Company Bios

Brent Walters
CEO
22 years of captive agency ownership
  • Communicate strategy, mission, and vision
  • Determine resources needed to drive performance
  • Provide direction for accurate organizational functions and design
Candice Walters
CCO
14 years within both captive and IA companies, 8 years independent agency ownership
  • Oversees and manages any and all compliance issues
  • Ensure organization is in compliance with laws and regulatory requirements
  • Implement standards to ensure employees are in adherence with internal procedures and policies
  • Responsible for Identifying, preventing, detecting, and correcting noncompliance with applicable laws and regulations
Clint Walters
COO
Oversees NavSav operations, with 20+ years experience in Financial Services sector
  • Manages and directs enterprise operations to include people, process and technology
  • Execution of strategy, mission, and vision
  • Drives organizational direction, function, and design
Todd Carter
CFO, M&A + CARRIER RELATIONSHIPS
8 years at Allstate, most recently serving as Agency Channel Finance Leader
  • Oversee accounting and finance functions
  • Develop and maintain carrier relationships
  • Execution of strategic initiatives
  • Leveraging data to improve decision-making
Angie Hebert
CMO + AGENCY PARTNERSHIPS
19 + years Marketing/ PR professional with focuses in strategic planning, brand management, design, and media buying
  • Oversees National brand, vision, and strategy
  • Agent / Agency partnerships
  • Leading development for retail strategies for entire product portfolio
Jimmy-Ray
CIO
20+ years of experience maintaining daily IT operations, overseeing network infrastructure, and implementing processes to ensure secure systems
  • Oversees information technology initiatives, strategy, and implementation enterprise wide
  • Manages installation, upgrades, and troubleshoots all aspects of network operation
  • Responsible for vendor relationships of necessary equipment and software for daily IT operations