The Life & Annuity Team

Aaron Gravel
Senior Agent Relationship Manager

Aaron Gravel
Senior Agent Relationship Manager

What is your title and primary responsibility at Brokers Alliance?

Helping Insurance Agents provide annuity solutions to their clients and help manage our Annuity Division.

Tell us about your hometown and family:

I’m from Southington, CT originally and have lived in AZ since 2009 and have 2 beautiful children Cameryn and Brady.

What is your proudest accomplishment?

Joining the Army in 1995 and serving for 8 years.

At the end of your workday, how do you measure if it has been a success?

If at the end of my day I feel exhausted, I know I gave it all.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Tom Brady, because he’s an outstanding father, husband, individual and humble role model for others.

What are the top three items on your bucket list?

1. Drink Guinness in Ireland. 2. Retire to a Ranch in Montana. 3. Watch my kids grow up.

What would be your “walk-up song”?

Johnny Cash - Walk the Line

Awards & Recognitions

Cayse Mersch
Senior Life Consultant

Cayse Mersch
Senior Life Consultant

What is your title and primary responsibility at Brokers Alliance?

Life Brokerage Specialist, I am responsible for case design, case management and some underwriting.

Tell us about your hometown and family:

I live in Manhattan, no not that one. Think the polar opposite and you have Manhattan Illinois. I am married to Catherine and have been for 28 years and we have a lovely daughter Rachel, who is 23.

What is your proudest accomplishment?

Making it 23 years with this awesome organization.

At the end of your workday, how do you measure if it has been a success?

If I am not sobbing openly I feel I have had a good day. Seriously, if cases get written and paid and no agent is newly disappointed. That is a good day.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Joe Racich. I always take any chance I get to sit down with Joe.

What are the top three items on your bucket list?

Travel to 1) Australia 2) Dubai and 3) Ireland.

What would be your “walk-up song”?

Man of the hour (Pearl Jam) Love that song.

Awards & Recognitions

Holly Chin
Senior Life Consultant

Holly Chin
Senior Life Consultant

What is your title and primary responsibility at Brokers Alliance?

Senior Life Consultant. I am responsible for everything pre-application, product knowledge, illustrations, contracting, applications, underwriting, navigating our website, making sure our agents have the tools they need for the sale, etc.

Tell us about your hometown and family:

I have lived in IL my entire life, and I love it. I have a wonderful husband, son and dog.

What is your proudest accomplishment?

My son is my proudest accomplishment, he is the best part of everyday.

At the end of your workday, how do you measure if it has been a success?

That I finished all the tasks I received throughout the day and that everyone has what they need for the client appointments they have scheduled.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

I would want to meet my husband and son at Starbucks, because I love spending as much time as possible with them.

What are the top three items on your bucket list?

I want to travel to all of the states in the United States, ride in a helicopter, and buy a lake house.

What would be your “walk-up song”?

Come With Me Now by the Kongos

Awards & Recognitions

Louis Messina
Senior Agent Relationship Manager

Louis Messina
Senior Agent Relationship Manager

What is your title and primary responsibility at Brokers Alliance?

Annuity and Life Sales Consultant. My responsibilities are to assist advisors on Product Support and Case Design for both Life Insurance and Annuities.

Tell us about your hometown and family:

I grew up in the small town of Fountain Hills where Brokers Alliance is located. Fountain Hills is known for having one of the largest man made fountains in the world and can shoot up to 560 ft in the air. My family and I are very close! My brother and I have lived together since 2010 and just recently sold our property and went our separate ways. We still maintain family dinners weekly to stay close.

At the end of your workday, how do you measure if it has been a success?

My goal for every workday is to leave it all on the table. If I walk away knowing that I did, it was a success.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Mark Cuban and it wouldn't be for coffee…It would be for a beer.

What are the top three items on your bucket list?

Skydiving, Thailand, and riding a unicorn.

What would be your “walk-up song”?

Undisputed - Ludacris Ft. Floyd Mayweather

Awards & Recognitions

Parker Adams
Agent Relationship Manager, Exclusive Lines

Parker Adams
Agent Relationship Manager, Exclusive Lines

What is your title and primary responsibility at Brokers Alliance?

I am the Marketing Director for our Exclusive, Proprietary Lines Division here at Brokers Alliance.

Tell us about your hometown and family:

Arizona Native. Peoria specifically. I have a small tight knit immediate family that means everything to me but have a good amount of relatives in Oklahoma and Texas.

What is your proudest accomplishment?

I don’t know if I have one particular accomplishment I am the proudest of. However, my little Brother’s High School Graduation is one of my proudest moments.

At the end of your workday, how do you measure if it has been a success?

I was told along time ago that when it comes to life as long as you are doing the best you can as much as you can, nothing can be considered a failure. So as long as I’ve done the best I can as much as I was able to, I consider the day a success.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

My Grandfather, Charles Cramer. He died when I was really young and as a grown man, being a direct descendant, hearing his insight and perspective I feel would be extremely rewarding.

What are the top three items on your bucket list?

1.World Travel 2.See the Utah Jazz win a NBA World Championship 3.Own a Castle

What would be your “walk-up song”?

Citizen Cope ft Carlos Santana - Sideways

Awards & Recognitions

Alexander Farnsworth
Agent Relationship Manager

Alexander Farnsworth
Agent Relationship Manager

What is your title and primary responsibility at Brokers Alliance?

Agent Relationship Manager

Tell us about your hometown and family:

Born and raised in Chandler, AZ. I married my Highschool sweetheart and we just celebrated our nine year wedding anniversary in 2020. We have four children that keep us on our toes and constantly laughing. It truly takes a village to raise children, and we are very grateful for the community that we live in.

What is your proudest accomplishment?

Marrying my best friend and having the opportunity to raise our children in our hometown. My family is my passion!

At the end of your workday, how do you measure if it has been a success?

When I am able to use my abilities to affect those around me positively. I hold to the truth that “We are what we repeatedly do. Excellence, then, is not an act but a habit.” - Will Durant

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Alexander the Great. My namesake has always intrigued me. Tutored by Aristotle at the age of thirteen, he went on to create one of the largest empires of the ancient world by the time he was thirty. Alexander not only was undefeated in battle, he grew to become one of the most influential people in history.

What are the top three items on your bucket list?

1. Attendingand watching the Arizona Cardinals win their first SuperBowl

2. Fly fishing trip to Glacier National Park in Montana

3. Fly on a commercial trip to outer space

What would be your “walk-up song”?

“The Rising” by Bruce Springsteen

Kathryn Holmes
Agent Relationship Manager

Kathryn Holmes
Agent Relationship Manager

What is your title and primary responsibility at Brokers Alliance?

Agent Relationship Manager. I am here to answer your phone call and questions about anything to do with Brokers Alliance!

Tell us about your hometown and family:

I was born in Woodstock, Georgia but moved to Cleveland and Cincinnati in Ohio before settling in Annapolis, Maryland when I was 8. I have 3 sisters and we all grew up in Maryland but are all now getting ready to move away down south! I am going back to Georgia and most of my family is going to Florida! I also have an adorable niece and nephew on the way!

What is your proudest accomplishment?

Working my way through college. I worked 40 hours a week, got promoted to a manager at 19 and took a full course load, and still graduated on the dean's list. It taught me how to be a hard worker early on!

At the end of your workday, how do you measure if it has been a success?

If I have learned something new, whether it be about my job, another person or myself. Never stop growing and never stop learning!

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Dwayne “The Rock” Johnson. His life story is amazing and I admire the way he has grown in his career and built such a successful empire for himself. He openly talks about dreams that he had for himself, how they failed and he hit rock bottom but how it was one of the best things that happened to him because it led him to where he is now. He went from a college football player who didn't make it into the NFL and had nothing to a WWE wrestler to the world's highest-paid actor to a successful businessman across multiple industries. There is even a joke that he should run for president one day. If anyone is the physical embodiment of the quote “change is inevitable, growth is optional,” it is him!

What are the top three items on your bucket list?

Travel across Europe. Ireland, Great Britain, France, Spain, Italy, Greece, Germany, and Scotland are all top of the list.
Build my own tiny house or school bus and travel around the entire United States.

Get a role in a movie, even as an extra. I am a huge movie fan and have always wanted to experience the film industry firsthand and have a part, no matter how small, in creating that movie magic!

What would be your “walk-up song”?

“Thunderstruck”. Everything sounds cooler with AC/DC playing in the background.

Brittani Bash
Agent Relationship Manager

Brittani Bash
Agent Relationship Manager

What is your title and primary responsibility at Brokers Alliance?

Agent Relationship Manager - to equip agents with the best information and resources necessary to help individuals, families, and businesses.

Tell us about your hometown and family:

I was born and raised in Dallas, TX but currently live in Austin, TX with my wonderful husband, Eric, and daughter, Zeta. My husband has always supported me to reach my goals and I couldn’t be more proud of who my daughter is becoming.

What is your proudest accomplishment?

My daughter.

At the end of your workday, how do you measure if it has been a success?

If I completed my tasks, made someone laugh, and helped some agents.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Socrates. He is a wise philosopher who I’d love to have an intellectual conversation with.

What are the top three items on your bucket list?

Travel to Rome
See the Aurora Borealis
Travel to Australia

What would be your “walk-up song”?

Scatman by Scatman John

Jacori Wooten
Agent Relationship Manager

Jacori Wooten
Agent Relationship Manager

What is your title and primary responsibility at Brokers Alliance?

Agent Relationship Manager

Tell us about your hometown and family:

I was raised in Queen Creek, Arizona by my father and stepmother, and my mother lived in Surprise. I am the oldest, and I have 4 sisters.

What is your proudest accomplishment?

Being the first athlete in the family to receive any Division 1 recognition/getting scholarships.

At the end of your workday, how do you measure if it has been a success?

If I want to sleep, when I lay down after work and I start dozing off, I know it's been a good day!

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

I'd meet Jay-Z, I'd ask him what it takes to be successful and things to start doing while I'm young.

What are the top three items on your bucket list?

Go to Visit all 50 states, Go to Europe, and Buy a house on each end of the U.S.

What would be your “walk-up song”?

Pour Some Sugar On Me - Def Leppard

Logan Hornback
Agent Relationship Manager

Name
Title

What is your title and primary responsibility at Brokers Alliance?

Agent Relationship Manager which means I have the fun job- I get to talk to people all day and help them meet their goals!

Tell us about your hometown and family:

I was born and raised in Louisville, Kentucky- home of the Kentucky Derby, Louisville slugger, and Muhammud Ali! I have a very close knit family and when we aren’t vacationing together, we’re relentlessly teasing each other. I have a son named Harlan and I am engaged to be married next March. Family is my motivator!

What is your proudest accomplishment?

Hands down- my son.

At the end of your workday, how do you measure if it has been a success?

If I helped at least one person and learned one new thing, it was a successful day.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Hunter S. Thompson! He is one of my favorite authors, from my hometown, and lived an incredible life through his creation of gonzo journalism.

What are the top three items on your bucket list?

1. See the 24 hours of Le Mans in real life

2. Open and operate my own traveling flower truck

3. Buy a big piece of land in Kentucky and raise some horses

What would be your “walk-up song”?

Move Your Feet by Junior Senior

Carrie Trammell
Agent Relationship Manager

Carrie Trammell
Agent Relationship Manager

What is your title and primary responsibility at Brokers Alliance?

Agent Relationship Manager

Tell us about your hometown and family:

I live in the heart of West Texas where Friday night Football rules and Rodeos are a way of life. I am the proud mama of a blended family of 5 children (4 girls, 1 boy) and Mamaw to 1 grandson and 1 granddaughter.

What is your proudest accomplishment?

Earning my black belt at 40. Training with people half my age taught me that age really is just a number.

At the end of your workday, how do you measure if it has been a success?

I look at the conversations I had with agents. If I was able to represent BA professionally and with a strong belief in what we do then I was successful.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

I despise starbucks so we would have to meet somewhere else :-). Dolly Parton, I want to know how she has managed to handle the criticism early in her career, managed to become one of the wealthiest self made women in the U.S. and still maintain her positive outlook and hang onto a kind heart.

What are the top three items on your bucket list?

I don’t really have a bucket list…Anything I’ve ever wanted to do I have done. I don’t wait for a list or an opportune moment..I just go.

What would be your “walk-up song”?

Girl on Fire by Alicia Keys

Levi Lodge
Agent Relationship Manager

Levi Lodge
Agent Relationship Manager

What is your title and primary responsibility at Brokers Alliance?

Agent Relationship Manager, I build relationships with Agents and if they are a good fit. I will help them become the best in their strengths and build confidence in their weaknesses.

Tell us about your hometown and family:

I am from a small town in Jane Lew, West Virginia. Family oriented, we’re all hillbillies at heart. Love to hunt, fish, trap, and swim in lakes.

What is your proudest accomplishment?

Completing college.

At the end of your workday, how do you measure if it has been a success?

If I don’t have work on my mind when I am off. As long as work isn’t running through my mind, I know I completed all the task that needed to be done.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Jesus, I want to meet the Lord and Savior of our world.

What are the top three items on your bucket list?

Live in the woods on a farm with a lot of land, Become a husband, Then a Father.

What would be your “walk-up song”?

Cool me down by Arise Roots, Hirie

Brandon Sabagh
Agent Relationship Manager

Brandon Sabagh
Agent Relationship Manager

What is your title and primary responsibility at Brokers Alliance?

Agent Relationship Manager

Tell us about your hometown and family:

Born and raised in Novi, MI, a suburb of Detroit.

What is your proudest accomplishment?

Funding my schooling by working full time.

At the end of your workday, how do you measure if it has been a success?

By how tired I am. If I'm not drained, I didn't do enough.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Napoleon Bonaparte. He was one of the most influential historical figures and transformed many regions.

What are the top three items on your bucket list?

Backpack Europe, Build a 7 second car, Snowboard Zermatt.

What would be your “walk-up song”?

Rooster by Alice In Chains

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