Meet Our Financial Professionals
Paul C. Carrol, CLU®, ChFC,® MSFS
Ext. 515 | firstname.lastname@example.org
Paul graduated from the University of Washington with a major in Risk and Insurance. He completed his M.S. In 1980, he founded
Carrol & Associates, Inc. after a career in management with a major insurance company.
Paul has served on multiple agent advisory councils to national and international life insurance companies, including agent liaison representation to their board of directors. He served as president of an agent-owned reinsurance company for several years. He is past president of the Seattle CLU chapter, now the Society of Financial Service Professionals, and is currently a member of their board of directors.
Ext. 521 | email@example.com
Rob held senior sales roles at Safeco Insurance where he was responsible for the profitable growth in commercial and personal lines.
At Symetra Life, he played an instrumental role in developing and growing Symetra’s IMO partnerships.
Rob joined Carrol & Associates in 2013. He is developing online insurance sales programs with four of our top carriers. 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 of my business interactions.”
Pete Caneer, Spokane
(509) 535-8340 | Click To Email
Pete manages our Spokane office. With 42 years in the industry, he has been an advisor to several major insurers and been involved in product innovation and agent education. Also, he has written many industry articles. Before joining Carrol & Associates, he was a co-founder of a leading life insurance brokerage agency in southern California. Pete specializes in impaired risk underwriting. He attended Occidental College, the University of California at Long Beach, and the Liberal Institute of Natural Science and Technology.
Cliff Dompier, CLU®
Ext. 523 | firstname.lastname@example.org
Cliff joined the life insurance industry as marketing representative for Aetna and then CIGNA. For many years, he was a regional sales manager for The Hartford. In 1991, he joined Carrol & Associates, where he brokers annuities, long term care, life, and estate planning sales. He graduated from Washington State University.
Loreen Leo, CLU®, ChFC,® FLMI
Ext. 522 | email@example.com
Loreen worked with business insurance clients for many years in Symetra Life's Advanced Markets department. Before that, she was with a national consulting company providing nonqualified deferred compensation plans. She joined Carrol & Associates in 2013. A graduate of the University of North Dakota, she holds graduate degrees from Columbia University. She has served on the board of the Seattle chapter of the Society of Financial Services Professionals. She is active in her community, serving on the Parks Commission and Friends of the Library.
Steve Klein, LTCP
Ext. 525 | firstname.lastname@example.org
After a career in health care accounting, Steve worked for 15 years as a personal producer in the life and health industry. He became a brokerage supervisor 14 years ago and specializes in life, disability income and long term care insurance. He graduated from Hofstra University.
Ext. 512 | email@example.com
Since 2004, Jenny has specialized in licensing and commissions. Agents find her wealth of knowledge in the licensing process makes it easier to do business with Carrol & Associates.