission of each advisor’s firm. We will first meet you and your firm in order to gain a true understanding of who you are. Then blueprint and strategize with you a structural design for your dedicated brokerage team. This value-added approach allows you to increase business while remaining consistent with your core values. We are uniquely different from other brokerage organizations in the industry—our staff is comprised of 30 team members yet they work exclusively with a small group of quality relationships. This ratio allows us to exceed service expectations and build relationships with our partners. Your dedicated team would consist of a Sales Director, Case Design Specialist, Case Manager, Underwriter, and Licensing Coordinator. The synergy of your team is what makes Premier’s model so successful. The team approach allows us to work closely together on every case, using individual expertise to complete the circle of success on each transaction. Our relationship with our carriers is an essential component of their unique success. The industry’s top carriers have a core understanding of the Premier model, expectations, and service standards. Above all, they know that our success depends on the value they provide to their advisors based on knowledge, integrity, excellence, teamwork, and all of our ability to deliver. Show less



Pacific Life

• United States
• Financial Services
• 700 & Above Employee

• Regional Vice President

  • Jul 2017 - Dec 2021

• Field Vice President

  • Jul 2009 - Dec 2021



Aviva

• United Kingdom
• Financial Services
• 700 & Above Employee

• Director Of Sales

  • Apr 2009 - Jul 2009



Genworth

• United States
• Insurance
• 700 & Above Employee

• Sales Vice President

  • Aug 2006 - Apr 2009



Crump Life Insurance Services

• United States
• Insurance
• 500 - 600 Employee

• Vice President

  • Feb 2003 - Aug 2006



First Institutional Marketing, Inc. (FIMI)

• Regional Sales Manager

  • Nov 1998 - Feb 2003



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Agent

  • Aug 1997 - Nov 1998