Wealthguard's Leadership

Leadership

Meet our leadership

  • Joseph O'Connor

    Chief Underwriting Officer / Principal

    Email
    joseph@wealthguardig.com

    Joseph is a Partner and acts as the Chief Underwriting Officer for our new in-house underwriting unit. He has over 30 years of successful global underwriting and executive management experience. He has held senior positions with several large international carriers as well as two start-up ventures that later went public. His unique multiline expertise, recognized leadership and strong relationships with key trading partners has helped WealthGuard rapidly develop and grow our specialty programs offering.

  • Alexandria Cantrell

    Director of Underwriting Operations

    Email
    alexandria@wealthguardig.com

    Alexandria is our Director of Underwriting Operations. Alexandria is an LSU Graduate and resides in the Houston area. She started her insurance career with a large regional wholesaler and has held several different positions with the programs and binding authority department. Alexandria now has oversight of the underwriting workflow operation for WealthGuard.

  • Jaime Calhoun

    Accounting

    Email
    jaime@wealthguardig.com

    Jaime is the founder of WealthGuard and is our Chief Financial Officer. Jaime began her career early on as her father, Johnny Graves, owned and operated an independent agency in Nacogdoches, Texas. She founded WealthGuard with the principals of her dad, "provide the best experience to your clients and more importantly, get to know them".

  • Theresa Elkins

    Contracting & Broker Support

    Email
    theresa@wealthguardig.com

    Theresa has been with leadership for 10+ years and oversees our broker experience. She ensures each broker appointed to our company has a smooth experience and is available to assist with any administrative need for you and your agency.

  • Jeffery Fluker

    Senior Account Executive

    Email
    jeff@wealthguardig.com

    Jeffrey is a specialist who takes pride in the “details”. He has a personal interest in helping each broker succeed. When not working, you will find Jeffrey supporting the community, with a special interest in FFA and local associations.

  • Lita Trahan

    Account Executive

    Email
    lita@wealthguardigig.com

    Lita is our newest Account Executive. She brings a fiery passion to exceed expectations and will work tirelessly to deliver the best experience you will find.