My favorite thing about Shurwest is the people I work with every day.


Director of Annuity Operations

Tessa has been in the annuity industry for almost 20 years, more than half of that with Shurwest, after seven years working for MetLife. She oversees operations for annuity distribution at Shurwest, assisting producers and our annuity consultant teams, maintaining our carrier relationships and working to improve our business practices.

We save advisors countless hours they might otherwise spend on hold with a carrier or getting bounced from department to department. When advisors work with us, they are freed up to meet with clients and write new business.


Operations Manager

Kristin has worked at Shurwest for eight years, and she leads the administrative team, helping them process and expedite applications, speed up contracting and commission checks and seamlessly resolve carrier issues. She enjoys learning about the different types of retirement options available, and values her personal relationships with both advisors and co-workers.

I love my job and plan to be here until I retire–in like, thirty years from now. It’s a wonderful atmosphere which allows for personal career growth.


Account Manager

Sara is a Shurwest veteran, having been with us for more than 10 years. She began her career with us as a receptionist and worked her way up to her current position as the dedicated Account Manager for Jordan McGrath’s Team. Sara is passionate about helping the advisors she works with understand the new business process from start to finish. Seeing a case from initial submission through issue and beyond is just part of what sets Sara apart. Having a dedicated Account Manager ensures the advisors she works with are receiving the consistent and accurate service they deserve.

What I do now for Shurwest is completely different than what I did as a legal assistant—every day involves helping everyone around me, which I absolutely love!


Account Manager

Laura has a bachelor’s degree in legal studies from the University of California, Santa Cruz, and worked for many years as a legal assistant in California and Arizona prior to joining Shurwest. Although both career paths involve processing a lot of complex documents, Laura enjoys the sense of teamwork here, and especially likes working closely with Shurwest’s financial advisors. She peruses applications and policies with a sharp eye, spotting and quickly troubleshooting any problems.

My favorite thing about being part of the Shurwest family is knowing that I play a role in the success and growth of the business for both the advisors and Shurwest.


Account Manager

Windy has been with Shurwest for a year and a half, providing policyholder services and expediting new business. Prior to joining the company, she worked for over ten years in customer service. She understands what advisors need and is well-equipped to help them. She reviews every application prior to submittal to carriers in order to make the suitability review and issuing process move along more smoothly, and she assists with policy needs after applications are in force.

It’s rewarding to me to know that our part in the policy-writing process really makes a difference to advisors and clients.


Account Manager

Kim is dedicated to assisting Shurwest financial advisors working with Marc Lindsey, Mike Whorton, John McConnell and Tyler Kinnerup. She scrubs and follows up on applications and answers policy and post-issue questions. Prior to joining Shurwest, Kim spent more than a decade delivering memorable customer service in the hospitality and property management industries. Kim grew up in Hawaii and received her bachelor’s degree from Arizona State University. Recently married, she and her husband are enjoying settling into and remodeling their new home.

I really like the group atmosphere at Shurwest. I was used to a lot of separation in the military, here we’re interdependent.


Contracting Coordinator

Lauren handles application submissions and follow-up required to get our advisors appointed by the different insurance carriers we offer. She spent the last decade with the U.S. Navy, serving as a police officer and in administration, and was posted around the world. She ultimately rose to assisting top officers before joining Shurwest. Lauren will soon receive her bachelor’s in business administration from American Military University.

What satisfies me most is that my work behind the scenes allows advisors to spend more time focusing on generating new business and taking care of their other priorities.


Contracting Coordinator

Autumn brings an extensive background to Shurwest’s contracting and licensing team, which includes compliance, project management and client services. Her primary focus at Shurwest is to help advisors get set up with each individual carrier and to ensure full compliance so all business runs smoothly and effortlessly. She understands how complex an advisor’s job can be, and takes pride in assisting with all the back-end work to speed up the contracting process and solve any carrier issues.

“I thrive in a situation where I wear many hats and handle multiple projects simultaneously. Shurwest is an exciting work environment with great people who enjoy what they do.”


Event & Training Coordinator

Gina brings a wealth of experience to her position and prides herself on making hard work fun. Her primary focus is on taking care of all back-office administration needs of the Shurwest sales team and visiting advisors. She also handles all event planning activities, including scheduling, calendaring, travel and transportation. She takes care of all of the details so that Shurwest executives and visiting advisors can focus solely on the big picture.

I came from a huge company, and I’m happy to be part of a smaller ‘work family’ here. Shurwest gets an amazing amount of paperwork processed every day.


Client Services

Amanda pitches in and helps our staff as well as our financial advisor partners with administrative tasks and paperwork as needed. Originally from Milwaukee, she graduated with two bachelor’s degrees—one in public relations and one in psychology—from the University of Wisconsin-Madison. Amanda has experience in processing automobile insurance policies which she gained while working at Enterprise. She’s a Packers fan and loves hiking in Arizona.

 Meet the Rest Of The Team