LEWIS FINANCIAL SERVICES INSTITUTE - Key Persons

Since graduating from Wingate University in Wingate, NC, Ms. Green has worked with companies such as Travelers Property & Casualty and Allstate Insurance Company. As a licensed North Carolina agent for nine years, she currently owns an independent agency, writing for more than 15 top insurance carriers. Ms. Green also provides services as an Insurance Analyst to several major financial corporations.

Ms. Talford has been a Licensed Agent for the state of North Carolina for 10 years and has resided in Charlotte for more than 17 years. She is a registered representative of the National Association of Securities Dealers. Ms. Talford has worked at MetLife, Kaiser Permanente and First Union Insurance Group, serving in an array of roles including field sales in both Individual and Group Life, Health, Dental SEPs and Mutual Funds. After serving as a Financial Consultant for a number of years at her current company, she is currently the CE Consultant/Coordinator.

Mr. Lewis has more than 30 years experience in the insurance and financial services industry. He has been a registered representative of the NASD and has been a licensed agent since 1985. Along with working for a major insurance corporation, Mr. Lewis has served as a staff assistant to the vice-president among his numerous duties and has been involved in national insurance organizations, including providing continuing education services to its members. Mr. Lewis has also helped to establish insurance education programs with the local community colleges.

Mr. Barber has been a North Carolina licensed agent for 39 years. Along with serving in Insurance Management, Mr. Barber has been a Life Insurance sales manager for North Carolina Mutual Life Insurance Co. for nearly 40 years. He has completed both the ELBA sales course and LUTC Program and designations.