meet the team

Get to know the faces behind our exceptional service and leadership.

Equis Executive Team

The Executive Team at Equis Financial is responsible for making all key decisions and setting the strategic direction for the company, ensuring our vision and goals are met.

BARRY CLARKSON

President, CEO, & Integrity Managing Partner

ROB JONES

Executive Vice President of Agency Development & Integrity Managing Partner

BILL MARTIN

Executive Vice President of Sales Development & Integrity Managing Partner

KRISTAN BROCKMAN

Vice President of Lead Operations

Equis Retirement Solutions Team

The Retirement Solutions Team oversees our Retirement Solutions division, offering in-depth training and support for annuities, IULs, and other retirement products. They also manage our referral program, helping agents expand their network and grow their business.

PETE LEE

Senior Vice President of Retirement Solutions

BILL MARTIN 2.0

Vice President of Retirement Solutions

JOE SKELLEY

Director of Retirement Solutions New Business Development

Integrity Managing Partners

These are agencies within Equis Financial that have partnered with Integrity Marketing Group, becoming part of Integrity’s prestigious portfolio of successful agencies, bringing their expertise and success to the broader network.

JOHN KIGHT

CEO of The Cornerstone Group & Integrity Managing Partner

JERROD EWING

CEO of PSI Groups & Integrity Managing Partner

NICK THEODORE

CEO of Theodore Group & Integrity Managing Partner

CINDI THEODORE

COO of Theodore Group & Integrity Managing Partner

SCOTT RUMBO

CEO of Yellowstone Life Insurance Agency & Integrity Managing Partner

KIMBERLY RUMBO

Executive Vice President of Yellowstone Life Insurance Agency & Integrity Managing Partner

ERIC VALDEZ

CEO of The Valdez Group & Integrity Managing Partner

KIM VALDEZ

Executive Vice President of The Valdez Group & Integrity Managing Partner

Equis Home Office Team

The Home Office Team at Equis Financial is dedicated to enhancing the agent experience by providing comprehensive support and resources. They focus on delivering exceptional service and continuous assistance to help agents succeed and grow throughout their journey with Equis.