meet the team

LEADERSHIP TEAM

Our leadership team is unwavering in their commitment to supporting Financial Professionals at every stage of their practice. With a holistic approach to mentorship, resources, and tailored guidance, we help empower Financial Professionals to thrive in their careers and achieve their professional aspirations.

Chris Cocores

Missy Yerger, MBA

Vice President of Sales and Marketing

Support expertise team

Our Support Expertise Team, offer their respective expertise in life insurance, disability insurance, annuities, and financial planning, are wholly devoted to resolving intricate challenges on behalf of your clients. With their deep knowledge and dedication, they provide invaluable insights and customized solutions that can empower you to help your client's work toward their financial well-being.

Life Sales Support &
Marketing Consultant
Disability Insurance
Support Specialist

Financial Planning
Support Specialist
Annuity Support Specialist
AR Insurance License #18436426, domiciled in PA

Transition experience team

Our dedicated transition team is committed to ensuring a seamless and positive experience for Financial Professionals as they transition to uFinancial Group. With a focus on meticulous planning and personalized support, we strive to make every transition move as smoothly as possible and setting the stage for success.

Transition Specialist
Transition Specialist
Agency Marketing Director
Manager of Events & Engagement