“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.


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.
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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.


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.

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


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.

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 Meet the Rest Of The Team