Leadership
Meet our leadership
Michael is the Chief Executive Officer of WealthGuard. Prior to founding WealthGuard, he held executive leadership positions with Fortune 500 companies where he was primarily responsible for implementing growth and underwriting strategies to deliver profitability. A dynamic strategist, Michael understands the complexity of running large divisions for sales, product development, actuary/underwriting, and distribution. He has been instrumental in growing new lines of business and creating multiple distribution channels, while improving margins for existing lines of business with over $1 billion in annual revenue. He credits his family and co-workers for 100% of the success achieved.
Joseph O'Connor
Chief Underwriting Officer / President of Programs and Brokerage
Joseph is a Partner and acts as the Chief Underwriting Officer for WealthGuard's 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.
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".
Rebecca is the Director of Operations and Marketing at WealthGuard. Rebecca has a diverse background in marketing, design, publishing, and education in both US and international markets. She uses creative vision and technical problem solving to help brands achieve strategic objectives.
Theresa provides administrative support for accounting and licensing at WealthGuard. Prior to WealthGuard, Theresa had established her career in insurance with First National Life & Health. Originally from Fort Worth, Theresa now lives in Haltom City, TX, where she enjoys spending time with her two sons and their families, including her 4 grandchildren.
An established insurance professional, Nancy supports compliance and training for WealthGuard Sales and Service departments. Prior to joining WealthGuard, Nancy owned her own insurance agency with Farmers Insurance. Nancy and her husband live in Magnolia, TX.
Certified as a Commercial Lines Coverage Specialist (CLCS) and licensed in Property & Casualty insurance, Ian enjoys helping his clients find commercial insurance solutions that meet their business needs. Originally from Baton Rouge, LA, Ian now lives in Willis, TX. Ian holds a B.S. degree in Mechatronics Engineering from Texas A&M University.