Meet Our Team
MANAGING PARTNER
With over 20 years of experience in the financial services/insurance industry, Jeremy Haskin is the Managing Partner and Founder of Focus Financial Group, LLC, a midwest based advisory firm. Jeremy and his team of partners have served thousands of clients specializing in retirement and investment planning, insurance coverage and tax solutions.
INSURANCE BROKER - COLORADO
Kerry Lynch is an experienced independent insurance broker located in Steamboat Springs, Colorado. Kerry specializes in providing customized insurance services for the ski sports and recreation industry, as well as commercial insurance packages for construction, condo owners, ranch owners associations and for smaller, boutique industries.
As part of Focus Financial Group, Dalan is a licensed Life Insurance Broker specializing in securing Final Expense coverage for seniors. He has helped hundreds of clients find great coverage at an affordable rate. By comparing prices between many different insurance carriers, Dalan is able to provide his clients with a final expense policy suited to their individual needs. Dalan is based out of Missouri, but is also licensed in: Ohio, South Carolina, Texas, and Virginia.
As a licensed Life Insurance Broker in five states, Sabrina is committed to helping seniors find coverage to pay for their final expenses. With access to many of the top Final Expense insurance carriers, Sabrina is able to advocate for her clients to find them the best plans at the most affordable rates and she does so with passion and drive. Sabrina is based out of Missouri, but is also licensed in: Ohio, South Carolina, Texas, and Virginia.
Our Values
When it comes to getting financial advice, we realize you have many options and choosing the right option for your family can be a tremendous and sometimes intimidating challenge. Below you will see a quick snapshot of some of our ideals and values which we hope will give you a better idea of how we operate.
1. No two families are exactly alike, why treat them as if they are
We work hard to listen to what is important to your family. What are your values? What is important to you? What are your goals? We then strive to put together a plan that fits and if we can’t, we happily tell you up front and part as friends. We don’t try to cram a round peg into a square hole, in other words.
2. Integrity Matters
Everyone says this, but what do they mean? We don’t all drive the same cars, because we all have different taste, drive in different climates, have different types of terrain in mind, or to put simply, different goals. We don’t let compensation dictate what we recommend. Sometimes giving a client the best advice means we don’t make a penny and we are okay with that.
3. Communication Matters
We believe that communication with our clients is the most important part of our jobs. We believe that your advisor should be easy to reach and quick to respond. I’ve heard coaches say “your most important ability is availability”. While the context may have been different, we think it applies to business just as much as sports. You deserve a prompt and personal response and you will always get it from us.
4. Service Matters
Do you frequently wonder how some businesses stay in business? Whether in the service business, healthcare business or any other business, we believe all business should be held to the same standard we try to adhere to in our personal lives. We believe in the Golden Rule. We believe if we don’t treat our clients the way we’d like to be treated, they won’t be our clients very long.
