Greg has well over 30 years of experience in helping affluent business owners and individuals define and achieve their estate and financial objectives. More recently, Greg’s mission has been on helping other advisors serve with excellence when addressing insurance matters with their clients. Greg holds a Juris Doctor degree from American University in Washington, D.C. and a Business degree from Bucknell University in Pennsylvania. He has worked as an attorney-advisor for the United States Securities and Exchange Commission helping to ensure fair treatment of consumers in their pursuit of investment products and strategies.
Greg was a contributing writer in the book, Life Insurance: How To Use It To Your Client's Advantage, published by the AICPA. He is a non-practicing attorney and holds the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional, Certified in Long Term Care, and a Certified Kingdom Advisor.
Mid-career, Greg served as senior Vice President for Development at Walk Thru the Bible Ministries. This two year experience helped Greg gain a far better understanding of charitable planning and an appreciation for the challenges faced by non-profit entities.
Part of the effort to serve advisors can be seen in Greg’s participation as a Charter Member of Kingdom Advisors, a Kingdom Advisors Champion, and as a Premier Sponsor of the organization.
Greg lives outside of Atlanta with his wife of over 40 years, Mary, and has three adult children and three grandchildren.
Seth has been part of AdvisorServe since its inception and is instrumental when it comes to designing illustrations for life insurance, long term care, and disability. He also specializes in policy audits and evaluating current life insurance coverage.
He received a B.S. in Philosophy and Religion from Toccoa Falls College, a Certificate in Financial Planning from the Terry College of Business at UGA, is a CERTIFIED FINANCIAL PLANNER™ professional, earned the CLTC designation, and also has insurance licenses across almost all 50 states.
Seth Lives outside of Atlanta with his wife, Brooke. In addition to their three sons - Sean, Jack, and Lincoln, they are also foster parents.
Turner serves as Director of Operations for AdvisorServe, providing organizational and administrative oversight. He joined the firm in 2015 after 9 years in local church youth ministry. He’s the first point of contact for most advisors and insurance applicants and handles details and grunt work with gusto!
Husband to Alisha and a father of 5, what little hair he has will be turning gray very soon! Outside of the office, Turner coaches baseball, carries heavy backpacks and giant logs with the men of F3 Cherokee, enjoys fishing, camping, and woodworking. He and Alisha have been foster parents for over a decade and serve as group leaders at their church.
Heather holds degrees in psychology and biology. She serves as both underwriter and director of new business at Windsor Insurance, a BGA. She has fourteen years of experience in the insurance industry. She holds both FALU and FLMI designations.
For AdvisorServe, Heather serves as the primary in-house underwriter. Heather has advanced experience and knowledge of the life insurance industry on the brokerage general agency level. She has technical underwriting expertise as well as the ability to negotiate with top-level carrier underwriters for the best possible rate classes. She also has management experience in the insurance and social services industries.
Pat Bradley began his insurance career as a life and health producer. He joined LTCI Partners (then the Heartland Group) in 1997 in an administrative role. He soon moved into sales, where he held a number of positions including head of the sales team. During the period in which Pat led the sales team, sales for LTCI Partners consistently outpaced the long-term care insurance market. In 2007, he was named senior vice president. Today, Pat has responsibility for accounts affiliated with NFP Corp., LTCI Partners’ parent company. The combined premium of these companies makes them one of the firm’s largest accounts. He is also the company’s compliance officer and heads up internal training for LTCI Partners Associates. Pat’s expertise in LTCI encompasses both traditional and the rapidly growing asset-based product category. He is a certified trainer for the Financial Services Specialist programs that cover insurance products, financial sales training, planning fundamentals and key industry products and services.
Kristin is a Tax Attorney with a J.D. and an L.LM. in Taxation. As SVP of Strategic Resources, Kristin heads up the team that provides resources and support to the firms of NFP Corp. and PartnersFinancial, including product knowledge, underwriting advocacy, and advanced sales. Kristin supports member firms both in her capacity as the head of Strategic Resources but also as a tax lawyer by providing guidance on sophisticated wealth transfer plans.
Prior to joining NFP Corp., Kristin worked as Associate Counsel for John Hancock, Co for 8 years where she helped shape corporate legal strategy and developed a reputation as an industry leader in her field. She began her career as a tax attorney in Boston. Throughout her career, Kristin has been responsible for implementing complicated tax plans for individuals while guiding business development.
Kristin is a sought-after speaker within her industry and travels regularly in that capacity. Kristin is a member of the PartnersFinancial Board and serves on Diversity Task Force, which looks to expand diversity in the life insurance industry, the Editorial Board, which is responsible for content for AALU, and the Issues Alliance Committee, which tracks Federal legislation and its potential impact on the life insurance industry.
DuWayne has been active in the Life Industry since 1985, serving in a variety of different Underwriting roles, including his previous role as Head of Technical Underwriting for a top industry carrier.
DuWayne's experience and background includes expertise in Large Case and Impaired Risk Underwriting, Product Development, Reinsurance Management/Relations, Underwriting Management, Underwriting and New Business Process Development and Enhancement, Vendor Management/Relations, Underwriting Research and Development, and Claims. His current duties include amongst other things Case Underwriting, New Business Management, Agent Recruitment, Sales Development, and Agency Management.
DuWayne is also active in several industry groups and speaks at industry meetings on various underwriting topics and is a published author
Jane began her career with NFP Corp. in 2008 as AVP Underwriting. As NFP Corp. chief underwriter, Jane uses her more than 20 years of experience as an underwriter and 12 years of nursing experience to provide expert underwriting consultation and negotiation to NFP Corp. firms. Prior to joining NFP Corp., Jane managed the NFP Corp. Underwriting team for Prudential Financial and was a senior underwriting consultant for Hartford Life.
Caitlin joined PartnersFinancial in July 2014 to develop and implement product-centric strategies that meet the individual needs of PartnersFinancial firms. Through leveraging her Life Insurance, Long-term Care and Disability product management, marketing, case design and sales experience she has created targeted marketing initiatives and materials to drive product knowledge to the membership. She works with the membership firms in live cases and provides case consultation and product direction. In addition, Caitlin designs, creates, implements as well as markets new product technology resources to keep PartnersFinancial firms at the helm of technology innovation within the Life Insurance arena.
Penne works in the Private Client Group within NFP Corp selling and managing personal lines insurance accounts for affluent individuals. Within the Private Client Group she focuses on those who own their own Home(s), Automobile(s), Watercraft, Yachts, regardless of where they are located in the US or outside of the US. In addition, she is able to provide coverage for Aircraft, Jewelry, Fine Art and Wine collections and Sports Memorabilia, all owned by the individual client.
Penne has focused on the affluent client for the past 25+ years through NFP Corp, Lane McVicker, LLC and PLI Brokerage, all within the metro Atlanta area.
With Penne’s expertise in the insurance industry she also sells and manages NFP Corp PCG’s group umbrella program whereby NFP Corp is the Managing General Agent offering coverage through Ironshore; a Liberty Mutual Company. This is a growing area of business as individuals continue to have a need for limits of umbrella liability in excess of $5million. Their group umbrella can provide limits up to $30million for qualified organizations at a substantially discounted premium.