Michael R. Smith, CLU
Michael graduated from Virginia Tech in 1983 and began working in the financial services industry that same year. In 1994, he became a John Hancock general agent and built that business to over 60 registered representatives operating in 5 states.
In 2008, Mike founded The Financial Partners Group – a multiple-shareholder wholesale financial services firm – and in late 2010, converted TFP to its current independent status.
Mike brings vision, leadership and executive level expertise to The Financial Partners Group. He is also the author of “Tread Lightly“, an essential resource for every consumer and client advocate looking to successfully purchase and maintain a complex life insurance portfolio.
Kathleen M. Donnelly, CFP, ChFC, AIF
Kathy spent 25 years in California during which time she began her financial services career with John Hancock Financial Network. She came up through the ranks starting as a financial sales representative, was promoted to sales manager and then assumed the role of regional manager.
Kathy became the Managing Partner of the Orange County California Agency, performing in that role for 10 years.
After relocating to Atlanta, Kathy joined The Financial Partners Group in 2010. She brings an experienced and successful producer’s eye to the role a brokerage agency plays within an individual producer’s business.
Kirk graduated from the University of Cincinnati in 2000 and got his first experience with insurance in Real Estate Title Insurance. He quickly transitioned over to the financial services industry when he accepted a position at Protective Life in 2003.
Kirk had the unique opportunity of working extensively with both life insurance and annuities at Protective Life. He worked within all distribution departments including broker/ dealers, independent agents, wirehouses, and banks.
Kirk brings 15 years experience selling term and permanent life insurance as well as indexed, fixed, and variable annuities to the TFP Brokerage team.