Specializing in the Senior Market
| National Wholesaler of Life and Annuity Products Specializing in the Senior Market |
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| Toll Free: (800) 256-1696 |  |
Senior Advisory Group of America
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meet the staff
Steven graduated from Arizona State University with a Bachelor of Arts Degree with an emphasis in History. Originally wanting to be a teaching professional, Steven decided to pursue a career in the insurance product design and marketing field. With over 11 years of experience, Steven has aided in the design of Index Annuities and Life Insurance products for some of the world's largest carriers. In 2001, Steven decided to pursue a new challenge by opening Senior Advisory Group of America to specifically serve the producers who specialize in the senior market. To Steven’s credit many of his original agents are with him today, because of his extensive insurance knowledge and his expertise in case design. Steven travels approximately 150,000 air miles per year to assist our agents with training and to speak nationally for our Senior Educational Workshop. stevestern@senioradvisorygroup.com
Brad graduated from Arizona State University with a Bachelor of Science degree in Business Administration with an emphasis in Marketing. Brad has worked in a sales capacity for companies such a Xerox, Wells Fargo Financial, and Newcourt Financial before becoming a member of our team. For over seven years, Brad has traveled extensively to speak nationally in regards to Estate Planning needs specifically for seniors through the use of our Educational Workshop Presentation for our Agents. bradstern@senioradvisorygroup.com
Anna is a native of Kansas City, Missouri where she attended Park University. At Park University she studied Early Childhood Development, and worked as a childcare educator, which led to the promotion to Director. Anna later decided to work in the family business where she was the office manager for an Industrial Wrecking and Environmental Company. During her tenure at those companies, Anna opened her own truck leasing company and ran the daily operations. An opportunity brought her to Arizona, which placed her in a position with Senior Advisory Group of America. Her areas of responsibility consist of accounting, administrative detail, and assisting agents with their individual needs. anigro@senioradvisorygroup.com
Kevin graduated from the University of Phoenix with a Bachelor of Science Degree in Business Administration, and also holds an Associate Degree in Management from Mesa Community College. He has put this knowledge he has learned to good use by building a successful distributing business that he has owned and operated for over 16 years and expands over six states. He credits his success to being able to develop and maintain his business relationships with existing clients, while continuing to establish new ones. He comes to us to apply these same principles that have made him successful to help us grow our business. Tom Mergan, National Marketing Consultant tom@senioradvisorygroup.com Trevor Hutchinson, National Marketing Consultant trevor@senioradvisorygroup.com Kendall McCulley, National Marketing Consultant kendall@senioradvisorygroup.com Lisa Smith-Guilliot, Contract Manager lisa@senioradvisorygroup.com Angie Warren, Administrative Assistant angie@senioradvisorygroup.com
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| © Copyright 2006 - 2008. Senior Advisory Group of America. All Rights Reserved. | |||||||||||||||||||||||||||||||
Steven Stern, President
Brad Stern , Vice President
Anna Cacioppo, Director of Operations
Kevin A. Dawe, Vice President of Sales and Marketing