Stephen began his insurance and financial planning career at what is today Thrivent. Within two years, he became their top producer. He subsequently went into management and created an Agency for Thrivent in the southeast US. He also graduated from the College for Financial Planning and became a CFP, having taken courses at Vanderbilt.
Stephen eventually created his own financial planning firm which included over 100 financial advisors across the country and 24 home office employees. During this time he also became a guest expert on regional FOX, CNN, Bloomberg TV, CBN and hundreds of radio programs. In 2009, Stephen was also inducted into the State of Alabama Sports Hall of Fame for his running accomplishments while at the University of Alabama and later on as a member of NIKE’s elite racing team.
Stephen’s passion now is to help property and casualty agencies succeed in adding substantial revenue and value to their image by partnering with his expertise. P&C Agencies have a treasure trove of opportunity with their clients that most do not even see. Stephen works very personally with each agency to increase their revenue while not adding any encumbrance.
“It is truly rewarding to work with my P&C agencies to help them grow in revenue, persistency and image in their community without asking them to take on additional overhead.”
Stephen has authored four books (amazon.com) including Money on Loan From God and his most recent It's More Than Just a Race.
Mark started his life insurance career with a captive insurance company and often led the agency as one of the top producers. It soon became apparent that to best serve his clients, that he needed more than one option to offer. At that point he became independent offering his clients financial products and life insurance from many different companies.
He later created a firm which wholesaled life insurance products from numerous insurance companies to independent agents throughout the country. This ultimately led to working specifically with P&C agencies affiliated with Insurors of TN and PIA of TN to provide life insurance to their clients.
There is a tremendous need for unbiased, qualified information regarding life insurance. One can only make an informed decision once all relevant information is available. As such, in working with P&C agencies, that is exactly what Mark does.
Mark has extensive expertise and experience working with P&C agencies and their clients which benefits both the client and the agency. The client gets what they need and want and the agency has an additional sale and increased revenue and provides additional risk management services to the clients.
“I truly enjoy talking with people and determining what they need and want and what their goals are and how life insurance benefits them in meeting their needs and goal”.
Mark in married with 4 children and has 5 grandchildren. He enjoys spending time with his family, running, elk hunting, backpacking, and skiing in Montana and is involved with his church.
or Phone: 615-308-8658
or Phone: 615-289-7760