The SUNUP leadership team brings more than 100 years of success in marketing insurance services and meeting clients’ needs in the retail market. Each member has been carefully selected for their extreme ability to succeed in the marketplace. This dedicated team:
CHIEF EXECUTIVE OFFICER
Todd Swicegood got his start in the financial services industry as an advisor with a national brokerage firm in 1986, and has spent 30 years as a stockbroker and insurance agent. In his career, he has guided clients through the financial market turbulence of the 1990s and uncertainty of the 2000s. Todd built a private firm in Salisbury, NC, opened a chain of tax offices with his wife Karen, and – in 2014 – began a national franchised insurance organization. His success as a founder and partner of this company led Todd to launch SUNUP Insurance Services, Inc. After earning his degree in Business Administration from Barton College (formerly Atlantic Christian College), Todd received a post-graduate degree from the Wharton Business School at the University of Pennsylvania. While he firmly believes that education provides a solid foundation for success, he has found that work experience through setting and achieving goals is just as critical. He learned the value of relationship-building and the importance of client service first-hand. An avid outdoorsman, Todd loves hunting and fishing, and he holds Airman’s and USCG Captain’s licenses. He is an active member of Generations Church, and he enjoys spending time with his children and granddaughter.
Lalo has served as Director of Property Casualty Markets for SUNUP Insurance Services Inc. Since January 2016. Lalo got his start in the insurance industry in 2001 and today owns and operates a large property casualty agency in Uvalde, Texas.
Lalo’s professional career has also allowed him the opportunity to work as a Top Store Leader for a major grocery retailer in Texas, as SR Vice President of Lending for a regional bank, and today is serving his community of Uvalde as an elected Justice of the Peace. Along with owning his insurance agency, Lalo is also owner of a Liberty Tax Franchise, owner of a packing and shipping store and is a partner in an oilfield service company. Lalo bring a wealth of management and real life business experience.
Lalo earned his degree in Business Marketing from the University of Texas at San Antonio.
CHIEF STRATEGY OFFICER
Robert is a Principle centered leader with over 35 years of international experience in the tax services industry along with consumer financial services, business services, and crowd-funding. Robert spent most of his career at H&R Block Inc. in the U.S. and Canada, most recently as President of H&R Block Canada, where he achieved record growth in clients and net profit.
In addition, Robert has been the COO of Asurvest, a crowdfunding company, and the V.P. of North American Operations at Liberty Tax. Robert’s expertise includes franchising, strategic planning, leading in a fastpaced decentralized environment, and brand management.
PRESIDENT OF FRANCHISING
Jeff Hastings has an extensive background in the insurance industry primarily with the Farmers Insurance Group of Companies from 1985 through 2013. From early on and until 1996, Jeff worked in the Texas State Office holding various positions in Administrative Services, Underwriting, Claims, Auditing and Marketing. In 1996, Jeff ventured out on his own and became one of the top performing district managers in the country. Throughout his career as a district manager, Jeff was known primarily for the successful recruiting systems which helped him win numerous achievements and awards including:
Jeff developed a successful coaching agency after becoming a certified eMyth business coach and has authored four books: Recruit, Recruit, Recruit – Achieving Success One Agent at a Time, So You Want to be an Insurance Agent and The Most Successful Failure in the World.
PRESIDENT SUNUP UNIVERSITY
John has served as our Director of Training and Development since January 2017. Standing six-foot-six, perhaps it’s only fitting that John M. Clark’s personal motto is “Heads Held High.” But it’s not because of his height that this successful local businessman takes this unique philosophy to heart. “It’s three little words that perfectly sum up what I’ve believed throughout my life,” John says. “Through my parents, teachers and coaches, I was instilled early on with a desire to always give it my all, to learn from my experiences and stay focused on what matters most in life.”