Hire Top Agent

Lisha Walston

Certified Enrolled Agent with background in broad spectrum of tax services. Experience includes preparation of federal and state individual income tax returns, representation before IRS for audits and collections, and advising businesses on tax benefits. Strengths include strong analytical skills, effective communication, and deep understanding of complex tax laws. Noteworthy impact made by identifying potential tax credits and liabilities, ensuring accurate reporting to minimize client's financial risks.

ROBERT GONZALEZ

Licensed Life & Health Insurance Agent with a strong foundation in sales, customer engagement, and business development. Proven ability to build trust, educate clients, and drive results. Experienced in outreach, lead generation, and exceeding goals. Ready to contribute immediately within a growth-focused insurance agency.

Mistie Long

Experienced insurance agent and business owner with a strong background in policy administration, underwriting coordination, and claims follow-up. Known for clear communication, personalized service, and accurate quote preparation. Focused on helping clients choose the right auto, home, life, and health coverage.

Ana Garcia

Accomplished Life Insurance Sales Agent delivering innovative sales strategies and exceptional client service. Known for building lasting relationships and developing tailored insurance plans that meet diverse client needs.

Mark Keels

Dynamic team leader skilled in driving customer acquisition through customized insurance solutions. Proven track record of enhancing client satisfaction and team performance by implementing effective strategies and promoting open communication. Expertise in aligning team objectives with organizational vision to optimize sales results.

Michele Cook

Dynamic account manager with over 42 years of experience in managing client accounts and ensuring exceptional customer satisfaction. Expertise in resolving issues promptly and building strong relationships, leading to increased account renewals and retention rates. Dedicated Account Manager with over 42 years of experience in personal and commercial insurance. Skilled in claims management and tailored policy recommendations. Committed to enhancing customer relationships and driving account renewals to exceed client expectations.

David Simon

Adaptable licensed insurance and investment professional with strong client communication and cross-functional support skills. Proven success handling policy processing, transaction review, and sensitive client conversations while maintaining accuracy and compliance. Prepared to support revenue growth through trusted service and sound guidance.

Doretha SmithJenkins

Finance and operations professional with experience in SBA trading, ledger reconciliation, and financial reporting. Uses Excel, SQL, and process controls to support 98.57% trade accuracy, prepare statements and reports, and respond to client, auditor, and regulatory inquiries.