Join a network of top-tier agents and gain access to premium solutions, expert training, and industry-leading support. Partner with us to grow your business and secure your client’s lasting financial success!
Trawick Financial Services has been a leader in the financial and insurance industry since 1992, dedicated to empowering agents with the tools and resources they need to succeed. Our team of certified professionals works closely with agents, ensuring they have access to top-tier financial solutions and the support necessary to grow their business.
With over 30 years of experience, we have built a reputation for excellence, trust, and innovation. We provide comprehensive training, cutting-edge technology, and a strong support network to help agents navigate the ever-evolving financial landscape. At Trawick Financial Services, we are committed to fostering long-term partnerships and helping agents achieve sustainable success.
What We Offer
As a trusted partner, we provide agents with:
We believe in fostering long-term relationships, equipping our agents with everything they need to deliver superior financial solutions to their clients.
Our Partnerships
At Trawick Financial Services, we collaborate with leading financial institutions and annuity providers to offer agents access to top-rated products in the industry. Our strategic partnerships ensure that agents can confidently present the best solutions to their clients while benefiting from robust growth opportunities.
At Trawick Financial Services, we understand the importance of efficiency and innovation in the financial industry. That’s why we created Flex—a powerful platform designed to simplify the contracting process, provide real-time tracking, and equip agents with cutting-edge sales tools.
With Flex, agents can:
✅ Manage their business effortlessly with a user-friendly dashboard.
✅ Track contracts and policies in real time for complete transparency.
✅ Stay ahead with industry updates, training materials, and expert insights.
✅ Access exclusive incentives and promotions to maximize earnings.
Join us and experience how Flex can transform the way you do business!
Our Partnerships
Becoming a Trawick Financial Services agent means gaining access to top-tier resources, strategic support, and industry-leading partnerships. When you join us, you’re not just signing a contract—you’re investing in a network that prioritizes your success.
Expert Guidance: Gain access to industry best practices and professional insights.
Comprehensive Product Line: Offer your clients a diverse range of annuity solutions.
Personalized Support: Receive dedicated assistance for onboarding and beyond.
Growth Opportunities: Expand your knowledge through training programs, webinars, and networking events.
Start your journey with Trawick Financial Services today and take your business to the next level!
Get to know the professionals behind Trawick Financial Services. Our experienced team is here to provide expert guidance, personalized support, and innovative financial solutions to help you secure your future with confidence.
David
Greg Pearson – President
As the President of Trawick Financial Services, Greg Pearson brings years of leadership and industry expertise. His vision and dedication drive the company’s commitment to excellence, helping clients and agents achieve financial success with confidence.
Mary Rothenhauser – Director of Operations
Mary oversees the operational aspects of the company, ensuring efficiency and seamless processes. Her strategic approach and expertise play a vital role in maintaining high standards of service and client satisfaction.
Camila Galeppi – Executive Assistant
Camila provides essential support to the leadership team, managing day-to-day operations and ensuring smooth communication. Her attention to detail and organizational skills keep everything running efficiently.
Chris Nissen – Director of Sales
With a deep understanding of financial products and market trends, Chris leads the sales team in providing top-tier financial solutions. His expertise helps clients make informed decisions to secure their financial future.
Julia Mandel – Lead Case Manager
Julia is responsible for handling complex cases, ensuring that every client receives the best possible financial solutions. Her expertise and dedication help streamline processes and enhance customer experience.
David Thompson – Wealth Consultant
David specializes in wealth management and strategic financial planning. He works closely with clients to develop tailored financial plans that align with their long-term goals and security.With a deep understanding of financial products and market trends, Chris leads the sales team in providing top-tier financial solutions. His expertise helps clients make informed decisions to secure their financial future.
José Moncada – Commissions Representative
José ensures that financial transactions, commissions, and payments are processed accurately and efficiently. His meticulous approach helps maintain transparency and trust within the company.
Megan Peterson – Operations Manager
Megan plays a crucial role in maintaining smooth operations within the organization. Her leadership and problem-solving skills contribute to the company’s overall efficiency and success.