Ext. 4605 - President
Don started in the insurance business in 1983. He is a multi-year MDRT Top of The Table member and specializes in comprehensive wealth protection strategies. Don's move to brokerage allows him to share his knowledge and sales strategies with the advisors of America's First Financial, giving them a competitive advantage.
Ext. 4612 - Vice President
|Julie started in the insurance business in 1981. She currently has her life & health license as well as her series 6 and 63 licenses for variable contracts. Julie assists brokers with our full product line of fixed and variable life & annuity products, long-term care and disability income protection. Julie's experience as a personal producer and liaison to home offices for over twenty plus years brings a well-rounded specialist to work for you. She brings integrity and experience to today's fast-paced insurance marketplace.|
Ext. 4701 - National Marketing Director
|Steve uses his 25 plus years of life and annuity, finance, accounting, and tax experience to work with agents on case design and advanced marketing concepts. One of Steve's goals is to partner with agents to build long term revenue generating relationships that will assist, train and educate both agents and clients. Steve has often been requested to speak nationally at workshops and seminars and is eager to share with you the sales and marketing concepts that he has spoken about. His ability to simplify complex concepts and explain complicated product information is invaluable. He has a passion and enthusiasm that is contagious!|
Ext. 4601 - Case Manager
|Chris has worked in the insurance industry over 25 years with experience in the home office environment, captive agency and brokerage agency. She has experience in licensing, policyholder services, new business and sales support. Give Chris a call with your illustration requests or to discuss a potential client with health concerns. She will work with you and the insurance carriers to find the right fit. Her positive attitude makes her well suited to deal with the insurance carriers and the agents to get the applications processed and issued. She’s here to help you grow your business.|
Ext. 4617 - Case Manager
|Marilyn is our large case and impaired risk specialist. Marilyn brings 19 years of experience in the brokerage life insurance business and her specialty is large case and imparied risk case management. She has worked in all aspects of brokerage including case management, agent licensing, commission, customer service and will be a superb liaison to the home offices for our agents. Marilyn brings to America's First Financial her expertise and will assist you with whatever size case large or small. Marilyn holds her life and health license and has completed several LOMA classes.|
|Lori has over 25 years of accounting and administrative experience. As our commission specialist, Lori works with the case managers and the home offices to assure that our advisors are paid accurately. From beginning to end the staff of America's First Financial is working on behalf of our most important asset, our advisors! Call Lori with your commission inquiries.|
|Eric is the IT Director at America’s 1st Financial. Eric has been in the network administration field for ten years. He specializes in Windows Server, VOIP, Data Management and deployment of network environments. Eric’s role also includes network security and data protection. He develops, organizes, supervises and assesses training programs on new and revised systems, procedures, and applications.|
|Tim Swoboda joined America’s First Financial in 2008 as a college intern. Upon receiving his degree with Latin honors from the University of Missouri – St. Louis in 2011, he soon became the Senior Sales Advisor. He currently is a licensed insurance producer in Missouri and is in the process of retaining his Series 65. Tim is an expert in the life insurance, long-term care and the annuity product world in which he develops a variety of sales strategies that will help you close cases faster than ever. While working closely with America’s First Financial’s National Marketing Director and some of the industry’s top producers, Tim has learned and retained the knowledge and expertise needed to help make you the next million dollar producer. He is here to help you help your clients with the day to day financial objectives and concerns your clients are trying to achieve.
During Tim’s free time, he spends most of his time outdoors as an avid hunter and outdoorsman. He also enjoys playing golf in local amateur tournaments as he attended college on a golf scholarship. Tim has been a member of the National Association of Fixed Annuities (NAFA) since 2012.
|Michelle is new to the insurance industry but comes to America’s First Financial with a diverse background in marketing and communications. She graduated with a Bachelor of Journalism with an emphasis in Strategic Communication from the University of Missouri – Columbia in 2009 and has since built a wide understanding of various marketing practices and strategies. She has worked with local and national clients as well as non-profit organizations on developing and implementing effective marketing plans, based around organizational needs.|
First Financial Corp