MEET THE OWNERS!!
JUSTIN "Jake" and SHERRE O'BRIEN
Justin & Sherre live in Dallas TX and have 3 beautiful daughters & 3 adorable grandkids.
They are happy to say they are proud members of Fellowship Church in Downtown Dallas.
They love spending time together travelling, attending sporting events, movies and relaxing at home.
They are well known for their comical banter and love for one another.
How We Are Different
We want to build a relationship with you. We will truly try to get to know you, your family, and your goals, we can design a custom plan for you.
We Are Fun
We believe you can be in a fun, professional environment that promotes trust while educating our clients with regard to their needs. We are not “salesy”. In fact, we hate that! There will never be an awkward moment of silence in our office. We promise it will not feel stuffy and boring either like any other office. Expect a smile and a friendly demeanor when you walk through our doors or meet one of our staff. If this doesn’t happen, we are failing.
We Were Victims
Our Co-Owner in her 30s was diagnosed with Stage 3 cancer. Medical bills almost ruined her. She had 500,000.00 in life insurance, but her family couldn’t have it until she died. Well, she beat it. However, she had to liquidate her 401k and sell her real estate to pay medical bills. We have options to protect our clients from such catastrophes. Just ask us!
- Allstate
- Safeco
- Travellers
- Lemonaid
- Elephant
- Stillwater
- Encompass
- National General
- Foremost
- Kemper
- Haggerty
- Grange
- Nationwide
- Mutual of Omaha
- Kansas City
- SBLI
- United home Life
- American Amicable
- AIG
- Foresters
- Fidelity and Guarantee
- TransAmerica
- Royal Neighbors
- Ethos
- Prudential
- Lincoln Financial
- John Hancock
- American Risk
- Cover
- Bristol West
- Dairyland
- Chub
- wellington
- RPS
- Aegis
- CNA
- The hartford
- Berkshire hathaway