Allegis Financial Partners
Craig Whiting is a seasoned financial services professional currently employed at Allegis Financial Partners since February 2019. Prior experience includes roles as an Energy Consultant at Encōr Solar, where Craig excelled in generating business through referrals and utilizing Excel for personalized financial reports, and as a Business Administrator at Whiting Brother's Rock City, where responsibilities included managing production and inventory data. Previous positions also featured a Billing Manager role at Conservice The Utility Experts®, overseeing billing accuracy for numerous properties, and an internship at UBS focused on organizing client data and market analysis. Educational qualifications include a Master of Business Administration from Utah State University and a Bachelor's Degree in Finance and Economics from the same institution.
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Allegis Financial Partners
As a full-service insurance and investment company, Allegis Financial Partners focuses on the individual needs of each client - not a particular product. This has proven to be a winning formula for our company, founded in 1999 by Jeff Erekson, and consistently recognized as one of the Intermountain West's strongest and most stable agencies. During the last 10 years, our sales increased nearly five-fold as we expanded to six locations with more than 100 associates in Idaho, Utah, Washington and Oregon. Many of our representatives hold various professional designations and licenses, where ongoing financial services education is required for our team members. The Allegis Financial Partners management team has a combined total of more than 75 years of experience in the financial services industry. Allegis Financial Partners has representatives who are licensed and authorized to conduct life insurance business in AL, AZ, CA (Lic #0C56220),CO, CT, GA, IA, ID, MO, MT, NC, NM, NV, OH, OR,PA, SC, TN, TX, UT, VA, WA and WY. Allegis Financial Partners also has representatives who are registered and authorized to conduct securities related business in AL, AZ, CA (Lic #0C56220),CO, CT, GA, IA, ID, MO, MT, NC, NM, NV, OH, OR,PA, SC, TN, TX, UT, VA, WA and WY. Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC, Allegis Financial Partners is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or a Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Allegis Financial Partners and have not been reviewed for completeness and accuracy. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.