Our story began in the late 1980s amidst the quiet hum of a small insurance company.

Tom Wade and Leah Brandt, two future industry leaders, shared a cubicle wall. They had little knowledge of the impact their future partnerships would have. By the mid-1990s, Tom had founded his IMO American Financial Marketing. Leah joined Tom at AFM to lead the sales support team.

While Tom and Leah continued to build the IMO, Brian Smith was working his way up the ranks on the sales side at that same, now larger, insurance company. Meanwhile, Matt McKay and William Wade were spending time fishing at their family cabins. And yes, William still remembers trying to skip rocks across the water like Matt and accidentally hitting Matt’s sister with a rock.

The mid-2000s brought significant changes. Brian had left the corporate world and was full steam ahead at American Financial. Tom had sold American Financial and started his RIA.

Fast forward to the 2010s. Matt and William were working together at a newly formed IMO. Brian was working with some of the Country’s top advisors. Leah was helping Stan The Annuity Man write and place $200m/year of annuities. Tom’s RIA was SEC registered, and he had come back to American Financial in a consulting role.

Our paths cross once again today. Tom, Matt, and William laid the foundation in 2022. Leah and Brian joined shortly thereafter. By 2024, the team had grown to include Angie Smith, Brent Jensen, Jason Brandt, Jill Saunders, Justin Smith, and Nicole Baker. And yes, they all worked with another team member at some point in the past.

Our hybrid team model includes decades of wholesale and retail expertise. Our team understands your business because we've been in your shoes. We are committed to providing personalized service, saving you time writing business, and building lasting relationships.

We look forward to the opportunity to continue serving you!