Annuity Advisor Team

If it's annuity or life case design help, new business and/or contracting questions, you'll find your person here.
We look forward to serving you. Toll-Free: (888) 244-5764 ext. 200 Hours: Central Time 9:00pm-7:00pm Central

Spencer Ward | VP of Annuity Sales
(888) 244-5764 ext. 102 

Spencer Ward, is a valuable resource for advisors when it comes to his expertise when it comes to recommending the right annuity and life insurance retirement solutions for the advisors he works with. Spencer’s professional background in sales and marketing over the last five years has helped him be a rising star in the wholesale world. When it comes to him assisting advisors with client illustrations, explaining the benefits and application of our marketing systems, and providing contracting and new business updates, Spencer is one the best in the industry.
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​Born and raised in Seattle, he is the youngest of three brothers in an entrepreneurial family. Outside of the office, he enjoys playing soccer, playing a round of golf, and snowboarding at any of the Pacific Northwest slopes!

Tom Bradley | Advisor Consultant
(888) 758-7305

Tom is a successful, rising annuity professionals who is driven to achieve at the highest level. Everyday he works with his advisors with the goal of helping them reach their highest potential. Tom has a drive to achieve at the highest level. His energy and enthusiasm are contagious and his marketing skills and product knowledge are unmatched. Tom's knowledge of the industry and his desire to be the best are just two of the reasons why advisors all over the country choose to work with him. When Tom is not helping his advisors, he is running around with his kids. He has two children, a boy and a girl, with his wife Jessica. He is a sports enthusiast and enjoys anything that is a competition.

Rachel Root | Annuity Contracting and New Business Specialist
(888) 758-7305 

Rachel has been in customer service for over 15 years. Her drive and commitment are evident and she uses her vast skills and experience to help  issue new business for advisors at a rapid pace. Rachel is a problem solver, no matter how big or small, and advisors of Team Telluride rely on her for many things, most of all her dedication to getting things done and the “back office” assistance they need to enable them to grow their business. When she’s not working, Rachel loves to spend time with her husband and two children, Kaydence and Ryland. 

Nicole Skattum | Operations Manager
(888) 758-7305

Nicole’s key role is to develop world-class operations support of our advisors. Her team employs proven methods to accelerate the time to issue and time to pay incoming new business and provide any pre- or post-sale service required. Additionally, the team focuses on assisting producers in servicing clients and growing their business.
Nicole began with First Annuity in 2002, working full-time while attending college classes at night at Metro State University in Denver. A Colorado native, she grew up in Arvada and has been married for 10 years. She and her husband, Paul, have three fabulous fur-babies: Avalanche, Cody, and Molly. When not working, they travel, cook, and participate in anything that has to do with the Colorado Avalanche ice hockey team.

Mark Courtney | Tax and Social Security Expert

Mark started Senior Tax Solutions, to work with insurance and financial professionals, and their pre-retired or retired clients nationwide.  Mark provides tax consulting and support services to help identify possible areas on client tax returns where overall tax liability can be reduced or managed more effectively.