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 grandchildren.
PRESIDENT and CHIEF OPERATING OFFICER
Jim Westerman CLU, ChFC, a 35-year leader in the insurance industry, serves as the SUNUP Insurance Services President and Chief Operating Officer. In this role Jim works closely with the SUNUP team to expand the distribution footprint across the U.S. market through the recruitment, appointment and training of Agents, Agency Developers and Regional Master Developers. Jim is responsible for field operations, agency development, carrier acquisition / relations and for creating and executing new strategies designed to help accelerate the profitable growth of the organization.
Jim retired from the Farmers Insurance Group of Companies after 35 years of service. He brings a wealth of insurance and financial services experience to SUNUP having held 18 different positions at Farmers beginning in Personal Lines Underwriting in 1983. The majority of his career at Farmers focused on Sales, Marketing and Distribution challenges. Westerman has a reputation for building strong teams to support the agency force and consistently delivering results. Key positions where he drove profitable growth or engineered turnaround efforts include State Executive Director for Oklahoma, SVP Sales in Home Office, SVP Field Operations for the Eastern Zone and then SVP Field Operations for the Pacific Zone. His final position at Farmers was Head of Commercial Sales where he successfully increased agent engagement in Business Insurance. His leadership experience in Distribution, Marketing, Sales, Commercial, and Underwriting and the outstanding relationships he has developed with agents and field leadership across the country is a tremendous asset to SUNUP.
PRESIDENT AND CHIEF FINANCIAL OFFICER
Bob is a principle centered leader with over 35 years of international experience in the financial services industry along with franchising, consumer financial services, start-ups and crowd-funding. Bob had a long tenure with 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. There he led all aspects of operations, finance, training, HR, IT and strategic planning for 1200 locations with over $200m in revenues. Bob also led North American Operations at Liberty Tax where, reporting to the CEO he was responsible for US and Canadian Operations comprised of over 4000 locations and $400m in revenues along with the development and launch of a new brand, Siempre Tax, training, call centers and support. Bob also has experience with startups including launching and serving as the COO of Asurvest, a crowdfunding company, as well as serving on the boards of several other startups.
Bob brings a wealth of experience to SUNUP that includes franchising, strategic planning, startup, finance and brand management.
PRESIDENT – BUSINESS DEVELOPMENT CENTER
John has served as our leader 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.”
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.
Director of Carrier Relations
David grew up in Alabama working on a farm for his father which instilled a great work ethic in him at an early age. He started a scratch agency with Farmers Insurance and grew it to a successful profitable agency. Due to his success in 2003 David was asked to start a scratch district for Farmers and he successfully recruited and trained new startup agents for the next 10 years. For the past 3 years David has successfully worked with independent agents helping to train them and build carrier relationships.
His community involvement includes serving as a member and Deacon of Mayfair Church of Christ and has been a high school football official for the Alabama High School Athletic Association for the past 35 years. David also received an appointment from Governor Kay Ivey in 2018 serving on the Course of Study Committee for Heath Education in grades K thru 12.
DIRECTOR of Insurance Services
Jaimee Vasquez, a 12-year veteran in the insurance industry, has served as Director of Insurance Services since November 2017. In this role, Jaimee is responsible for leading compliance and onboarding directives for the company. She manages many aspects of our carrier and vendor relationships as well as directing significant improvement projects for optimal operational performance across the organization.
Jaimee brings a wealth of experience to SUNUP, having spent over a decade working with Independent Agents and Brokers, both Regional and National Insurance Carriers, MGAs, and Aggregators in multiple states. Throughout her career, she has held positions in distribution, underwriting, customer relationship management, sales, and marketing. This vast experience is a great asset to our team.
Jaimee is currently earning credit toward her CIC designation and a B.B.A in Insurance & Risk Management through the University of Houston.