About Us

Gail has over 50 years of experience in the Life & Health markets.  Additionally, in 1990 she began administering Associations with the desire to better lives by providing medical, financial and wellness education and resource programs to members. Gail currently has offices in Plano, Texas, and provides consulting to multiple Associations.

Tom has over 50 years of experience in the insurance industry, including serving as Senior Executive Vice President of Great Southern Life Insurance Company, President of Southwestern Life Insurance Company, and Pioneer National Life Insurance Company.  Tom also served for more than a decade as an adjunct professor for the University of Texas at Arlington, Graduate School of Finance.  His charitable affiliations include United Way of the Texas Gulf Coast and The Assistance Center of Collin County, as well as Church related activities.

Dawna began her career as a staffer in the Arizona State Senate, working on the Commerce, Labor, Insurance and Banking Committee. She went on to serve as a lobbyist for insurance companies and was the youngest ever head of a state agency in Arizona (the Arizona Automobile Theft Prevention Authority). After leaving Arizona in 1995, she co-founded International Med-Care. She’s now the Executive Director of LIFE Community Enrichment.

Alan has established himself as an expert in the creation of insured programs. His expertise comes from over 40 years in the insurance industry. He has served as a claims adjuster, reinsurance claims manager, underwriter (Lloyd’s of London Syndicate) and marketing manager. For the past eighteen years, Alan has run his own insurance agency specializing in program development.

Pat was the publisher of The Monitor, the official newspaper of Fort Bliss in El Paso, Texas. She also built and ran an FM radio station in the Albuquerque area. Her passion for customer service comes from her ownership of multiple Baskin-Robbins and Quizno’s Sub franchises. She currently owns and operates Shalako Southwestern Arts and enjoys sharing her experience and knowledge with teenagers as a substitute teacher.

John is an entrepreneur with 50 years' of experience in leading the way in business ventures. With a proven pedigree in sales and marketing, John successfully started and ran the largest seminar company in the country for several years. Business opportunities and family responsibilities brought him home and off the road to raise his family. This introduced him to the world of Banking where he has worked for the last 32 years.