Back office
support

Personalized Brokerage Services has an entire back office support team that is here to help our producers. Whether it is reviewing applications, working with your travel, overseeing a project, or helping with the facilitation of your commissions, we are here to help. We believe the “front line is the bottom line” when it comes to client service for our producers. Go ahead and experience a new level of service with our team! From dedicated case managers to project management, let us work with your individual practice needs.

Helping
Your Practice

With Personalized Brokerage Services, your team will have more time to spend with clients, while we focus on managing important back office functions. Our back office support team cross-trains so that we can better serve our producers and their practices. See how we put "personalized" in Personalized Brokerage Services.

Back office support team

project management
Robin Stumbaugh

Operations Manager

client programs
Krystal Aloui

Sales Support Specialist

public relations
Sharil Sivertson

Suitability Specialist

consultation
Jason Dominguez

Sales Support Specialist

financial assist
Penny Terwelp

Sales Support Specialist

financial assist
Yolanda Salinas

Sales Support Specialist