Check Out Our Local Members

          

Toni Sova-Corfee, RVP, Ameritas

Immediate Past President, Denver/Rocky Mountain WIFS

(303)961-1809

tsova-corfee@ameritas.com

Denver/Rocky Mountain Chapter President - Toni Sova-Corfee  
Like all of you, she wears many hats.  Besides her role as our current President, she has been married for 30 years, has two children ages 21 and 28, is a Regional VP for Ameritas Life Insurance Co. (travels 40% of the time), and is actively involved with WIFS nationally as a mentor and corporate partner.

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Ashleigh Rothhammer, National Sales Manager

President, Denver/Rocky Mountain WIFS

(303) 648-1217

arothhammerwifs@gmail.com

WIFS Denver/Rocky Mountain Chapter President-Elect  - Ashleigh Rothhammer

Ashleigh is current President Elect for the Denver Chapter, she has a 4 year old daughter, a 10 year old Golden Retriever and now a new 7 month old English Cream Golden puppy. Ashleigh is a Business Development Consultant for ITC, and our first quarter Denver WIFS sponsor. ITC’s Insurance Website Builder provides more websites for insurance agencies in the United States than any other website provider. On top of that, Ashleigh is a past WIFS National Board Member and Currently Leads Special Projects with the Executive Board. Ashleigh's vision for the Denver Colorado Chapter is to have a group of women who utilize each other to grow our businesses, spotlight our successes, build bonds that are unforgettable and help those other lashed in the industry believe that there are successful paths in this career choice.

Ashleigh joined WIFS with a passion to connect with other women in the industry. Since being introduced to WIFS by Tashawna Rodwell, she has created mentors, business partners, colleagues and most of all her #tribe. Ashleigh is looking for ladies that want to attract, develop and advance other women as well as introductions to agents/advisors who need help with their insurance marketing efforts.

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Becky Brothers, Regional Marketing Consultant, Principal Financial

Secretary, Denver/Rocky Mountain WIFS

(904) 483-7714

bb_chic@comcast.net

Becky works closely with Financial Services Representatives and Business Center Management Teams on business, brand, and market development. This includes marketing plan consultations, opening new markets, creating new opportunities in existing markets, marketing and communication strategies, and social media marketing.  Becky has been with Principal since 2002 is the proud mother to three fur babies.  She enjoys hiking, travel, and lounging in the park with her pups and a good book.

I am a member of WIFS Rocky Mountains and WIFS National because of I like being a part of something bigger. An association and force that helps us help more women personally and professionally. The business knowledge, best practices, and mentorship I have received over the years is information that I can apply to every aspect of my life.  And last but not least.  My tribe.  The relationships that I have made and kept are priceless. 

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Sarah Caruso, Manager, Prudential
Vice President, Denver/Rocky Mountain WIFS

(303) 846-3979 cell
(720) 356-6452 office
scaruso85@gmail.com

As a Manager, Financial Services, I am a member of the leadership team in the Rocky Mountain Financial Group in Denver, Colorado. I have responsibility for recruiting, selecting and developing high-quality Financial Professional Associates (FPAs) to join me in representing The Prudential Insurance Company of America. I am actively involved in the local community and interested in networking with other like-minded business professionals.

 

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Lucila Williams, The Intentional Advisor

Board Consultant, Denver/Rocky Mountain WIFS

(303) 756-2062

lucila@theintentialadvisor.com

Lucila Williams CFP® is the Founder of The Intentional Advisor, a practice management consulting firm helping financial advisors build their practices with PURPOSE and on PURPOSE. She is also the President of LOTUS Financial Partners*, an advice-based comprehensive financial planning practice in Denver, CO.  Lucila shares her message with Financial Advisors throughout the country through speaking engagements at industry events, online courses and one on one consulting.  She is fulfilling her purpose to help alleviate financial stress in the world by donating 100% of the 2018 net speaking fees to financial literacy charities.

I joined the WIFS because I believe that we, as female advisors, need to come together to support each other in order to strengthen our position in the industry. We all have so much to share and learn from one another!

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Tashawna Rodwell, Senior Director, Life Health Channel, ThinkAdvisor.com

Past WIFS National Board Director

(303) 915-4023

trodwell@alm.com

As Senior Director, Rodwell is responsible for the development and growth of the Life Health Channel brand and has nurtured senior-level relationships with key clients and strategic partnerships with a number of associations/organizations in the business.

Previously, Rodwell was Associate Publisher for WiesnerMedia for 10 years before joining Summit Professional Networks. With Summit, she helped shape the Senior Market Advisor brand for 12 years and the National Underwriter Life & Health brand for four years before being appointed to lead the entire Life & Health group. In 2014, she helped shape the new vision for the brand with her team.

Serving on the Membership committee for NAFA as the Vice Chair, Rodwell actively supports the industry and helps foster advancement and growth for the industry and those working in it. Rodwell holds a Bachelor’s degree in Business with emphasis on Marketing from University of Colorado at Denver.

Tashawna joined WIFS to meet and engage with like-minded women and to help foster growth and advancement for women in the insurance and financial industries.

LinkedIn Profile

 

Linda M Straw

Director of Operations & Controls, Rocky Mountain Financial Group, The Prudential Insurance Company of America

(720) 356-6476

linda1.straw@prudential.com

As the Director, Operations & Controls, for Prudential’s Rocky Mountain Financial Group, I provide oversight and supervision for our offices in Colorado, Utah, Wyoming, and Southern Idaho.  I add value in my firm by deploying strategies that mitigate risk, while supervising teams conducting business activities in an ethical and compliant manner.  I started my career in the financial services industry in 1990, and I’ve worked with Prudential since 2006.  In 2017, I completed the IMpower program with Women Unlimited, Inc., and that sparked my interest in mentoring. 

I joined Denver WIFS in order to connect with a local organization of women where I can develop mentor/mentee relationships.

 LinkedIn Profile

 

Penny Axton Kidd

CEO/Founder of Pennywise Coaching

(970) 215-7618

penny@pennywisecoaching.com

 

Getting in touch with our money and learning how to budget was harder than I expected once I decided that I needed to get my financial house in order. My journey really started after my friend asked me for help with her money because she thought I was good with money. I realized then that we had almost $30,000 in debt that never seemed to go away, plus our house. Just as she and I started to try to figure out how to get out of debt, she was hit and killed by a drunk driver. She left behind a husband who sustained a brain injury and 4 children. I realized then that you never know what life will hand you and it was time to clean things up.

So many advisors I speak with say "I do a budget with my clients" but what I've found time and again is that learning to budget or just planning your spending is a skill that takes time and repetition. It's emotional, and whether you're alone or a couple, it helps to have someone outside the story help you see what you could do to really up your game. I don't do the advising and planning but it's such a nice partnership when I can team up with those who do who have a similar heart.

I am looking for referral relationships and peer support through WIFS. Please think of me when you have clients that need to get out of debt and put plans together.


 LinkedIn Profile

Bob Sumrall, MSFS, CLU, ChFC, CAP®

Director of Development

(720) 722-7357

bsumrall@umbridledwealth.com

 

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.

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Mary Hunt 

US HEALTH ADVISORS

(970) 731-6421
mary.hunt2ushadvisors.com

 
 

With a personal mission to serve, Mary embraces the core value of USHEALTH Advisors to provide "H.O.P.E" - Help Other People Everyday.

 

A native of Michigan's Upper Peninsula and a Cal State Northridge graduate, Mary's career began in real estate and land development in Oregon, Washington and Colorado. Ash the need for flexible and addordable health insurance became apparent accross the country, Mary transitioned from real estate to the health insurance industry as a licensed agent in 2010.

 

Now an established resident of Pagosa Springs (retreat idea for 2020?), it is an honor for her to serve the local community, as well as the 29 states in which she is licensed. She looks forward to connecting with you and invited you to see how she might be able to help with your health plan needs.

 

Licensed Agent in AL, AR, AZ, CO, FL, GA, IA, IL, IN, KS. KY, LA, MD, MI, MO, MT, NC, NE, NV, OH, OK, PA, SC, TN, TX, UT, VA, WV and WY.

 

Business website: https://ushagent.com/maryhunt

 

LinkedIn Profile