Leadership Overview
Financial Services has 5 executives leading key functions including strategy, financial oversight, and operational management.
Committed to excellence in insurance marketing, Financial Services delivers superior life products and Medicare Supplement plans while maintaining deep, personal connections with a vast network of over 16,000 independent agents nationwide.
Committed to excellence in insurance marketing, Financial Services delivers superior life products and Medicare Supplement plans while maintaining deep, personal connections with a vast network of over 16,000 independent agents nationwide.
Leadership Roles at Financial Services
Justin Miller - Chief Executive Officer
Justin Miller, the Chief Executive Officer at Financial Services, directs the overarching strategic vision for this family-owned insurance marketing firm. Overseeing the expansion of life insurance and Medicare Supplement offerings, the Chief Executive Officer ensures the company maintains its competitive edge within the national market. Justin Miller cultivates high-level relationships with the 16,000 contracted agents, prioritizing personal assistance as a core business pillar. By aligning internal resources with evolving industry demands, the Chief Executive Officer drives sustainable growth and operational excellence. This leadership role involves constant evaluation of market trends to refine product distribution strategies. Through rigorous oversight of corporate objectives, Miller secures the long-term stability of the organization. The Chief Executive Officer remains dedicated to upholding the founding principles established in 1995 while scaling operations to meet modern consumer needs across the United States.
Kelly Tons - Chief Financial Officer
Kelly Tons, the Chief Financial Officer at Financial Services, manages the fiscal health and capital allocation strategies for the organization. Overseeing financial reporting and budgetary planning, the Chief Financial Officer ensures the company maintains robust liquidity to support the vast network of 16,000 agents. Kelly Tons directs the financial modeling for new Medicare Supplement plans, balancing profitability with market competitiveness. This leadership role requires close collaboration with executive leadership to optimize revenue streams and manage operational costs effectively. By implementing stringent financial controls, the Chief Financial Officer mitigates risk while fostering an environment of fiscal transparency. Tons monitors economic shifts to adjust pricing strategies, ensuring the firm remains a leader in the insurance marketing sector. Through precise financial stewardship, the Chief Financial Officer supports the company's mission of providing high-quality insurance solutions to clients across the country.
Brenna Shenkin - President
Brenna Shenkin, the President at Financial Services, architects the operational framework for the company's agent support services. Overseeing the daily interactions with the 16,000 contracted agents, the President ensures that the firm delivers the promised personal assistance and high-touch service. Brenna Shenkin drives the implementation of training programs and marketing resources that empower agents to succeed in the life insurance and Medicare Supplement markets. This leadership role involves streamlining internal processes to enhance agent satisfaction and retention. By focusing on the operational efficiency of the Knoxville headquarters, the President facilitates seamless communication between the corporate office and the field. Shenkin monitors performance metrics to identify areas for service improvement, ensuring the company remains the preferred partner for insurance professionals. Through consistent engagement, the President strengthens the organizational culture and reinforces the firm's commitment to excellence.
Danny Haire - President
Danny Haire, the President at Financial Services, leads the strategic development of the company's product portfolio and market expansion initiatives. Overseeing the integration of new life insurance products, the President ensures that the firm's offerings remain relevant and competitive for the 16,000 agents. Danny Haire directs the analysis of regional market data to identify growth opportunities for Medicare Supplement plans. This leadership role involves coordinating with the executive team to align product launches with broader corporate goals. By fostering innovation in marketing materials and agent tools, the President enhances the firm's value proposition. Haire manages the relationships with key insurance carriers, ensuring that the company provides the best possible options to the end consumer. Through strategic planning and execution, the President drives the company's market penetration and reinforces its reputation as a premier insurance marketing organization.
Cheryl Cobb-Williams - President
Cheryl Cobb-Williams, the President at Financial Services, manages the compliance and regulatory landscape for the company's insurance marketing operations. Overseeing the adherence to state and federal guidelines, the President ensures that all 16,000 agents operate within the necessary legal frameworks. Cheryl Cobb-Williams directs the development of internal policies that protect the firm's reputation and ensure ethical business practices. This leadership role involves constant monitoring of legislative changes affecting life insurance and Medicare Supplement products. By providing clear guidance to the agent network, the President minimizes risk and promotes professional standards across the organization. Cobb-Williams collaborates with the executive team to implement robust compliance training, ensuring that the company maintains its status as a trusted industry leader. Through diligent oversight, the President safeguards the firm's long-term viability and supports the continued success of the entire agent community.
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