The Blair Agency, a founding member of Capitas Financial, are experts in assisting financial advisors with innovative marketing, concepts and an unparalleled spectrum of products from the leading insurance carriers in the industry. The Blair Agency offers the professional financial advisor one stop access to the entire market. The Blair Agency has served the needs of brokers and advisors in the Midwest including Missouri, southwest Illinois, Arkansas, Oklahoma and Kansas since 1972.
At The Blair Agency, Inc. we pride ourselves on bringing the best-in-class service and planning solutions to the advisors we engage. We understand wealth and what it takes to acquire it, grow it and ultimately pass it to the next generation.
Michael R. BlairPresident / Capitas Partner
[email protected]
Show BioMike Blair is the President of The Blair Agency and a Partner of Capitas Financial. He has been a member of the Capitas Executive Committee since 2016. Mike is experienced in the management of a multiple company brokerage agency and skilled in the art of negotiating contracts for his clients.
Mike actively works with clients of his advisors, helping them identify and implement estate planning strategies, effective business continuation and the integration of Insurance into the financial plan. Mike, along with his team, are experienced in providing a highly customized approach in developing strategies that address the specific needs of today’s clients.
Tom Alexander Director of Private Wealth
[email protected]
Show BioTom joined Capitas in 2010. As Director of Private Wealth, he is dedicated to providing superior point-of-sale support in the areas of individual and business insurance planning. Tom brings over 30 years of experience in the financial services industry.
Prior to joining Capitas team, he was a Senior Account Executive with The Hartford. Tom has extensive experience partnering with financial advisors, insurance agents, bankers, and CPAs in helping with advanced planning strategies for their clients. He also holds his series 6 and 63 insurance license.
Jessica Ingram
Wealth Planning Consultant [email protected]
Steve Curry
Wealth Planning Consultant [email protected]
Mark Haar - Senior Planning Consultant
Case Design / Illustration Support [email protected]
Lauren Curtis - Manager – Underwriting / New Business
New Business / Case Management [email protected]
Samantha Law - Policy Service Consultant
New Business / Case Management [email protected]
Bernie Connell - Vice President, Underwriting
Capitas Underwriting Manager
Alain Wittman - Director of Annuities
Capitas Annuity Center
Crystal Clark - National Disability Specialist
Sales Vice President
Jeff Hallman - Managing Partner at Asset Life Settlements
Life Settlements
Fernando Pou - Premium Financing and Foreign Nationals
Managing PartnerPasserelle Solutions
Sean Wickersham, President & Chief Marketing Officer
Capitas Financial Broker Dealer – The Leaders Group
Please contact us for more information on all our Alternative Markets Support teams.