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
PO Box 838, Union, KY 41091
Phone: +1 (803) 252-3065
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.