ONESOUTH FINANCIAL GROUP - Key Persons

Job Titles:

• Head of Agency Development & Recruiting

Brian joined OneSouth Financial Group in January 2017 after starting his career as an advisor with AIG Financial Network in January 2008. During his tenure, he received the Presidential Trophy and National Club Level Qualifier numerous times during his time at AIG. In 2010, he was promoted to Associate Director to build, train, and deliver successful advisors in the East Tennessee Area. In 2015, he promoted to National Management Trainee where he was responsible for training agents and local management teams on need-based training and delivering new life products in 10 different states. Brian's passion is helping people and advisors deliver their promises to their clients. He is local member National Association Insurance and Financial Advisors and holds the LUTCF designation. Brian lives in Kingsport, TN. He is proud alumni of University of Tennessee.

Job Titles:

• President
• Managing Partner of the Memphis General Office

Casey Weeks began his career in the insurance and financial services industry 25+ years ago with New York Life. During his years as an agent in the Tupelo, Mississippi Sales Office, he won Rookie of the Year, New Org Leader of the Year, MDRT and consistently qualified for Executive Council. In 2000, Casey was promoted to Partner in the Hattiesburg, MS Sales Office, where he earned 9 National Trophies for Recruiting, Overall Production and Retention. In 2007, he was promoted to Senior Partner for the Mississippi General Office. In 2008, Casey became the Managing Partner of the Memphis General Office. During his time in Memphis, the office more than tripled in growth and Casey was awarded the LTC Trophy, View from the Top (sales, recruiting and new org growth) and Partner's Round Table twice. In 2014, Casey's passion to the recruitment, development and coaching of highly ethical, well-educated Financial Services Professionals inspired him to found OneSouth Financial Group, a General Agency appointed with the companies of OneAmerica. He currently holds his Life Insurance, Health and Annuities licenses, FINRA series 6, 63, 7 & 24. Casey graduated from The University of Mississippi with a Marketing Degree. He is a member of NAIFA, GAMA, the local Chamber of Commerce and the Area Development of Partnership. Casey and his wife Haley reside in Franklin, Tennessee with their 3 children. They are actively involved in the community, their church, University of Mississippi Alumni Association and Athletic Foundation, St. Jude Partners in Hope, Make-A-Wish Foundation and children's activities.

Job Titles:

• Regional Director, Retirement Services at OneAmerica

With over 25 years of industry experience helping 100's of financial advisors implement strategies that help them grow their business, I have perspective on how elite advisors run a successful practice. As a result, my advisors view me as a valuable resource. My team and I are experienced at integrating strategies to help advisors improve retirement outcomes for their employers and, ultimately, for their employees learn in specific plan types, including: • Governmental Employers (401a and 457b) • Non Profit Employers (401a, 401k, 403b, and executive 457b) • Hospitals (401a, 401k, 403b, and 457b) • For Profit Employers (401k, profit sharing, defined benefit, and ESOP) • Professional Employers (401k, profit sharing, defined benefit, and cash balance)

Job Titles:

• Director of Brokerage

Over the last three decades, Dave has acquired a wealth of knowledge as a professional athlete, advisor, partner, and managing director with New York Life, Guardian, and the companies of OneAmerica. Along with two decades of financial service experience, Dave is also well versed in risk management and working with business owners. He has been recognized for growing and leading several organizations, winning an Impact, Partner of the Year, View from the Top, and Presidential Citation awards for these contributions. Dave is the father of two boys and originally from Edmonton, Alberta, Canada, and has resided in Mississippi since 2002 after retiring from playing six years of professional hockey.

Job Titles:

• Regional Sales Director, Care Solutions

Michelle Prather has spent her entire career in the financial services industry. She joined OneAmerica as part of the Care Solutions team in 1998 and now has more than 22 years of experience educating financial professionals about the Care Solutions product suite. She often serves as a keynote speaker for conferences throughout the country, conducts numerous client workshops, and trains financial professionals in the art of having the LTC conversation.

Job Titles:

• Sales Director

I have been in this industry for 7 years and management for 21 years. I began my career at New York Life in 2012 and then went on to open the Florence office in 2015. In January of this year, I decided to step back into the field and... I am a family man first and a father of six beautiful children: Carson, Elijah, Caleb, Caden, Madelyn and Callen. My beautiful wife, Linsey Hood, is a phenomenal wife and mother to our kids and is the kind of mother that every kid dreams of having.

Job Titles:

• Agency Sales Director

Trent Johnson* Agency Sales Director 662-418-8736 twjohnson@onesouthfg.com ✦ FINANCIAL PROFESSIONALI am a financial professional with a strong history of developing customized financial strategies while working extensively with succession options, investments and life insurance divisions. ✦ 10+ YEARS OF... Read more

Job Titles:

• Associate General Agent

Trey Dorman joined the OneSouth Financial Group as an Associate General Agent (AGA) in January of 2020. He has been in the insurance and financial industry since 2002. As a financial advisor, he focuses on retirement income solutions and generational wealth transfer for his clients. As an AGA, his focus is on building a team and helping our advisors grow their practices. Trey is a Troy graduate with an undergraduate's degree in Mathematics and Computer Sciences and a graduate's degree in Risk Management and Insurance. He currently holds the FINRA 6, 7, 63 & 65 securities licenses and the Life and Health Insurance licenses. Trey is on the Board of Directors for Veteran Disaster Relief Team Inc, a non-profit organization that deploys veterans to aid in relief for citizens in need. He and his wife Lori are also co-founders of #HIGHFIVEAHERO, a veteran appreciation organization.