Professional Financial Specialists, Inc Employee Directory

InsuranceColorado, United States11-50 Employees

Professional Financial Specialists, Inc. (PFSI), is One Agency for All Your Needs. 

PFSI and its partner company, Disability Income Specialists, have offered comprehensive insurance services to Dentists, Specialists, Physicians, Attorneys and their staffs since 1988. As full-service insurance brokers we specialize in detailed comparison and analysis of available products from virtually all available carriers. Whether you are looking for insurance to cover your own or your company's Professional Liability (malpractice), Group Benefit plan to cover your employees,or individual policies for your health, life or disability insurance needs, PFSI can help you find the best fit. We work with all types and sizes of businesses, ranging from one employee to hundreds. 

As a broker, we work for you, not for the insurance carrier. As your Professional Insurance Consultant, our job is to find the best insurance policies for your specialized needs. To this end, we work with multiple carriers to select what's right for you.

Find Professional Financial Specialists, Inc employees' phone numbers or email addresses

Professional Financial Specialists, Inc Global Highlights

Location
Employees

North America
27

Minus sign iconPlus sign icon
  • United States Of America
    27

Professional Financial Specialists, Inc's Leadership

  • Stylized image of a person
    R. M. T. C.
    President/Principal
    Phone icon
  • Stylized image of a person
    R. T.
    President Principal
    Phone icon
  • Stylized image of a person
    J. M.
    Property And Casualty Manager
    Phone icon
  • Stylized image of a person
    E. R.
    Employee Benefits And Health Department Manager
    Phone icon
  • Stylized image of a person
    B. R.
    Operations Manager
    Phone icon
  • Stylized image of a person
    J. F.
    Senior Account Manager
    Phone icon
  • Stylized image of a person
    A. M.
    Account Manager
    Phone icon
  • Stylized image of a person
    K. M.
    Account Manager
    Phone icon

Professional Financial Specialists, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Administrative
  • Business
  • Finance
  • Human Resources
  • Sales
  • Other
  • Accounting

Contact profiles from Professional Financial Specialists, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    L. H.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. C.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    P. C.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    P. A.
    Csr/Insurance Broker
    Phone icon
    United StatesColorado
    Nov 10, 2025

Frequently Asked Questions

What is Professional Financial Specialists, Inc known for?

Minus sign iconPlus sign icon
Professional Financial Specialists, Inc was founded in 1994 operates in the Insurance industry. The company's main headquarters is located in 418 Coffman Street Longmont, Colorado 80501 United States; you can contact the main corporate office by phone at . Explore Professional Financial Specialists, Inc's company overview page for more information.

What is Professional Financial Specialists, Inc's most common email format?

Minus sign iconPlus sign icon
Professional Financial Specialists, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Professional Financial Specialists, Inc email formats with LeadIQ.

How many employees does Professional Financial Specialists, Inc have currently?

Minus sign iconPlus sign icon
Professional Financial Specialists, Inc has approximately 15 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Professional Financial Specialists, Inc's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Professional Financial Specialists, Inc's key employees include:

  • President/Principal: R. M. T. C.
  • President Principal: R. T.
  • Property And Casualty Manager: J. M.
  • Employee Benefits And Health Department Manager: E. R.
  • Operations Manager: B. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.