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