State Chapter Presidents

I serve individual clients by first serving as their trusted financial and insurance professionals with quality education, smart insurance plan design, and efficient underwriting. My team and I provide insurance strategies and insights that help financial and insurance advisors make high quality recommendations to minimize their client's impact of unpredictable and unforeseen events or conditions that threaten their financial future. I believe relationships developed through mutual trust and added value are time-tested virtues of success and my practice is built around those cornerstones.

My beautiful bride is a nurse at Brookwood Hospital and my daughter attends Vestavia Hills Elementary School. I enjoy photography and collecting singer/songwriter music along with gardening and bird watching in the occasional spare time. I am also a member of Briarwood Presbyterian Church and serve on the board of Young Business Leaders.

I also serve or have served on boards with Young Business Leaders, National Association of Insurance and Financial Advisors, and Cornerstone Schools of Alabama.

I am a Financial Adviser*, Owner at TDG Financial LLC offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of CT and MA. As such, these services are strictly intended for individuals residing in the states referenced.

I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT and MA. No insurance business may be conducted outside this/these state(s) referenced.

I am a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

Brokerage Director at Mass Mutual

As a Yarmouth local and lifetime Mainer, I understand the unique insurance challenges that Mainers encounter. Ironically, I ended up in insurance after an automobile accident injury forced me to change my major from Physical Therapy to Business Management

With over 15 years State Farm experience and over 10 years serving the greater Yarmouth Community, I know what it takes to offer remarkable customer service to make your insurance experience as easy and stress free as possible! Imagine, a local insurance agency with live, local professionals that understand your concerns and can help personally guide you through every aspect of your insurance. We even still make house calls as needed.

Since 2006 Josh has been honing his skills as an insurance professional. Whether it was through working directly with individual clients, working on well over 300 policies a year in the brokerage market, or building customized benefit plans for companies, Josh has developed a wide-ranging expertise when it comes to protecting clients with the foundation of any sound financial plan – insurance. Josh’s experience in a wide array of fields within the insurance business gives him a unique perspective in relation to putting a protection plan in place. In 2017, Josh founded O’Gara Financial Group, helping both businesses and individuals with Life, Disability, Long Term Care, Supplemental Benefits and Health Insurance. Areas of Expertise include:
Individuals:
- Life Insurance
- Disability Insurance (Paycheck Protection)
- Long Term Care
- Annuities

Businesses
- Group Benefits
- Supplemental Benefits
- Executive Benefits
- Health Insurance
- Dental/Vision Coverage

As a Modern Woodmen Managing Partner, I use my knowledge of the financial services industry to coach, mentor, and motivate a team of financial representatives in the Jackson, Mississippi area. I not only enjoy leading my passionate team of financial representatives, but also enjoy working with Modern Woodmen members to help develop a personal financial strategy unique to their needs and goals.
My role is to help members:
• Define your goals and objectives.
• Assess your current financial situation.
• Create an affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time.

Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

Experienced Owner with a demonstrated history of working in the insurance industry. Skilled in Whole Life Insurance, Property & Casualty Insurance, Universal Life, Term Life Insurance, and Life Insurance. Strong business development professional with a BS focused in Management from University of Rhode Island - College of Business Administration.