I started his career in the financial services industry as an agent with Beneficial Life Insurance Company in 1995 where my focus was working with seniors in a seminar setting. I also spent a number of years as an account manager for Colonial Life where my focus on work-site supplemental benefits introduced him to the group market. In 2002 I was recruited to be an Area Manager for Woodmen of the W
orld Life Insurance Society where I recruited, trained, and developed a bilingual sales force for one of the largest fraternal insurance groups in the U.S. After four years there I spent time as a District Sales Manager for Mutual of Omaha covering Arizona and New Mexico before leaving to grow my own agency, Welker Financial Group. OUR MISSION:
My mission is to advocate for protection of those things that matter most to us – those we love and live for, our paycheck and financial well being, the financial legacy we hope to leave behind, or charities or causes that are important to us, and our businesses and employees – to ensure that when the inevitable happens, since some people die to soon, outlive their money and get sick or hurt, provisions have already been made to preserve and protect those things. Or, in the words of Joseph Jordan, our mission is to live “a life of significance” by speaking for those who “can’t speak for themselves. I have a special passion for the senior market with emphasis on health care or Medicare and Medicaid. With that I also work the special needs market, helping those with on disability or that have chronic health conditions such as diabetes and heart failure. OUR SERVICES:
With industry leading products and services from the top companies in the United States, we provide needs based strategies to protect life, income and assets with permanent and term life insurance, both short and long term disability, long term care, health insurance, including medicare options, and annuities. Our clientele includes doctors, attorneys and other professionals, business owners, growing families and the retired. Also as a representative of the Senior Med Solutions, a fast growing group founded by Sal Alcantar, we are a national, full service insurance brokerage firm with our home office in Mesa, AZ. Because we are highly specialized within the Medicare health insurance market we can help clients understand their current Medicare situation and help answer questions about their prospective options. Key Employee plans, buy-sell and cross-sell agreement funding through life insurance, disability income and overhead expense plans are a few of the strategies we can help business owners implement.
