Meet Our Financial Professionals
Rob Thompson, Owner
(425) 646-2640 | firstname.lastname@example.org
Rob joined Carrol and Associates in 2013 and became an owner in 2017. Before joining Carrol, Rob held senior sales roles at Safeco Insurance where he was responsible for the profitable growth in commercial and personal lines. Then at Symetra Life, he played an instrumental role in developing and growing Symetra’s IMO partnerships.
A graduate of the University of Washington, Rob believes, “Teamwork is the key to success in any sales organization. I like to foster a sense of team in all my business interactions.”
Loreen Leo, CLU®, ChFC,® FLMI, Owner
(425) 646-2638 | email@example.com
Loreen joined Carrol and Associates in 2013, becoming an owner in 2017. Prior to that, she worked with business insurance clients for many years in Symetra Life’s Advanced Markets Department. Before that, she worked at a national consulting company providing nonqualified deferred compensation plans.
A graduate of the University of North Dakota, she holds an MS and an MA from Columbia University. Besides having served on the Board of the Seattle chapter of the Society of Financial Services Professionals, she was a Parks Commissioner in her community for several years.
Pete Caneer, Spokane
(509) 701-8441 | firstname.lastname@example.org
Pete manages Carrol’s Spokane office. With 47 years in the life brokerage business, he has been an advisor to several major insurers and involved in their product design and agent education. He has written many industry articles.
Before joining Carrol and Associates in 1995, he co-founded a major life insurance brokerage agency in Southern California. Pete specializes in impaired-risk underwriting and has served on the educational academies of several large national marketing groups. He attended Occidental College, University of California at Long Beach, and the Liberal Institute of Natural Science and Technology.
Cliff Dompier, CLU®
(425) 646-2645 | email@example.com
Cliff has been in the life insurance industry for 45 years. He started his career with Aetna as a brokerage representative and later became the Manager for Hartford in Seattle and then for Hartford’s Southern California office. He joined Carrol and Associates in 1991, where he is a broker for annuities, life insurance, and long term care.
He graduated from Washington State University in 1970 and was an officer in the United States Marine Corp., serving until 1973. He enjoys crabbing, fishing and golfing and resides with his wife Debbie on Camano Island, WA
(425) 646-6000 | firstname.lastname@example.org
Sharon, Carrol’s receptionist, worked in the legal and medical fields for many years. She now enjoys working in the insurance industry.
Steve Klein, LTCP
(425) 646-2641 | email@example.com
After a career in health care accounting, Steve worked as a personal producer in the life and health industry before becoming a broker 19 years ago. He specializes in life, disability income, Medicare, and long term care insurance. He graduated from Hofstra University with a degree in business.
(425) 646-2636 | firstname.lastname@example.org
Jenny is Carrol’s contracting and commission specialist. She believes strongly in the work she does and is always ready to help. From contracts to commissions to new business and policyholder service, she does it all with a smile. Her knowledge from 15 years of working at Carrol is invaluable to our agents.
Wenqian (Wendy) Wang
(425) 646-6000 | email@example.com
Wendy Wang is founder of Operasset and a broker at Carrol and Associates. As an independent insurance broker and experienced financial service professional, she provides tax advantaged wealth accumulation strategies with expertise in foreign national asset allocation and estate planning areas.
Before her current role, Wendy started her own insurance agency business at New York Life Insurance, the largest mutual insurance company in the U.S., where she enjoyed being a consistent sales champion. Before that, she was Director of Agency Technology Strategy at Liberty Mutual/Safeco Insurance, the third largest Property and Casualty company, where she had experience in sales, marketing, distribution and product predictive modeling.
Wendy holds an MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, a Master’s degree from the University of Texas at Austin, and a Master’s degree from Nankai University in China. At leisure, Wendy enjoys family time with her two beautiful children. She also loves culinary challenges and home improvement DIY projects.
Xinzheng (John) Yang
(425) 646-6000 | firstname.lastname@example.org
John joined Carrol and Associates as a Project Manager in 2019. He is also a licensed life and disability agent. He has a PhD from Nankai University in China and did chemistry research for many years, including postdoctoral research at UT Austin and Texas A&M University. He also worked on academic staff at UC Berkeley. After work, he enjoys his family time and likes to play Tai Chi.
Paul C. Carrol, CLU®, ChFC,® MSFS
Paul founded Carrol and Associates in the early 1980s, after a career in management with a major insurance company. He retired in 2019.
He has served on multiple agent advisory councils to national and international life insurance companies, including agent liaison representation to their Boards of Directors. For several years, he was president of an agent-owned reinsurance company.
He is a past president of the Seattle chapter of the Society of Financial Services Professionals. Paul graduated from the University of Washington with a major in Risk and Insurance and completed his MS in 1980.