Our mission is to become essential to the success of our financial professionals by providing a single destination for holistic insurance and financial planning support and best-in-class services and solutions.

Insurance

Concourse Financial Group

Concourse Financial Group's headquarters in Birmingham, AL, United States

Wendy Arther

Drew Davenport

Libet Anderson

Tim Bachmann

Gene Plauche

Paulette Farquhar

Ben Rivet

Robin Vigliotte

Tom Kennedy

Jordan Cott

Guy Allen

Kristen Williams

The Sales and Relationship Management team at Concourse Financial Group is dedicated to building and nurturing strong relationships with financial professionals and clients. They focus on driving sales growth through strategic partnerships, providing exceptional service, and offering comprehensive support for insurance and financial planning needs. This team collaborates closely with internal and external stakeholders to ensure that clients have access to best-in-class solutions and resources essential for their success.

Sales and Relationship Management

The Marketing and Compliance team at Concourse Financial Group ensures that all marketing initiatives align with industry regulations while effectively promoting the company's holistic financial planning services. This team collaborates to develop compliant marketing materials, train financial professionals on best practices, and oversee adherence to regulatory standards, thereby ensuring the integrity and success of the organization in serving its clients.

Marketing and Compliance

The Leadership Team at Concourse Financial Group is responsible for setting the strategic direction and vision of the company, ensuring alignment with its mission to support financial professionals. They oversee key operational areas, drive innovation in services and solutions, and foster a collaborative culture that empowers teams to deliver exceptional results in holistic insurance and financial planning.

Leadership Team

The Investment and Financial Planning team at Concourse Financial Group is dedicated to equipping financial professionals with comprehensive planning strategies and innovative investment solutions. They focus on delivering tailored financial plans, addressing complex client needs, and ensuring compliance through diligent surveillance, while also providing support in practice management and transitions for optimal growth and success.

Investment and Financial Planning

The Operations and Analyst Team at Concourse Financial Group plays a crucial role in streamlining processes and enhancing service delivery for financial professionals. This team is responsible for managing branch operations, overseeing case management, conducting branch inspections, and analyzing business systems to optimize performance. By ensuring efficient workflows and providing analytical insights, they contribute to the overall mission of delivering exceptional support and solutions in insurance and financial planning.

Operations and Analyst Team

The Finance and Accounting team at Concourse Financial Group is responsible for managing the company's financial health through accurate accounting practices, budget oversight, and comprehensive financial reporting. They ensure compliance with regulatory standards, facilitate strategic financial planning, and provide critical analysis to support the company's mission of empowering financial professionals with robust services and solutions.

Concourse Financial Group

Org chart

Teams

Sales and Relationship Management

Marketing and Compliance

Leadership Team

Investment and Financial Planning

Operations and Analyst Team

Finance and Accounting

Offices

Concourse Financial Group

Org chart

Teams

Sales and Relationship Management

Marketing and Compliance

Leadership Team

Investment and Financial Planning

Operations and Analyst Team

Finance and Accounting

Offices

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