meet the team
Get to know the faces behind our exceptional service and leadership.

Equis Executive Team
The Executive Team at Equis Financial is responsible for making all key decisions and setting the strategic direction for the company, ensuring our vision and goals are met.

Equis Retirement Solutions Team
The Retirement Solutions Team oversees our Retirement Solutions division, offering in-depth training and support for annuities, IULs, and other retirement products. They also manage our referral program, helping agents expand their network and grow their business.

Integrity Managing Partners
These are agencies within Equis Financial that have partnered with Integrity Marketing Group, becoming part of Integrity’s prestigious portfolio of successful agencies, bringing their expertise and success to the broader network.

Equis Home Office Team
The Home Office Team at Equis Financial is dedicated to enhancing the agent experience by providing comprehensive support and resources. They focus on delivering exceptional service and continuous assistance to help agents succeed and grow throughout their journey with Equis.

ADAM LOVERDE
Assistant Director of Carrier Relations

ALAINA FORSLUND
Marketing Director

BRANDY PARRIS
Agent Services Specialist

BRIANNA BALLARD
New Business Analyst

EVAN PARKER
Contracting Analyst

HOLLY LEWIS
Director of Administrative Services & Agent Relations

HUNTER STINNETT
Communications & Event Specialist

JACKIE HENSLEY
Lead Specialist

JAMES WILLIS
Agent Services Specialist

JANA MILLSPAUGH
Equis Retirement Solutions Creative Director

JESSICA TESTA
Assistant Director of Agency Development

JOANNE JUMPER
Onboarding Specialist

KENDRA LEWIS
Commissions Analyst

KENNETH TADLOCK
Contracting Admin

KYLE SLONE
New Business Manager

LAURA WILLIAMS
Contracting Specialist

PAUL WILLOUGHBY
Accounting Manager

RACHEL DUFFY
Agent Services Specialist

RYAN COLE
Assistant Director of Agent Relations & Accounting
TESTIMONIALS
Don’t Just Take Our Word For It, Hear From Equis Agents
OUR CORE VALUES
Equis Financial is Built On Core Values

RESPECT
OWNERSHIP


RELATIONSHIPS

TOUGHNESS
ATTITUDE

HUMILITY
