Broker Check

Our Brokerage Managers

With over one-hundred twenty years of combined service, our team of Brokerage Managers is dedicated to providing support to brokers and agents through education, marketing, and underwriting. Each brings a unique background and understanding to their territory, helping brokers deliver holistic planning strategies to their clients. This team is passionate about streamlining the entire process and making underwriting simple for both the broker and the client.

Cheryl Allen

Director of Brokerage Sales, Jackson Office

(601) 956-6656

cherylallen@ashfordadvisors.net

Providing local, specialize support to financial and insurance professionals.As a disability income protection specialist, I offer a diverse portfolio of innovative services and industry-leading products that provide your clients with...

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Christopher G. Thompson

Charlotte Office

(408) 499-0664

chris.thompson@ashfordadvisors.net

Chris works with top financial professionals in the Carolinas to customize high-quality insurance plans for Physicians, Executives, and Small Business Owners. He is focused on providing exceptional service from start to finish. Whether...

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Daniel A. Taylor, CLU®, ChFC®, CFP®

Director of Brokerage Sales, Atlanta Office

(770) 390-2680

danieltaylor@ashfordadvisors.net

We work with the Southeast’s top financial professionals to provide concierge insurance solutions for Physicians, Executives, and Small Business Owners. My team is focused on providing exceptional service from start to finish. We...

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R. Jim Moore

Director of Brokerage Sales, Atlanta Office

(770) 390-2672

jimmoore@ashfordadvisors.net

I serve as a Disability Income Specialist, as well as Life Insurance broker for Guardian based in Atlanta, Georgia. With over five decades under my belt, I focus on being a resource to agents and brokers to aid them in growing their...

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Sam Duffey, CLU®

Director of Brokerage Sales, Birmingham and Memphis Office

(205) 626-9347

samduffey@ashfordadvisors.net

Sam Duffey is passionate about serving others and laser-focused on helping financial professionals and insurance agents deliver complete planning strategies. Industry professionals have a lot to consider especially as they navigate the...

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Shannon Hsu

Director of Brokerage Sales, Savannah Office

(678) 525-9488

shannonhsu@ashfordadvisors.net

Providing concierge services to support financial and insurance professionals.As a Guardian brokerage specialist in the areas of disability income, life, and long-term care insurance, I offer concierge level service, specialized...

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Trena M. Nosler

Director of Brokerage Sales, Little Rock Office

(501) 681-0188

tnosler@ashfordadvisors.net

Trena serves as the Director of Brokerage Sales for Ashford Advisors in the Arkansas office, where she specializes in disability income, business overhead and life markets. She believes in service leadership and and strives to empower...

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Transform Your Business  

Whether you are hoping to grow your business, seeking more professional development, or wanting to present your clients with foolproof products, our team focuses on your needs, wants, and long-term goals.

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