Shurwest Financial Employee Directory

InsuranceArizona, United States51-200 Employees

Our mission: With transparency and accountability we empower our advisors by delivering industry-leading, consumer-focused retirement income strategies while providing cutting-edge education, marketing and practice management support.

Specializing in fixed indexed annuities (FIAs) and indexed universal life (IUL), we partner with financial advisors, RIAs, registered reps and insurance-licensed agents across the U.S. As a proud member of Annexus, Shurwest offers proprietary, patented solutions with features and benefits that are distinctly different from the traditional annuity product lines offered by other annuity insurance companies. In addition, we provide a complete suite of advisor marketing resources as an independent marketing organization with a proven track record.

Headquartered in Scottsdale, Arizona, Shurwest is proud to be a boutique operation that provides a hands-on approach to helping our financial advisors build their businesses with innovative marketing services. Our six income-planning strategies cater to the retirement needs of a wide range of annuity prospects.

Shurwest’s marketing team offers our advisors branding strategy to improve their professional image, marketing and collateral material design and production, video marketing, social media management and website design. Gain a team of marketing professionals to boost your brand, communication and lead generation efforts when you choose Shurwest. Call now to learn how to grow your production.

Find Shurwest Financial employees' phone numbers or email addresses

Shurwest Financial Global Highlights

Location
Employees

North America
76

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  • United States Of America
    76

Europe
1

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  • Netherlands
    1

Shurwest Financial's Leadership

  • Stylized image of a person
    J. M.
    Chief Executive Officer
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  • Stylized image of a person
    J. A.
    Chief Financial Officer
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  • Stylized image of a person
    M. L.
    Chief Financial Officer
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    K. S.
    Vice President Human Resources
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  • Stylized image of a person
    A. V.
    Vice President Director Of Planning Strategies
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    T. A.
    President
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    G. S.
    Owner
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  • Stylized image of a person
    M.
    Partner
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Contact profiles from Shurwest Financial

Name
Title
Contact Info
Location
Last Update
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    D. G.
    Account Coordinator
    Phone icon
    UNITED STATES
    Mar 07, 2023
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    L. B.
    Brand Ambassador
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    United StatesFlorida
    Aug 04, 2025
  • Stylized image of a person
    M. M.
    Life Insurance
    Phone icon
    Apr 25, 2025
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    M. S.
    Strategic Life Consultant
    Phone icon
    UNITED STATES
    Apr 06, 2023
  • Stylized image of a person
    R. S.
    Wholesaler
    Phone icon
    UNITED STATES
    Mar 07, 2023
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    S. C.
    Data Engineer
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    Oct 17, 2024
  • Stylized image of a person
    V. S.
    Human Resources Coordinator
    Phone icon
    United StatesArizona
    Nov 21, 2023
  • Stylized image of a person
    A. V.
    Vice President Director Of Planning Strategies
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    A. T.
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    B. W.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Shurwest Financial known for?

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Shurwest Financial operates in the Insurance industry. The company's main headquarters is located in 17550 North Perimeter Drive, Suite 300; you can contact the main corporate office by phone at . Explore Shurwest Financial's company overview page for more information.

What is Shurwest Financial's most common email format?

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Shurwest Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shurwest Financial email formats with LeadIQ.

How many employees does Shurwest Financial have currently?

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Shurwest Financial has approximately 60 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Shurwest Financial's key employees and leadership?

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As of December 2025, Shurwest Financial's key employees include:

  • Chief Executive Officer: J. M.
  • Chief Financial Officer: J. A.
  • Chief Financial Officer: M. L.
  • Vice President Human Resources: K. S.
  • Vice President Director Of Planning Strategies: A. V.

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