EAGLESTON FINANCIAL GROUP - Key Persons
Job Titles:
- Member of the Eagleston Team
Job Titles:
- Member of the Eagleston Team
- Financial Professional
Jerry was born and raised in California with roots in Pasadena and Bakersfield. He graduated from Brigham Young University and started his Financial Services career in 1965.
Jerry was one of the few insurance agents within the country who was licensed in (and did business in) multiple states. In addition to this, he was also one of few agents who could effectively educate clients and help them implement products over the phone.
Jerry has had a tremendous career filled with helping medical professionals all over the country. He has made many friends and received many distinguished honors throughout the years for his dedication to helping clients receive proper insurance planning (including becoming a lifetime member of the Million Dollar Round Table). But, Jerry's most impressive legacy (which he's still building), is with his family. Jerry has 8 children, 33 grandchildren and 3 great grandchildren. He spends most of his time at ball games, dance recitals, orchestra concerts and a plethora of other activities his grandchildren are involved in. He's a wonderful father, grandfather, and great grandfather.
Job Titles:
- Member of the Eagleston Team
- Financial Representative
John grew up in Phoenix, AZ and finished high school in Sandy, UT. He served a 2 year mission for the Church of Jesus Christ of Latter Day Saints in Oakland, CA where he taught the people in the Spanish language. He graduated from Utah Valley University in 2004 and married his sweetheart Nicole that same year. John and Nicole have 4 beautiful children (Ruby, Asher, Jude, and Jonas) and currently reside in Carlsbad, CA.
Since 2006, John has been in the financial Services industry and has loved working with clients to help them implement strategies that protect their family and business.
John spends the majority of his spare time with his family. They love sports, Halloween, the beach, and visiting Major League ballparks across the country. In addition to spending time with his family, John actively serves in the community through youth sports, Rotary, church responsibilities, and with his alma mater UVU.
Job Titles:
- Member of the Eagleston Team
Job Titles:
- Member of the Eagleston Team
Job Titles:
- Member of the Eagleston Team
- Financial Representative
Rob Eagleston began his career in 1999 while attending Brigham Young University, carrying on a family tradition that started over 50 years ago.
He is passionate about helping individuals, families and small businesses achieve financial confidence and their financial goals through proper planning and implementation.
Rob and his beautiful wife Brooke have four children. He spends the majority of his free time coaching and cheering them on in their various sports and activities, and he also enjoys attending sporting events, concerts, golf, boating and teasing the family dog.
Job Titles:
- Member of the Eagleston Team
- Client Relations Administrator
Susan is our Client Service Administrator. She began working with Eagleston Financial Group in 1998. She has a vast knowledge of this industry and has seen many changes throughout the years with carriers and products. She is a joy to have in our office and has been wonderful with our clients throughout the years. When interacting with Susan, undoubtedly, she will put a smile on your face. She is one of the most dependable and loyal individuals you will ever meet. We are privileged she is part of our team.
Job Titles:
- Member of the Eagleston Team
- New Business Manager
Suzanne is our Manager of New and Existing Business. She is an invaluable team member here at Eagleston Financial Group. She oversees the client experience for new and existing clients as well as with our strategic partners..
Suzanne is a native Arizonan. She was born and raised in Scottsdale, Arizona, and now resides in Gilbert, Arizona.
Suzanne holds three degrees in education and considers herself a perpetual learner. In her free time, she enjoys reading, hiking and baking.
Suzanne has been with the Eagleston Financial Group since 2013 and loves working in the financial services industry. She believes in the vital services Eagleston Financial Group offers. Her personal and work motto is "Go the extra mile" to bless the lives of others. She loves being a mother and is grateful to be a part of the Eagleston team.
Job Titles:
- Member of the Eagleston Team
- New Business Administrator & Policy Service Administrator
Wendy is our New Business Administrator. She works with our team members, clients, and carriers to help everyone stay connected. She is very committed to facilitate a smooth underwriting experience for each client. She also handles the policy service requests for our clients. She is an wonderful addition to our team
Outside of the office, Wendy has three kids and is very active in her church and community.