UNITED WEALTH ADVISORS GROUP - Key Persons
Job Titles:
- Advisor With the Ameritas
- Financial Advisor ( AFP )
Ann Baker Ronn joined The AFP Group in 1991, and counts among her passions helping people achieve financial success, and making them laugh. She is proud to be a third generation member of the insurance and financial services profession. She earned the designation of LUTCF (Life Underwriter Training Council Fellow) in 1974.
Ann served on the board of NAIFA-Houston (National Association of Insurance and Financial Advisors) for seven years. During that time, she spearheaded the Lone Star Symposium, a spring event that brings top industry speakers to Houston. In 2015 Ann received the coveted John Neighbors Award. John Neighbors was the first Houston NAIFA member to serve as President of the National Association. This award recognizes a member who has served the Association, the membership, the industry and the community with distinction and special dedication. In 2007, Ann was a recipient of the Paul Mills Scholarship from the Foundation for Financial Service Professionals.
Ann regularly qualifies for the Million Dollar Round Table, as well as the prestigious Court of the Table. She has served on the MDRT Foundation's Allocation Committee. Ann has proudly presented MDRT Foundation grants to three local charities, HomeAid Houston, Bel-Inizio and Kids Meals.
Ann is an advisor with the Ameritas group of companies. As such, Ann was asked, and served as a member of the prestigious Ameritas Field Advisory Cabinet. The cabinet consists of the top advisors within Ameritas and advises senior management on product design, service and systems.
Ann is a frequent industry speaker. She was part of a panel at the LIMRA Insurer's Forum in Orlando, Florida in 2011. In February 2012, she was part of an professional panel at the Ameritas Disability Income Forum in Mobile, Alabama. In June of 2012 she spoke at the Million Dollar Round Table annual meeting held in Anaheim, California. In 2014 she shared her passion of Income Protection with NAIFA-Oklahoma City and NAIFA-Louisiana.
In 2013, Ann launched a new business, Income Protection Solutions, Inc. focusing on protecting people's most valuable asset - their ability to go to work each day and earn a paycheck.
Ann is active with Hadassah, the world's largest volunteer women's organization, and is a graduate of Hadassah's Leadership Academy, a three-year leadership training program in which women learn to become effective community leaders. She served as Pearl Group Co-President for a 3-year term and also served as Vice President of Programming. In 2012, Ann co-chaired Hadassah's citywide fundraiser, bringing Elizabeth Smart to Houston. This event raised more funds and had more participants than any previous Hadassah annual fundraiser.
Ann is a strong supporter, advocate for and current Board Member of Camp Young Judaea, Texas and is co-chair of the Legacy Planning Team. Ann also serves on the Board of the Houston Jewish Community Foundation.
Ann enjoys spending time and traveling with her husband David, and daughters Gabrielle, Netanya and Ahava.
Job Titles:
- Certified Retirement Counselor
- COO ( UWAG, LLC )
Arnie focuses on creating comprehensive financial plans for individuals and families, with a focus on retirement income. He is a member of the National Association of Insurance and Financial Advisors. Arnie holds a Physics degree from Rensselaer Polytechnic Institute (RPI).
Austin MacKinlay Cecil, joined Wealth Advisors Group, LLC in May of 2019 as Client Service Liaison. His responsibilities include assisting office administration, completion of applications and processing new business, aiding client service inquiries, and maintaining relations with existing clients.
Austin recently graduated from High Point University with a Business degree and a minor in Finance. He recently attained his life, health/accident agent license and seeks the necessary licenses and registrations to become a Financial Advisor with Wealth Advisors Group, LLC.
Austin was born and raised in Brookeville, MD where he resides today. Before attending High Point University he spent a year at McDaniel College as a collegiate athlete with the school's soccer program. Austin has a passion for cars, loves to golf with family and friends, and enjoys watching soccer and supporting his Arsenal Gunners.
Blake Gillies is the Brokerage Director for Acacia Financial Group & Sr. Vice President of Wealth Solutions, LLC. Both are New Orleans affiliates of United Wealth Advisors Group, LLC. He formerly held the title of Brokerage Manager for The DI Center from 2011-2018, serving predominately the Louisiana & Mississippi markets. Blake is a 2010 graduate of Huntingdon College in Montgomery, Alabama with a B.S. in Business Administration. During his college tenure at both Huntingdon College and Enterprise-Ozark Community College, Blake was a five-time baseball Letterman.
After graduation, Blake accepted an internship with Ameritas Investment Corp. (AIC) and Ameritas Life Insurance Corp., both in Lincoln, NE. His internship was comprised of working diligently with the Senior Vice President of Strategic Alliances, including a six-month tour of the various AIC Broker/Dealer departments throughout the country. Blake is an involved member of the National Association of Insurance & Financial Advisors, serving at the Local, State and National levels. He is the 2018 NAIFA-Greater New Orleans President, a NAIFA-Louisiana Board Member & a NAIFA National YAT Committee person. He has been acknowledged for this service to NAIFA by being honored in 2016 as the New Member of the Year for NAIFA Greater New Orleans & Louisiana. Blake is also involved in the New Orleans Miracle League, with the K's for Kids Foundation.
Blake married Brooke in January 2018. They reside in Ponchatoula, Louisiana. His hobbies include hunting, fishing & spending time with ever-growing number of pets. His Dad, Keith, is a NAIFA National Past President.
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Job Titles:
- Chief Operating Officer
- Financial Advisor
Job Titles:
- Investment Advisor
- Representative
- Senior Partner ( WAG )
- Senior Partner and Director of Asset Management at Wealth Advisors Group
Christopher D. Laughlin is Senior Partner and Director of Asset Management at Wealth Advisors Group, LLC. He has been practicing as a Financial Advisor, and is currently working toward his Certified Financial Planner (CFP) designation from The College for Financial Planning of Denver, CO.
Christopher is an Investment Advisor Representative and a Registered Representative with Ameritas Investment Corp and has been recognized by them as a top advisor by for stellar performance and dedication to client service. He is also a Presidents Cabinet Qualifier with Ameritas Acacia Companies.
He graduated from Pennsylvania State University with a Bachelor's in Finance and a minor in Economics. Christopher has additional studies in estate planning, investment allocation and advanced insurance applications and is licensed by State of Maryland, Virginia and DC as a Life, Disability and Health Insurance Specialist.
Christopher dedicates himself to developing holistic financial strategies for his clients. His goal is to help families, professionals and business owners with important decisions regarding wealth management, retirement, college funding, and estate planning.
Christopher has held many board and advisory positions in his neighborhood. He is an also an active member of The Million Dollar Round Table.
In his spare time, Christopher enjoys playing golf, basketball, softball, water-sports, and spending time at the beach. He resides in Ashburn, Virginia.
Hayden Freeman was the flagship student to graduate from SNHU with a bachelors in financial planning working with the professors and staff to make the program what it is today. His goal is to have all clients feel positive towards their future as they continue to grow both personally and professionally. Hayden enjoys spending time with his fiancé, rescue dogs, and a niece and nephew.
-I was the flagship student to graduate from SNHU with a bachelors in financial planning working closely with the professors and staff to make the program what it is today
Job Titles:
- Member of the 2500 Club and a Charter Member of AHIA
IFAPAC Diplomat, a member of the 2500 Club and a Charter Member of AHIA.
Randy is a 38-year qualifying and life member of MDRT and a MDRT Foundation Knight.
As a lifelong Memphian, Jack has over 50 years in the insurance industry, focusing on estate planning, retirement planning and group employee benefits. He holds the designations of Chartered Life Underwriter and Life Underwriter Training Council.
Jack began his career in insurance in 1960 with Lincoln American Life Insurance Company. In 1985 when the company was bought out, Jack started his own agency, Jack C. Garland and Associates, LLC and operated until 2014 when he joined UCL Financial Group, LLC. As a veteran of the industry, Jack focuses on the following areas:
Job Titles:
- Compliance Consultant ( UCL )
Job Titles:
- Vice President of the Financial Planning Division
- VP of Financial Planning ( WS / UWAG, LLC )
Jennifer Gerarve is the Vice President of the Financial Planning Division and is responsible for the preparation and implementation of the financial plans. Jennifer is the graduate of the University of New Orleans, where she studied mathematics with a concentration in economics. She earned her Certified Financial Planning (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as The Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Plan Specialist (CRPS®) designations awarded by the College for Financial Planning. She began her career in the industry in 2003 and is dedicated to understanding the goals and dreams of each individual and thereby creating a customized plan as a roadmap to help achieve those goals.
Jennifer works with a local association by providing financial services education to its members, she is on the advisory board of the New Orleans Education League of the Construction Industry and is a member of the local Toastmasters Club. She is a native of New Orleans and has 3 children.
John Worrel entered the financial services profession in 1995 after a successful career in the computerized tax processing and business information industry. As a financial advisor, John is committed to providing counsel and unbiased guidance to his clients and his focus is to help them to wisely spend, save, invest, insure and plan for the future.
Professionally, John is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a past board member of NAIFA-Greater New Orleans. He is an ethics approved member of the International Association of Registered Financial Consultants (RFC®) whose members must meet high standards of education, experience and integrity. John holds the designation of Life Underwriter Training Council Fellow (LUTCF) with additional studies in life insurance and business and estate planning. John also holds the Certified Income Specialist designation (CIS™) from the Institute of Business and Finance. John is an Investment Advisory Representative of Ameritas Investment Corp. (AIC) with FINRA Series 7, 63, 65 and 24 registrations.
John graduated from Jesuit High School and attended the University of New Orleans where he earned his Bachelor of Science degree in Marketing. At the University of New Orleans, John was a member of Phi Kappa Theta Fraternity and served as their president and treasurer and was also a member and treasurer of the American Marketing Association. John is also past president and of Northshore Toastmasters.
John is a member of the Million Dollar Round Table (MDRT) which is The Premier Association of Financial Professionals® and Ameritas Life Insurance Corp. Leader's Court and President's Club.
John is a native of New Orleans and resides in Mandeville, LA with his wife, Erin. They are the parents of four children and became grandparents in late 2017 and spend as much time as possible with their granddaughter. The rest of the time, John enjoys spending time with friends and family, fishing, gardening, model trains and supporting the local sports teams.
I grew up in small-town Northeast Nebraska with a large combined family of 5 brothers. After graduating from the University of Nebraska - Lincoln with my degree in Natural Resource Economics I began my career as an advisor with the Ameritas Financial Center, earning my LUTCF designation, before moving to an Internal Sales role with Orion, and eventually transitioning into sales leadership with Mutual of Omaha. I love to help others grow every day and I am excited to join the UWAG team to facilitate your business growth. Outside of the office, you can find me spending time with my wife, Liz, and our two dogs and two cats. We might be on the couch binging a new show, listening to records, reading a good book, or traveling the world looking for our next adventure. I also spend a lot of time training for my next triathlon!
Job Titles:
- Director of Finance
- Director of Finance ( UWAG )
Julie Georgelakos is the Director of Finance for United Wealth Advisors Group, LLC where she supports internal business operations and is responsible for inter-company accounting and financial reporting. Julie is a graduate of Syracuse University where she studied mechanical engineering and supply chain management. She later earned her MBA at The George Washington University in Washington, D.C.
Julie has more than 15 years of diversified professional experience in small business, non-profit and government contracting environments. She is a native of Maryland and enjoys traveling and spending time with her husband and two children.
Job Titles:
- Financial Advisor ( KCAG, LLC )
Kate joined her father at Randy R. Kilgore & Company in 2009. She strives to help people and businesses succeed. Through a relationship-based approach, Kate designs personal financial strategies for individuals and employee benefit packages for businesses. Her mission is to develop quality relationships with clients by providing strategies designed around their goals and objectives for the future. Kate is a registered representative and investment advisor representative of Ameritas Investment Corporation (AIC.)
Kate recently received the FSCP designation, Financial Services Certified Professional, furthering and deepening her understanding of the financial services landscape. This designation gives Kate additional skills in helping her clients prepare for the future.
Kate began honing her relationship skills in New York City in Public Relations. She spent two years working for Estee Lauder and five years working for Victoria's Secret Beauty as Public Relations Manager. She was responsible for securing media placements for all Victoria's Secret Beauty products as well as planning events. While she loved the bright lights and the big city, she missed her home state of Colorado. She is thrilled to partner with her Dad, Randy, to design and implement valuable strategies for their clients.
In addition to working with her Dad, Kate is also highly involved in her community. She served 3 terms on the Board of Directors for the Junior League of Denver, and has served as a board member for her regional neighborhood organization. She is also served as a board member of an organization providing education and resources to Colorado babies affected by prematurity. She is proud to serve as a Membership Chair for the National Association of Insurance and Financial Advisors (NAIFA), her industry organization.
She launched Kilgore Cihon Advisors Group, LLC in 2019.
While not working, or giving back to the community, she enjoys hiking, skiing, playing tennis and cheering for the Denver Broncos. Kate and her husband Matt have 2 children, Reed and Darcy.
Job Titles:
- Managing Partner ( WS, LLC )
- Registered Representative and Investment Advisor
Keith M Gillies, CFP®, is the Managing Principal of Wealth Solutions, LLC and The Pension Center, LLC, and co-founder of United Wealth Advisors Group, LLC, where he serves as Chief Executive Officer. He began his career as a financial advisor in 1981 with a commitment to providing advice and strategies to individuals, professionals and business owners to help them achieve their personal, business and charitable goals.
Keith is an honor graduate of Tulane University's A. B. Freeman School of Business with a M.B.A. and of the University of New Orleans with a B.A. in Political Science. He is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant.
Keith is a Registered Representative and Investment Advisor Representative with Ameritas Investment Company, LLC., a member of FINRA/SIPC. He is a leading representative of the Ameritas group of companies. Keith served many years in field including chairing the Broker-Dealer Task Force and as Chair of the prestigious Ameritas Field Advisory Cabinet, an elected team of advisors who work directly with the Ameritas senior leadership to shape strategies and product development. In 2013, Keith was named the Lester A. Rosen Humanitarian Award recipient for his service to his community, profession, and to the greater Ameritas family. In 2016, Keith was inducted into the Ameritas Hall of Fame.
Keith is very active in his community, church and the financial services profession. For over twenty years, Keith chaired the St. John the Baptist Parish (County) Planning and Zoning Commission. He also chaired the St. John the Baptist Parish Select Presidential Advisory Committee for Finance. Keith served the St. Joan of Arc Catholic Community by chairing the Pastoral Finance Committee for seven years and he served as the basketball program coordinator and coach for sixteen years. In 2013, Keith was awarded the Distinguished Service Award by St. Joan of Arc, the highest of all lay honors.
Keith is a Past-President of the National Association of Insurance and Financial Advisors, NAIFA. Prior to joining the NAIFA National Executive Committee, Keith was elected to two consecutive two-year terms to the National Board of Trustees. He is past-president of both greater NAIFA-Greater New Orleans and NAIFA-Louisiana. His honors include NAIFA-Greater New Orleans Member of the Year in 1997; NAIFA-Louisiana's President's Award in 2004; and NAIFA-Louisiana's Arthur Abramson Member of the Year Award in 2007. He is also a life and qualifying member of the most prestigious financial services organization in the world, the Million Dollar Round Table with status as a Top of the Table member.
A lifelong resident of the greater New Orleans area, Keith currently resides in New Orleans, Louisiana with his wife, Cindy. They have five children. He enjoys reading, golf, cycling, traveling with his friends and family.
Job Titles:
- Community Member
- Financial Consultant
- Financial Consultant for Acacia Financial Group
KEVIN O'BRIEN is a Financial Consultant for Acacia Financial Group. He has been practicing in the financial services field for over a decade, helping his clients meet their goals and objectives.
Kevin obtained a Bachelor of Arts in Business Management with a minor in Marketing from Southeastern Louisiana University in 1998. He began his professional career in management with a locally-owned hospitality company, but he soon found his true calling to the financial services industry in 2007, when he joined a national brokerage firm. In 2010, Kevin accepted a position with Acacia Financial Group with the anticipation of building his own group of professionals to provide Insurance and Wealth Management for his clients.
Kevin is an active community member and has served in leadership roles on numerous boards and committees of civic, professional and charitable organizations. His involvement includes work with The Jefferson Chamber of Commerce, Archbishop Rummel Alumni Association Inc., Networking after Hours, American Cancer Society and Over The Mountain Athletic Club.
Kevin, his wife Suzi, and their son and daughter are lifelong residents of the New Orleans area. In his free time, he is an avid New Orleans Saints fan and enjoys fishing, hunting, boating, and the outdoors with his family.
Job Titles:
- Managing Partner ( UPA )
- Member of: National Association of Insurance
Kim G. Allen, LUTCF, is the managing partner of United Professional Advisors, LLC (UPA) and co-founder of United Wealth Advisors Group, LLC (UWAG). Kim has been dedicated to providing advice and strategies to individuals, professionals and business owners to achieve their personal, business and charitable goals since 1987.
Kim earned his Bachelor of Science degree from the University of Albany with a major in Economics. He is a Registered Representative and Investment Advisor Representative with Ameritas Investment Corp., a member of FINRA/SIPC. Kim has spent a majority of his career as a leading representative of Ameritas Investment Corp's owner and affiliates, Ameritas Mutual Holding Company.
Kim is an active member of: National Association of Insurance and Financial Advisors, Association for Advanced Life Underwriting, Million Dollar Round Table, The Rotary Club of America, Make-A-Wish Foundation, Hospice, Samaritan Hospital Foundation, American Cancer Society, and the American Heart Association.
Like all UPA and UWAG colleagues, Kim makes it a point to serve emerging financial service advisors looking for mentorship. He has been an active member and past Chairman of the Ameritas Field Advisory Cabinet, an elected team of advisors that work directly with Ameritas senior executives.
Kim holds the following honors:
The Ameritas Companies, recognized as one of its top advisors for stellar performance and unparalleled dedication to client service.
Million Dollar Round Table (MDRT), a lifetime and qualifying member of the "Top of the Table" of the MDRT, the world's most prestigious financial services organization.
Hall of Fame, 2014, was inducted into the Ameritas Hall of Fame and recognized by his peers for dedicated service and outstanding achievements at Ameritas and for his inspiring contributions to his clients and advancement of the financial services industry.
Kim resides in Watertown, New York with his wife and four children. Kim is an avid hunter and fisherman. Kim also enjoys boating, hiking, golf, basketball, cycling and travelling with his friends and family.
Job Titles:
- Managing Partner ( WS, LLC )
- Partner at Wealth Solutions
- President of the National Association of Insurance and Financial Advisors
Luke Trosclair is a Partner at Wealth Solutions, LLC and the Pension Center, LLC. He began his career as a financial advisor in 2006, with a commitment to help individuals, young professionals, and business owners make successful financial-related decisions to achieve their goals throughout each life stage. Luke focuses on risk management, retirement income planning and portfolio management.
He is a graduate of Southeastern Louisiana University with an M.B.A. and a B.S. in Finance. Luke earned the Financial Services Specialist, FSS designation through The American College in 2009. He is currently a candidate in Chartered Financial Analyst (CFA), program and is currently working toward the CFP® designation.
Luke currently serves as president of the National Association of Insurance and Financial Advisors (NAIFA) of Greater New Orleans. Luke was named the NAIFA-Greater New Orleans in 2010 and NAIFA-Louisiana New Advisor of the Year in 2011.
Luke holds memberships with: NAIFA-Greater New Orleans (New Advisor of the Year in 2010); NAIFA- Louisiana (New Advisor of the Year 2010). He is a member of the CFA Institute and the CFA Society of Louisiana. He is also a member of Ascension Chamber of Commerce, East Ascension Rotary Club, and Ascension Business Connection.
Luke resides in Gonzales, Louisiana with his wife, Kristen and their two daughters, Olivia and Leah. He involved in his local community where he is an active member of St. Theresa of Avila Church. He enjoys fishing, reading, exercising, golf, and spending time with his friends and family.
Job Titles:
- Founder and Managing Partner ( WAG )
Mark A. Cecil, CFP®, is the founder of Wealth Advisors Group, LLC and co-founder of United Wealth Advisors Group, LLC. Since 1986, He has been active in the financial planning industry, providing objective advice and innovative financial strategies to individuals, professionals and business owners faced with important decisions regarding retirement, estate planning, wealth management and advanced insurance applications.
Prior to his success with WAG, LLC and UWAG, LLC, Mark earned Bachelor of Science degree from The University of Maryland with a major in finance and has been a Certified Financial Planner practitioner since 1989. He is also a Registered Representative and Investment Advisor Representative with Ameritas Investment Corp.
Mark holds memberships with: Institute of Certified Financial Planners, Maryland Estate Planning Council, The National Association of Insurance and Financial Advisors and The Million Dollar Round Table. He is a past board member of The Entrepreneurship Institute.
Besides his financial endeavors, Mark pursues philanthropic service as a mentor to young and up and-coming advisors in the financial services industry. Due to his financial experience, he has been quoted in Kiplinger's Personal Finance Magazine, The Washington Post and Business Ethics Magazine on mutual fund investing, and in Best's Review Magazine on advanced insurance applications. Mark holds the following honors:
The Ameritas Companies, 1990-Present, recognized as one of its top advisors for stellar performance and unparalleled dedication to client service.
Million Dollar Round Table (MDRT), a qualifying member of the "Top of the Table" of the MDRT, the world's most prestigious financial services organization.
Hall of Fame, 2001, was one of the youngest advisors in history to be inducted into the Acacia (Ameritas) Hall of Fame and recognized by his peers for dedicated service and outstanding achievements as an Acacian for inspiring contributions to his clients and advancement of the financial.
Nominated for the Forbes "Top 25 Financial Advisors", 2021
1 of only 7 advisors to earn the Ameritas Wealth Management Excellence Award
Consumers' Research Council of America - was recently selected as one of "America's Best Financial Planners" from the prestigious "Guide to America's Best Financial Planners".
Selected as a "Five Star Wealth Manager" as seen in Washington Post Magazine.
Selected to Forbes/SHOOK "Top Financial Security Professionals" List, 2021*
Mark was born in Edinburgh, Scotland and moved to the United States in 1967. Today he lives in Brookeville, Maryland with his wife, three children and their Labs. His passions are working out, collecting wine, traveling, golfing, cars, landscaping, relaxing at the beach and watching movies with his family.
Job Titles:
- Financial Advisor ( UPA )
With over 26 years of experience, my main focus is on business and individuals. My goal is to help clients reach their financial potential and become a respected member of their planning team. I am very active in the community, and I am wrestling coach for Copenhagen Central School.
Nick Impastato has more than 30 years of experience as both an agent and a manager in the financial services industry. He fosters a strong belief in nurturing a culture of professional dedication and caring for our clients and co-workers.
He is a Million Dollar Round Table Qualifier and has been the recipient of the following awards:
Job Titles:
- Financial Advisor ( AFP )
Born in Atlantic City, New Jersey, Qaadir Williams joined The AFP Group and the United Wealth Advisors Group in 2018 after serving his community as a Financial Advisor for Edward Jones Investments. Hailing from Florida A&M University, Qaadir has one primary passion; to help close the wealth gap in our country.
Qaadir spent his career in financial services feeding this passion in two ways, first as a financial advisor but also as the Area Bridge Leader for the largest wealth management force in the country. In this role Qaadir focused on strengthening the diversity in Edward Jones by recruiting, training, and encouraging the promotions of minorities and women in the Houston Metroplex, thus having a multiplier effect on his individual efforts.
After years working for a major Fortune 400 firm, Qaadir made the decision to join the AFP Group. When asked what inspired such a move Qaadir cited the family values, community involvement, and history of the Baker family and AFP. "But most importantly, the attitude of just putting the client first without all of the (performance) pressures from up top".
Qaadir was the founding Vice President of the Emerging 100, a subsidiary of the 100 Black Men of Metropolitan Houston, the former Co Chair for the Houston Black Leadership Institute, sits on the board of ISeeMyself, and the Education Coordinator for his local BNI Chapter along with serving in many other volunteer organizations. He currently holds his Series 7, Series 66, Life and Health Certifications, his Accredited Asset Management Specialist (AAMS) and his Chartered Retirement Planning Counselor (CRPC) designations.
Qaadir moved to Houston with his wonderful bride, Chantel, who is also a financial advisor and in the last five years has moved his mother, aunt, in laws, 5 cousins, nephew, and soon his brother's family to Houston. We think it's safe to say he will be a Houstonian for a while.
Job Titles:
- Founder and Managing Partner ( RK & C )
Randy Kilgore began his insurance career in 1971. Throughout the years Randy has served and led in many industry related organizations.
As a Trustee for the National Association of Life Underwriters (now NAIFA) he was liaison to the Community Service Committee, Federal Law and Legislation Committee, Associations, and the APIC Committee.
He served on NALU's Committee on:
Nominations 1990-1993
Task Force on Non-Dues Income 1994
The Strategic Plan Task Force
Membership Vice-Chair 1993-1995
Co-Chair 1995-1996 and National Membership Chair 1996-1997
Randy maintains membership or has held offices in the following organizations:
Colorado Springs Estate Planning Council
Colorado Springs NAIFA
NAIFA - Colorado
The Million Dollar Round Table (MDRT)
Life & Qualifying Member (38 Years)
National Association of Insurance and Financial Advisors (NAIFA)
Board of Trustees 1997-2003
2001 Secretary
2002 President - elect
2003 President
2004 Past President
Security Financial Life Presidents Club - 20 Years
Association of Health Insurance Agents (AHIA)
Has served as President of NAIFA - Colorado Springs, NAIFA
Colorado and Pikes Peak Chapter of The American Society.
Job Titles:
- Financial Planner ( UCL )
Rebecca graduated with Honors from New York University and began her career in New York City.
As a native Memphian, she is pleased to be back living and working in her home city. Rebecca joined UCL Financial Group in November 2014. She holds licenses in multiple states and numerous areas of insurance as well as her Series 7 and Series 66 Securities registrations.She is also proud to serve as the committee Chair for the Young Advisor's Team of the National Association of Insurance and Financial Advisors for her local chapter as well as on a national level.
Rebecca enjoys working with her clients to help them reach their financial goals while developing meaningful relationships in the process. She focuses on various aspects of protection and planning for both individuals and businesses such as:
Comprehensive Financial Planning
Life insurance and Disability
Asset Accumulation
College Funding
Retirement planning
Business Succession Planning
Employee Benefits
She is honored to partner with her father, C. Robert "Bob" Brown, to customize financial strategies for their clients that will protect their loved ones, build wealth and leave a legacy for years to come.
Rebecca and her husband, Drew, are the proud parents to daughter, Elliott and a son, Kellen
Job Titles:
- Insurance & Retiremen
- Insurance & Retirement Services
Job Titles:
- Senior Director of Development