Shurwest is an innovative, vibrant community committed to helping our advisors succeed, and I am excited to be a part of it.

Tandi
LeFranc

Vice President of Marketing

Building a secure financial future has always been Tandi’s passion, and she has worked in the financial services industry her entire career. With more than 15 years of marketing, branding, sales, training and product innovation behind her, Tandi leads the strategy for the marketing of Shurwest and our advisors. Tandi’s strengths in maximizing organizational efficiency, enhancing teamwork, leveraging skills and developing tools to measure ROI allow the Shurwest marketing team to deliver increasingly innovative, creative and results-oriented marketing services to our advisor partners.

My favorite thing about Shurwest is working together with a strong, talented marketing team.”

Lita
Patrick

 Marketing Manager

Lita drives and manages both Shurwest and advisor marketing projects, serving as our marketing liaison with key advisors. She enjoys building long-lasting relationships and sharing marketing strategies and tips, helping advisors grow their practices and enhance their brands. Lita believes everyone in the marketing department brings a different strength to the table. “I learn and grow every day just by working together on projects for our advisors,” she says.

I enjoy providing marketing support that is ROI-driven. A lot of marketing can seem like ‘vapor’ to advisors. I think it’s important for every tool and service we provide to have a specific benefit and be integrated with an overall strategy. It’s very gratifying to work for a company like Shurwest that pushes you to be innovative and gives you the necessary tools to do so.

Scott
Drake

Client Acquisition Program Manager

Scott Drake drives and develops unique digital strategies and lead generation programs for Shurwest and our advisors. Scott’s past experience includes 20+ years as a large-market, on-air radio personality, as an on-camera news talent covering legal, financial and medical topics, and as the director of digital content development for a local video news production house.

I happened into the financial services industry by chance, but I find it very rewarding to be providing a service which helps people be secure in their later years.”

Shannon
Aldrich

Web Developer

With a degree in computer science, Shannon has eight years’ experience as a skilled web developer, creating custom websites and landing pages for both Shurwest and our advisors. She helps streamline advisors’ communications with their clients, creating emails and e-newsletters in HTML and utilizing various email interfaces for their delivery. Additionally, she helps advisors with their online presence by providing all the back-end coding and onsite optimization required for them to show up in multiple ways in search results.

I help our advisors by developing or enhancing their brand identity, and making sure that their brand ‘look’ is consistent on every marketing piece we create for them.”

Jennifer
Becker

Graphic Designer

Jenn has been with Shurwest for over two years, providing graphic services and marketing support for both Shurwest and our advisors. Prior to joining Shurwest, she spent five years running her own graphic design agency and five years as a graphic designer at an award-winning design firm in Phoenix. In addition to her talent as a designer, she has years of experience with pre-press graphics and print.

I love how each advisor has something that is uniquely important to them, many times it comes from personal experience. I enjoy helping them tell their story and connect with their ideal customers. I also really like that at the heart of it all, the goal is to help people create a more secure future for them and their families.”

Gina
Stock

Graphic Designer

Gina helps advisors grow their practices by developing a strong brand for them, enhancing each advisor’s credibility with their clients and potential clients. She helps elevate advisors’ marketing materials by using graphic techniques to better communicate and simplify complex messages about finances and retirement planning. With years of experience designing for entrepreneurs and start-ups as well as for large corporations with established brands, Gina values the fact that Shurwest allows her to work with such a variety of advisors, developing different brand identities for each one.

I love the fact that I am helping advisors communicate about financial solutions which help families with retirement and college tuition—two of the biggest issues facing Americans.

Pel
Abbott

Sr. Writer, Content, Social Media

Holding a degree in journalism and having many years of experience in advertising and marketing, Pel writes content for our financial advisors as well as for Shurwest. She also creates content for blog posts, social media and PR, and she is passionate about SEO. In the past she co-owned an advertising agency, and helped the Arizona Republic launch azcentral.com, one of the nation’s first news websites. She became a huge fan of fixed indexed annuities after reading Tony Robbins’ book Money, Master the Game shortly before interviewing with Shurwest.

“I’ve worked to build on Ron Shurts’ vision…and in the process have built some amazing relationships with our producers and with those I work with everyday.”

Amy
Brandsoy

Marketing Strategist

As Shurwest’s first employee, Amy believed in co-founder Ron Shurts’ vision from day one. Amy welcomes all newly-licensed agents and rewards advisors for their production milestones. She is constantly searching for new ways to help advisors maximize their relationships with their clients. With her years of experience working with our long-standing advisors, she is uniquely positioned to support their individual business needs.

“As a ‘learner’ who wants to constantly increase my skillset, it’s exciting to collaborate with creative people who are so good at what they do.

Geoff
Dix

Web Developer

Geoff handles many different digital design projects for Shurwest and our financial advisor partners. Most recently, he was in charge of email marketing for a local Phoenix firm for several years. Geoff was one of the first 100 people to receive a bachelor’s degree in digital culture from ASU’s Herberger Institute for Design and the Arts, where he learned HTML, Photoshop, Illustrator, WordPress and developed his expertise in social media and content management.

I like the open-door atmosphere and good energy at Shurwest. It really fosters creativity and teamwork.

Lindsey
Plitt

Traffic Coordinator

Lindsey is responsible for managing the day-to-day tasks and workflows required to complete the hundreds of projects that come through the marketing department. Prior to joining Shurwest, she spent four years working in B2B marketing for a veterinary firm. She graduated from ASU with a degree in economics and minor in political science, and spent a summer in Africa as part of a group building wells to provide clean water to villagers. She loves outdoor hiking trails.

 Meet the Rest Of The Team