Our main focus is building a solid partnership with the goal of growing your business. Our Sales & Marketing Consultants are some of the most knowledgeable in the business and are dedicated to your success.
We offer a wide range of marketing services to help launch your business into new territory including:
- Modern Consumer Websites
- Email Marketing Campaigns
- Dedicated coaching & mentoring
- Seminar & Workshop support
- Facebook Advertising
- and many more tool and unique sales techniques to lift your business to the next level.
Your Success is Our Business
LaunchPad is the ultimate process to convert leads or prospects into full fledged clients. Our agents have seen great success when implementing this game-changing processing into their business.
Contact us to see how this Ultimate Process can fit into your current business practices and see the outstanding results that we guarantee!
Senior Vice President
Bill joined Senior Advisory Group in January 2013 and serves as the company’s Senior Vice President. He has brought energy, experience, and a unique perspective to the business. He has extensive experience in the insurance and financial services arena in sales, management, and leadership. As an advisor he has expertise in personal, business, and advanced markets and has been a multiple year member of the Million Dollar Round Table (MDRT) as well as achieving other company specific sales awards. As a leader he has a track record of recruiting and developing successful insurance and financial professionals and has achieved recognition such as GAMA’s Frontline Leader Award and Prudential’s Presidential Citation. He has also served on multiple insurance company advisory boards. Bill is a former professional baseball player, coach, and scout and currently coaches USSSA Baseball. He is also a registered player agent for the Major League Baseball Players Association. He resides in Peoria, AZ with his wife Julie and their two boys Kaden and Nathan.
Sales & Marketing Consultant
Jim started his financial services career as a registered representative in 1997. Jim was a very successful advisor but soon realized that he wanted to transition to wholesaling and began a successful career promoting variable annuities for some of the world’s largest insurance companies. In 2007, he switched his focus to fixed indexed annuities. “Variables can still be a great option, but too many people lost nearly 50% of their retirement savings twice since 2000,” says Jim. “I want to help educate agents on the different options that exist that can protect their clients’ nest egg from loss, but still have an opportunity for modest growth.”
Realizing that no single product works for every person, Jim studies each product offered through Senior Advisory Group to come up with the best solution for agents and their clients.
A native of Los Angeles, Jim graduated from the University of Arizona with a degree in Political Science. He and his wife, Stephany (also a U of A grad) moved to Arizona in 2000. They currently live in Scottsdale with their daughter, Grace.
Sales & Marketing Consultant
After growing up in the Midwest and then moving to Southern California, Brook graduated from Northern Arizona University in 1995 with a major in Advertising. With 19 years of Sales and Marketing experience, Brook entered the financial services industry in 2003 working for a medium sized, privately held bank in Scottsdale. As a former Licensed Loan Officer and Property and Casualty Producer, Brook’s experience in working directly with the clients translates well to the wholesale side of the Annuity Business. His consultative approach to sales ensures that he is going to take the time to understand the big picture, not just with your individual clients, but with your practice as well. Using his background in advertising and marketing, he is adept at assisting advisors in the development of a customized marketing plan that is always “Client-centric”. With his attention to detail, thirst for product knowledge, and sense of urgency, Brook has won the respect and business of agents and advisors throughout the country. Says Brook, “My business philosophy is pretty simple... I treat people the same way I want to be treated – with honesty, integrity and credibility.” Outside the office, Brooks enjoys golfing, water skiing and coaching Little League Baseball. Brook resides in Cave Creek with his wife Tiffany and their three children Kylie, Briggs and Palmer.
Senior Executive Assistant
Ashley is Senior Advisory Group’s Senior Executive Assistant – overseeing the day-to-day administrative operations and executive level communication and reporting. She has been with the company for 4 years, where she started as the Licensing and Contracting Specialist. Originally from Michigan, she relocated to Arizona in 2008 and brings with her extensive experience in Administration and Marketing as well as a Bachelor’s Degree in Business Administration. In her free time, she enjoys spending time with her family, especially her husband and two year old son, Mason. She also enjoys being at the lake and cheering on the Michigan State Spartans!
New Business Case Manager
Tiffany is dedicated to handling the new business process and advisor customer service. She manages her caseloads quickly, efficiently, and with attention to detail. Tiffany was born in New Jersey and moved to Scottsdale, Arizona at a young age. She earned her Associate's Degree in Applied Science from the University of Phoenix. Prior to joining Senior Advisory Group, Tiffany worked as administrative support in the healthcare industry and has several years of customer service experience. When Tiffany is not in the office she enjoys spending time with her family and friends. She enjoys the outdoors, traveling and watching sports.
Licensing and Contracting Specialist
Jessica is Senior Advisory Group’s Licensing and Contracting Specialist. She has been in the customer service industry for almost 10 years and is one of the first team members an advisor speaks to when they join the firm. She ensures advisor contracting paperwork, training requirements, state licensing, compliance and any other contracting issues are handled as quickly as possible. In addition to contracting, she also oversees commissions. In her free time, she enjoys reading, painting, and enjoying movies with friends and family.
Internal Wholesaler, Recruiter and Marketing
Geraldine “Gini” Jeffers joined Senior Advisory Group in March 2018, having served as CEO at Advisors Trust for three years prior. She is an internal wholesaler with a focus on recruiting new reps while handling the day-to-day marketing of the firm.
Gini earned her MBA in 2008, attended London School of economics and is a proud member of the Gordonstoun alumni.
Address: 13825 N Northsight Blvd #101, Scottsdale, AZ 85260
Request more information about how we can help your business excel below.