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
Lisa McLaughlin | Marketing Director (888) 758-7305
Lisa began her career in the marketing industry upon completing a Bachelor of Arts degree in Technical Journalism with a minor in English from Colorado State University, Fort Collins, in 1989. Her experience spans more than two decades and includes positions as copy editor and freelance writer with Gannett newspapers and military publishers, owning two successful marketing and web design companies across multiple states, building a clientele and managing a full-cycle desk as a professional recruiter, and servicing clients together with her husband and financial advisor under a national broker-dealer and then within his independent RIA firm. Lisa and her husband and two daughters live in Lakewood, Colorado, and enjoy all kinds of seasonal activities every chance they get.
Carrie Davis | Marketing Coordinator (888) 758-7305
Carrie comes with a strong background in small business ownership, office management and customer service. She holds a BA in Business and Marketing with a minor in Communication from Arizona State University. Carrie offers a wide array of support to our Advisor Consultants and their agents, providing concierge-level attention to detail across all of our marketing systems. Outside the office, Carrie remains busy chauffeuring her three children to various sports and activities while trying to eke time out to train for her love of triathlons, take in a great book, or putz in the garden.
Karla Cutshaw | Supply Request Coordinator (888) 758-7305
Karla has been in the customer service industry for the past five years, working with the elderly. She also has her certificate in culinary arts and is planning on continuing her education to become a Medical Technician. She joins First Annuity with a heart for service to others and is passionate in everything she does. Karla grew up in the Philippines and moved to Colorado in 2012, which she now calls home. When she’s not working, she likes to spend time outdoors and with family and friends.