“I love the fast pace, friendly people and the fact that there is something new to learn every day when working with our advisors.”

Alison
Brownell

Life Case Manager

Alison spent a decade in retail management, followed by seven years in post-secondary education administration and student support services. The financial piece was her favorite, which led her to seek a position in the financial services industry. She is currently working on completing her bachelor’s degree from Northern Arizona University (NAU); she’s an Arizona native and “can’t imagine living anywhere else!”

Contact me to learn more:

800-440-1088
abrownell@shurwest.com

Having worked with a number of advisors, I appreciate the work they put in and enjoy assisting in their success

Allison
Ellstrom

Life Case Manager

Allison is a Scottsdale native with a BSBA in Marketing from Northern Arizona University. She most recently worked as an associate financial representative for a national financial services company; where she was known for her efficiency and dedication to customer service. Outside of work, she supports a number of animal rescue causes with a focus on pit bulls. She loves her own fur baby who is a rescue pit mix!

Contact me to learn more:
800-355-0581
aellstrom@shurwest.com

“I understand the ins and outs of the business as well as the struggles. I’m here to make advisors’ lives easier by allowing them to focus on their strengths instead of paperwork.

Trey
Felix

Life Wholesaler

Trey has worked in the insurance industry for five years, and spent time as an independent advisor himself. After receiving his undergraduate degree in economics and his MBA from Northern Arizona University, he went on to get his life, health and property & casualty insurance licenses. With specialized expertise in IUL and experience in annuities, he enjoys helping people secure their legacy. He’s an Arizona native and enjoys hiking, snowboarding and sports.
Contact me to learn more:

800-440-1088
tfelix@shurwest.com

I am inspired by the culture here at Shurwest. You are not limited, forced into one role or micromanaged–your own efforts dictate your success.

Matt
McDonald

Life Case Designer

An Arizona native, Matt worked for a local Fortune 500 corporation in customer service and inside sales roles before joining Shurwest in our life department. A constant learner, he is excited to “wear many hats” and find multiple ways to help advisors with insurance strategies to augment retirement planning. He is a huge fan of all the Arizona sports teams, loves music, hiking, and spending time with family and friends.

Contact me to learn more:

800-440-1088
mmcdonald@shurwest.com

My background in investments allows me to explain how life products have evolved into a completely new asset class and unique investment opportunity.”

Michael
Seabolt

Senior Life Wholesaler

Mike understands both annuity and life solutions and helps advisors differentiate benefits in terms of client suitability. He’s excited about indexed universal life products because of their tax efficiency and feels they are one of the most important aspects of financial planning today—especially with the exploding boomer population. Mike says he loves the vibe at Shurwest as well as its relationship to Annexus. He fully leverages our marketing infrastructure to grow his advisors’ practices.

Contact me to learn more:
800-355-0581
mseabolt@shurwest.com

My goal is to improve life insurance service standards, using my experience to find innovative solutions to problems and a more efficient sales cycle.

Tami
Hill

Life Case Manager

Tami spent nearly 20 years with Securian Financial Group and fully expected to retire with the firm. Tami has an array of experience including recruiting, advisor training and extensive client services. In addition to financial service experience, she also spent several years in the real estate industry, so she understands the needs and concerns of driven sales professionals.  In her spare time, she enjoys spending time with her family and her three dogs.

Contact me to learn more:

800-440-1088
thill@shurwest.com

 Meet the Rest Of The Team