Check Out Our Local Members

          

Ashleigh Rothhammer, National Sales Director, ITC

President, Denver/Rocky Mountain WIFS

(303)648-1217

arothhammerwifs@gmail.com

arothhammer@getitc.com

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

Ashleigh is current President for the Denver Chapter, she has a 5 year old daughter, a 11 year old American Golden Retriever and 1 year old English Cream Golden puppy. Ashleigh is a National Sales Manager for ITC, and our website sponsor. ITC’s Insurance Website Builder provides more websites for insurance agencies in the United States than any other website provider. Additionally, Ashleigh is a past WIFS National Board Member and a NAIFA YAT National Ambassador. Ashleigh's vision for the Denver Colorado Chapter is to have a supportive team who connect with each other to grow our businesses, spotlight our successes, build bonds that are unforgettable and help others in the industry believe that there are successful paths in this career choice.

Ashleigh joined WIFS with a passion to connect with other women and men in the industry. Since being introduced to WIFS by Tashawna Rodwell, she has learned from her 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.

Denver/Rocky Mtn WIFS President 2018/2019, NAIFA YAT Ambassador 2018/2019, Denver Rocky Mtn WIFS President Elect 2017/2018, National Board Director, Growth and Marketing 2016/2017, 2 Time Pearl Circle of Excellence

LinkedIn Profile


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.

 

LinkedIn Profile


 

  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.  


LinkedIn Profile

 

Kari Steckman, Director - Field Recruiting, MassMutual

Treasurer, Denver/Rocky Mountain WIFS

(571) 606-0005

ksteckmanwifs@gmail.com

Kari is our newest Executive Team member but don't let that distract you from all that she has done. She is a compelling leader, confident and very team driven. She is full of ideas and very keen to details. We are so excited to have Kari a part of our team. Check out her LinkedIn Profile below.

LinkedIn Profile



 

Toni Sova-Corfee, RVP, Ameritas

Immediate Past President, Denver/Rocky Mountain WIFS

(303)961-1809

tsova-corfee@ameritas.com



Like all of you, she wears many hats.  Besides her role as our Immediate Past 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.

Toni helps agency owners and key producers make the next move by connecting them with the right people, products and services. Together, we create plans that turn dreams into reality. At Ameritas, we call that fulfilling life. 

In 10+ years of agency building, she has helped financial professionals who relish independence also reap benefits from a close carrier relationship. With Ameritas, you’re in business for yourself, but not by yourself.
Offering sales development, practice management and advanced markets. Our competitive product portfolio includes contemporary offerings and is diverse enough for one-stop-shop firms. And our producer contracts include customizable benefits options.

I’m on a mission to recruit more agencies this year than ever before. If you’re looking to have your best year too, contact me at 303-961-1809. 

LinkedIn Profile

  Lucila Williams, The Intentional Advisor

Director, 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!

LinkedIn Profile

 

Jon Lenhoff

Sales Director

Recruitment Chair, Denver/Rocky Mountain WIFS

DiBrokerwest

(503) 916-9366
jon.lenhoff@dibrokerwest.com

At a young age my father experienced a disability that left him bedridden on and off for several months. My flag football playing, snowboarding, always joking, loving healthy father was bedridden. It devastated my family. Unable to work, let alone do basic everyday tasks, I saw first hand just how crippling a disability can be. Thankfully my father had purchased Disability Insurance. My family often jokes that the first pulmonary embolism should have killed him. We often attribute his numerous recoveries to the peace of mind owning Disability Insurance provided, as my father never had to worry about paying “the bills”.

It is fitting that I now work directly with Financial Professionals utilizing extensive wholesaling, point of sale, and marketing expertise in the long-term disability income insurance industry. I partner with agents and brokers to present the most competitive and creative solutions to protect their client's income against the risk of accident or illness. 

My main objective is to recruit experienced insurance producers and financial advisors who are looking for a partner to help them grow and support their business through the use of income protection in financial planning & executive benefits. Once the producer completes an application, my team and I coordinate with carrier underwriters to get the policy issued with minimal work on the producer's part by providing comprehensive pre and post-sale support.

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.

LinkedIn Profile


 

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

 

Maria Hinson

National Implementation Manager at Worksite Communications Gallagher

(850) 521-2082

mhinson@enrollmentcompany.com

As Worksite Communications' National Implementation Manager, Maria is responsible for coordinating the enrollment implementation process for multiple brokers and clients. Maria effectively leads the project planning process from start to finish to ensure that assigned tasks are completed in a timely matter for a successful enrollment launch

 

LinkedIn Profile

 

Jackie Lynn Sartin

Registered Representative

Wealth Strategies Group 

(970) 658-4166

Jackie_Sartin@wealthsg.com

 

Jackie Lynn Sartin has twenty years of experience in the financial industry.  She relocated with her husband to Fort Collins, CO in 2012.  Her firm, Wealth Strategies Group LLC, has a unique approach to financial strategies with an emphasis on getting financially organized.  Through this process, they strive to have clients feel empowered and confident. Jackie is securities licensed with Park Avenue Securities.  She holds a degree from Oklahoma State University.  She studied engineering and worked in that field prior to having children.   In 2009, she was able to finish with a degree in Mathematics and Business.

Jackie has a professional designation from the American College, RICP® Retirement Income Certified Professional. The RICP® educational curricula is a comprehensive program available to financial professionals looking to help their clients create sustainable retirement income.  The rigorous curriculum helps financial professionals master retirement income planning, a key focus area not fully covered in other professional designation programs.  From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age[1], the RICP® provides a wealth of practical information for financial professionals.Using the most current techniques, RICP®’s identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals.  Individuals who earn RICP® can provide advice on a broad range of retirement income planning, Social Security, health insurance and housing decisions, and income taxation.[2]

Jackie has been an active member of a national professional organization, Women in Insurance and Financial Services (WIFS).  The mission statement of this organization is to Attract, Develop and Promote women in the financial services industry.  She has served on several national committees and has recently rolled off the Executive Committee for the Rocky Mountain Chapter of WIFS in Denver.She is the past President of TEAM, a local nonprofit that serves Fort Collins and area communities, to help encourage young people to choose a healthy lifestyle.  She currently volunteers on the Horsetooth Open Water Swim Committee.  The Horsetooth Open Water Swim is a one of the premiere open water marathon (10k) swims in the United States.  The swim has athletes from all over the world compete.

Jackie and her husband, Ben Sartin have been married for 37 years.  Together, they enjoy golf, biking, hiking, skiing and all things outdoor.  They have three grown sons, two daughter-in-laws, and six grandchildren. They also have a little dog named Easter Lily whom they rescued that was found along the highway and later arrived to them on Easter weekend.

[1] Contact the Social Security Administration for complete details regarding eligibility for benefits.

[2] Guardian, it’s subsidiaries, agents, and employees do not provide tax, legal, or accounting advice.  Consult your tax, legal, or accounting professional regarding your individual situation.

 

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 6455 S Yosemite St, Ste 300, Greenwood Village CO 80111, 303-770-9020. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Wealth Strategies Group is not an affiliate or subsidiary of PAS or Guardian. ( 2019-75287 Exp 02/21)