About Sammons Financial Group
Sammons Financial Group is a Financial Services company based in West Des Moines (United States). Sammons Financial Group is engaged in providing financial services. It operates on a Professional Services and Subscription Services model. Sammons Financial Group has completed 3 acquisitions, including Beacon Capital Management, NorthRock Partners and Wealthcare. Sammons Financial Group offers products and services including Annuities, Life Insurance, and Investment Management. Its focus areas include Financials, Insurance, Life and Health Insurance and Asset Management.
Company details
Sammons Financial Group is involved in offering financial solutions through its member companies. Services such as annuities, life insurance, and investment management are provided to help families and businesses secure their financial futures. The company operates in the financial services sector, focusing on insurance and wealth management. Community involvement and employee culture are emphasized as key aspects of their operations. Various acquisitions and digital innovations are pursued to enhance service delivery and expand market presence.
- Headquarters West Des Moines, United States
- SectorsFinancial Services
- Email••••••••
- Website sammonsfinancialgroup.com
- Social LinkedIn Facebook Instagram
- Investments & AcquisitionsBeacon Capital Management
& 2 more
Products & Services of Sammons Financial Group
Sammons Financial Group offers a comprehensive portfolio of products and services, including Annuities, Life Insurance, and Investment Management.
Annuities are offered for long-term financial security planning.
Life insurance products are provided for family protection needs.
Investment portfolios are managed for risk and growth strategies.
People of Sammons Financial Group
251 people are tracked at Sammons Financial Group (102 in leadership, 149 in team).
| Name | Role | Group |
|---|---|---|
Jerry Blair | President, Sammons Life Insurance Group | Leadership |
Gary Flick | Director Underwriting Lay Medical Specialist | Leadership |
Hillary Carlson | Director, Corporate Marketing | Leadership |
Kristin Percival | Associate Vice President, HR Business Partner | Leadership |
Amy Revell Teas | Senior Vice President, General Counsel And Corporate Secretary | Leadership |
Esfand Dinshaw | President, Chairman & Chief Executive Officer | Leadership |
Kevin Waetke | Associate Vp, Corporate Marketing | Leadership |
Zach Dicken | Regional Vice President | Leadership |
Zain Khusro | Director & Actuary, Modeling & Data Infrastructure | Leadership |
Brian D. Hansen | Senior Vice President, Chief Development Officer | Leadership |
Anne Cooper | Senior Vice President & Chief Human Resources Officer | Leadership |
Bill Lowe | President, Sammons Institutional Group | Leadership |
Sherri Jennings | Director Mortality Management | Leadership |
Matthew Wilson | Director, IT Vendor Management | Leadership |
Becky Hamilton | Director Of Information Technology | Leadership |
Joe Paul | President, Corporate Markets Group | Leadership |
Julie Robinson | Digital Marketing Director | Leadership |
Kylie Murray | Director Of Practice Management, Consulting & Strategy | Leadership |
George Prokop | Director, Principal Architect | Leadership |
Linda Potts Durman | Vice President, Risk & Asset Liability Management | Leadership |
231 more people are available in the full profile.
Complete people profiles for Sammons Financial Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Sammons Financial Group
Sammons Financial Group has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Beacon Capital Management, NorthRock Partners and Wealthcare.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Online wealth management platform for financial advisors | wealthcaregdx.com | Richmond, United States | 1999 | Jun 2025 | •••• | |
Wealth management firm | northrockpartners.com | Minneapolis, United States | 2013 | Oct 2023 | •••• | |
Diversified investment management services are provided to clients. | beaconinvesting.com | Dayton, United States | 2000 | Jan 2021 | •••• |
Complete acquisition details for Sammons Financial Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Sammons Financial Group
3 dated milestones of Sammons Financial Group across 4 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Beacon Capital Management.
- Acquisition Acquires NorthRock Partners.
- Acquisition Acquires Wealthcare.
Web traffic of Sammons Financial Group
Websites that share an audience with Sammons Financial Group (sammonsfinancialgroup.com).
Websites whose visitors overlap most with Sammons Financial Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| sammonsenterprises.com | 100% | 2.3K | #4,272,642 | View details | |
| northamericancompany.com | 84% | 275.1K | #120,499 | View details |
Top companies in Health Insurance Providers
3 companies that operate in the same segment as Sammons Financial Group (Health Insurance Providers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance services are provided to individuals, businesses, and producers. | 1983 | San Juan, Puerto Rico, United States | ||||
Emergency medical services are delivered to payers and healthcare providers. | 2005 | Oak Brook, Illinois, United States | USD 31.31 M | |||
Workers' compensation network solutions and services are provided. | 1991 | Piscataway, New Jersey, United States | USD 77.73 M |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Sammons Financial Group
Sammons Financial Group is headquartered in West Des Moines, United States. It is registered at West Des Moines, Iowa, United States.
Sammons Financial Group is involved in offering financial solutions through its member companies. Services such as annuities, life insurance, and investment management are provided to help families and businesses secure their financial futures. The company operates in the financial services sector, focusing on insurance and wealth management. Community involvement and employee culture are emphasized as key aspects of their operations. Various acquisitions and digital innovations are pursued to enhance service delivery and expand market presence.
Sammons Financial Group offers Annuities, Life Insurance, and Investment Management.
Sammons Financial Group has made 3 acquisitions, including Beacon Capital Management, NorthRock Partners, and Wealthcare.