Every month, a member of the Denver WIFS/Rocky Mountain Chapter is recognized for exemplary status: sharing knowledge with peers, being helpful and taking on additional tasks to support industry networking, engagement and promotion.

The member of this month is Bob Sumrall, MSFS, CLU, ChFC, CAP®. See what Bob had to say to Denver President-Elect, Ashleigh Rothhammer, in her Member of the Month Interview!

Current Position?  Director of Development at Unbridled Wealth, LLC

 

One word that describes how you like to work  Passionately

 

What are you looking for from your WIFS members?  I am asking for your help in how to hire more women in the financial services industry? How do I hire someone like you?  In past roles, I was assigned the task of increasing the number of female Agents and General Agents. My response was, I would love to!  Where are they?!  I have hired a number of women, with a high retention rate. I wasn’t just looking for a female, I was looking for the best person for the job. We created a “Women’s Initiative.”  It soon became more about gender... It began to include ethnicity and age group.

 

What's your favorite moment of your career?  At a National Sales Conference, seeing the Agents and Agencies that I recruited and developed, on stage accepting and being recognized for their achievements.

 

What was your childhood dream job?  Doctor

 

How do you spend your free time?  Golfing, Flying, Riding a Harley and Tae Kwon Do.

 

What is your motto or personal mantra?  I am honest, hardworking and education minded.

 

What’s one thing people would be surprised to know about you?  I was a Lifeguard in Huntington Beach, CA - thank you for submitting your past professional photo, Bob!

 

Here is some more about Bob!

Bob began his career in July 1984 as an agent with New York Life Insurance Company in Fullerton, California, qualifying as a Council Agent in his first 6 months.  In 1989, Bob qualified as a President’s Council producer with Security Life of Denver at an M affiliate office in Irvine, CA.  Bob has held Home Office positions with several carriers, managing teams of Relationship Managers calling on BGAs, Wire-houses, IMOs, Independents, Banks and General Agencies. Carriers include Pacific Life, American General, Equitable Distributors, Inc., MassMutual Financial Group, New York Life, ING, Ameritas Life Insurance Corp. and AXA Advisors, LLC, where he was a Financial Advisor and the District Manager recruiting and developing Financial Advisors.  Prior to AXA, he was National Vice President, Director of Agencies, with Ameritas for eight years.  Bob and his team were responsible for recruiting General Agencies, Agency Growth and Distribution Operations.

Bob is currently a Wealth Advisor in Denver, Colorado and is also the Director of Development for Unbridled Wealth, LLC.  He recruits, trains and develops Wealth Advisors, to help them create a vision they cannot see; help them fulfill their potential and realize their dreams, by touching more lives and serving more people.  His Securities registration is with Ameritas Investment Corporation.  Bob manages the branch office in Denver.

Bob specializes in Estate, Business, Retirement Planning and Charitable Giving.  He is a continuous student and practitioner of the Infinite Banking Concept.  Bob moved to the Denver, Colorado area in 2005.  He holds an Associate of Science (AS) in Life Science from Cypress College, a Bachelors of Science (BS) in Accounting from California State University, Long Beach and a Master of Science in Financial Services (MSFS) from The American College.  He also holds the CLU, ChFC and CAP® designations from The American College in Bryn Mawr, PA.

Bob and his wife Donna have been married for 38 years and in 2017, moved from Highlands Ranch to Larkspur.  His Son and Daughter live close by in Littleton and Castle Rock, along with his four Grandsons and Granddaughter.  They attend Calvary Chapel of Castle Rock.  Bob is a member of the Rocky Mountain Harley Owners Group (HOG) Chapter, where he currently serves as the Safety Officer and Road Captain.  The Chapter is active in community service with the Children’s Hospital of Denver.  Bob likes to ride.  He rode almost 20,000 miles on his Harley in 2016, winning First Place in his Chapter’s AWOL (A Way of Life) Tour Challenge.  Bob is an avid golfer, likes to fly, enjoys cars and is a Master Black Belt in Tae Kwon Do.

 

Blogs - we are looking for bloggers. If you would like to write for us, please email denverwifs@gmail.com! 

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