Rob received his Bachelor of Arts Degree from Brigham Young University in 1976. He began his career as a life insurance agent in 1977. He is a life member of the Million Dollar Round Table and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is the President of Perry Financial Group, Inc, dba PFG Insurance. He is active in many industry organizations and community action groups. He loves to help others which makes a career with insurance a natural fit.
Julia started her career in the insurance industry in 1981 with Aetna Life Insurance Company. She worked with them for three years before choosing to become an independent agent. Most recently, Julia has worked for PFG Insurance for the past six years. She is a member of the Utah Association of Health Underwriters. She specializes in the Small Group and Individual Market, working with employers who have 2-50 employees.
Sarah serves as the account manager for employer groups with over 50 employees. With previous work experience in both human resources and the legal industry, her background provides the knowledge and skills necessary for interaction with insurance carriers on everything from negotiating rates to resolving employee claims issues. She is also available to assist clients with human resource compliance.
Shaun graduated from Brigham Young University with a Bachelor of Science and Bachelor of Arts Degree in 1995. He began his insurance career in 1995 following graduation. He started working with Rob in 1997 and in 2003 earned the Chartered Life Underwriter (CLU) designation. He works with clients for life insurance, family security planning, gifting strategies and retirement funding.
