MEET THE TEAM

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EXPERIENCE: 30+ YEARS

Kathy, a former engineer, and Matt, a former manager at CBOT, have built a massive team of financial educators and crusaders. Their team has over $700 million in assets under management.

EXPERIENCE: 15 YEARS

Former teacher and stay-at-home mother of 2 who found her calling in financial services. Kim uses her teaching background to help train her teammates and coach her clients to financial success.

EXPERIENCE: 20 YEARS

Former teacher who found the work/life balance she sought. Gretchen is a dedicated dog mom who lives to help and serve others by providing quality financial education to all.

EXPERIENCE: 20 YEARS

In her first career, Tammy was an actor and singer. She was able to obtain stability and success through implementing Primerica's financial concepts and building her team of financial coaches. 

Additional Languages: Spanish

EXPERIENCE: 20 YEARS

Former Manager of Market Research and Information Systems. This father of 2 seeks to change lives through education and coaching to create financially independent families.

EXPERIENCE: 20 YEARS

Found his passion to help families build a solid foundation and create generational wealth. 

Additional Languages: Bulgarian

EXPERIENCE: 25 YEARS

Former nurse and mother of 3 has built a strong team of financial coaches. Cora is a strong leader and is extremely passionate about her mission of helping families.

EXPERIENCE: 27 YEARS

Former telecommunications product manager specializes in financial wellness workshops for companies and employees. She is an excellent teacher of all financial concepts and is a motivating coach to help implement the plan.

EXPERIENCE: 20 YEARS

Army veteran who answered the call to start coaching individuals and families towards financial freedom. Based in Utah, her flexible business allows her active family of 7 to take full advantage of all the outdoor activities and adventures in her area.

EXPERIENCE: 22 YEARS

Former food industry manager and dedicated family man found his calling in the field of financial education. Dean has a passion for details and setting families up for success.

EXPERIENCE: 22 YEARS

Started working for Primerica while attending college and never looked back. Stefanie has a passion for helping individuals and families get on track to financial freedom.

EXPERIENCE: 15 YEARS

My passion is helping American families from all backgrounds and ethnicities navigate their way to financial freedom.

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