JEFF PERRY, CLU, ChFC, President
California Insurance License # 0727338
Jeff is a graduate of California State University, Chico where he obtained his B.S. Degree in Agribusiness and Finance in 1984. He obtained the Chartered Life Underwriter (CLU) designation in 1992 and the Chartered Financial Consultant (ChFC) designation in 1994. He began his career in the insurance industry in 1986 as a career agent with Sun Life of Canada. Jeff earned life membership status in the Million Dollar Roundtable in his early years as a personal producer. Since that time he has devoted his career to helping brokers develop their business and design and close cases in the advanced market.
He is the president of Perry Insurance and Financial Services, Inc, Perry Financial Network and a founding partner of AimcoR Group.
CURT GATES, LUTCF, Regional Sales Manager
Curt is a graduate of California State University, Sacramento where he obtained his degree in Finance and Insurance in 1987. He began his career in the insurance industry in 1987 as a career agent with Connecticut Mutual Life and earned his Life Underwriting Training Council Fellow Designation in 1991. Since that time he has devoted his career as a sales manager helping agents and brokers develop their business.
CAROLYN SIMPSON, Office Manager
California Insurance License #0D80517
Carolyn Graduated from Santa Clara University with a B.S.c. Degree in Finance in 1980 and with a Masters in Business Administration in 1984. Her early career was spent working in the Treasury and Finance departments for three different high-tech companies in “Silicon Valley.” After relocating to the Sacramento area ten years ago, Carolyn worked as an instructor for Heald Business College teaching Business and Accounting courses and then joined Perry Financial Network as the Office Manager in 2001.
Paul Klass has served as a professional advisor in the financial and insurance services industry since 1974. His considerable and enduring success is due the individual attention and expertise he brings to his clients and their advisors. His focus is on building long-term relationships with high income/high net worth individuals by providing them with solid, proven financial solutions and superior service. His areas of specialization are estate and wealth transfer planning, business continuation and executive benefits.Mr. Klass is and has been actively involved in many community and charitable activities. He also serves in several ministries at his church. Paul and his wife Rose reside in El Dorado Hills, California. They have two wonderful children, two super grandsons, and enjoy family time, golf, skiing, running and coaching Special Olympics.