Our Staff

About Brokerage Services' Founder and President, Bill Brooks

  • Entered the life insurance industry in 1969
  • President of S.C. Association of Life Underwriters; Now NAIFA-S.C., 1993-1995
  • Awarded the NAIFA "Statesmen of the Year" 2018-2019
  • Awarded "Outstanding Underwriter of the Year" 1999
  • Married to Elizabeth Creech Brooks. Children, Ashley (Son), and Cecily Montgomery (Daughter)
  • Member: Calvary Chapel Lexington

Best advice: For questions about financial consequences of death, call a professional life insurance agent. For questions about God's provisions for us before and after death, read the Bible, starting with The Book of John.

Bill Brooks, Jr.

Company founder and president
[email protected]

Advanced sales, advanced marketing, advanced underwriting, chief executive officer.

Jessica Orr

New Business Case Manager
[email protected]

Application Processing, Underwriting and Medical Requirements, Case Status, Policy Placement

Kristen Rabon

Kristen Rabon
Policy Services and Agent Support Manager
[email protected]

Existing Business, Licensing and Commissions, Policyholder Services, Business Marketing