Company

GFD: Leaders in Life Insurance Premium Finance

GFD is the nation’s leading provider of high-touch, customized life insurance premium financing and insurance-backed lending strategies and is a non-bank licensed insurance agency subsidiary of Synovus Bank. GFD's products and strategies are collectively marketed under the Leveraged Planning® solutions brand. 

GFD offers Leveraged Planning options custom-designed to meet either or both individual and business planning needs.

Leveraged Planning Solutions for Individuals enable high net worth clients to take advantage of GFD’s extensive experience working with advisors in structuring customized insurance and annuity backed financial strategies – particularly traditional structures for life insurance premium finance for estate planning, charitable giving approaches, and more.

Leveraged Planning Solutions for Businesses allow businesses (LLCs, C–Corps, sole proprietorships, etc.) to utilize commercial loans (collateralized in full or part by insurance or annuity products) for a wide range of uses – including Buy-Sell Funding, Key Man Policies, Executive Compensation Arrangements, and much more.

GFD’s direct lending approach enables us to work with advisors and their clients to quickly and efficiently structure and fund the plan best suited to meet their personal or business planning needs. Additionally, our network of agent affiliates spans all 50 states.

GFD is headquartered in the Atlanta, GA area.

Why Choose GFD?

GFD is the only life insurance premium financing and insurance-backed lending firm in the country offering a combination of high-touch service and support AND direct lending capabilities.

Just a few of the benefits of working with GFD to implement a Leveraged Planning® solution include:

  • Access to our highly experienced staff
  • The ability to structure a wide range of solutions including: traditional premium financing for Life AND Annuity policies, COLI, Key Man Policies, Group Life policies, Insurance-collateralized commercial loans
  • ARC: the insurance and annuity industry’s ONLY deferred compensation program for advisors marketing life insurance premium financing (click here to learn more)
  • Broad knowledge base  of carrier products and financing terms
  • Industry-leading loan terms and numerous options for payment structures
  • To learn more, call us today at 800-515-2599 or click here to have a GFD financial services manager contact you

The GFD Team

Senior Vice President, Strategic Initiatives & Relationship Management
Senior Financial Services Manager
Senior Financial Services Manager
Senior Financial Services Manager
Senior Financial Services Manager
Senior Financial Services Manager
Senior Financial Services Manager
Senior Financial Services Manager
Agency Case Manager

The GFD Team

Vicki Evans

Senior Vice President, Strategic Initiatives & Relationship Management

Vicki Evans brings over 23 years of sales management, business development, advanced case design and underwriting experience to her position with GFD as Senior Vice President, Strategic Initiatives & Relationship Management. Most recently, Ms. Evans was Vice President, National Accounts at AIG,  where she oversaw life and annuity distribution within the brokerage division. 

Prior to AIG, Ms. Evans spent over a decade with National Financial Partners, where she held multiple, senior leadership roles, chief among which was President, NFP Life Brokerage. Ms. Evans other roles at NFP include SVP, Insurance Services, SVP Strategic Underwriting and Advanced Case Design, Vice President of Marketing and Vice President of Business Development. During her tenure with NFP, Vicki also designed and implemented the Special Case Unit which was tasked with providing customized, concierge services for ultra-high premium life insurance cases.

Before joining NFP, Evans held the role of regional vice president at two leading life insurance companies, where she developed new products and innovative marketing strategies. She started in the insurance industry as an agent with AXA (The Equitable). Evans received her Bachelors of Business Administration in management from Texas State University and has a Chartered Life Underwriter designation. 

Contact Info:
vevans@globalfd.com
Primary: 512-289-4759

Brandi Pyles

Senior Financial Services Manager

With nearly 15 years experience in the insurance industry, Brandi Pyles brings extensive cross-functional expertise in both IMO and carrier environments to her role as Senior Financial Services Manager and Director, Strategic Accounts with GFD. Ms. Pyles' responsibilities include developing and building new field and carrier relationships, cementing significant current relationships and working on identifying and implementing new market initiatives.

Ms. Pyles joined the GFD team in 2012 as Director of Sales and Finance. Prior to joining the GFD team, Ms. Pyles spent 6 years as Director of Product Strategy with a nationally recognized boutique FMO where she created and led agent educational initiatives.

Prior to her FMO experience, Ms. Pyles was a highly successful Sales Manager with Old Mutual Financial in the Annuity Sales division.

In her early insurance career, Ms. Pyles held several positions at the agency level providing her broad expertise with agent support and direct client interaction.

Ms. Pyles holds a CLU designation and is currently enrolled at the The American College in order to obtain her ChFC designation.

Contact Info:
bapyles@globalfd.com
678-218-1298

Suzy Turner

Senior Financial Services Manager

Suzy Turner joined Global Financial Distributors (GFD) in 2009 and brings over 10 years of experience in the banking and insurance industry to her role as a Senior Financial Services Manager.  In her current role Ms. Turner is responsible for distribution relationships, case management and training.

Formerly an Internal Wholesaler of Variable Products with Old Mutual Life Insurance and before that with Jackson National Life Insurance, Ms. Turner brings a strong track record of insurance sales and marketing to the GFD team.  In addition to her Insurance industry experience, Ms. Turner worked as a relationship banker with BB&T.

Ms. Turner received her BBA in Finance from Kennesaw State University and she holds Series 6, 63 and 26 licenses as well as Georgia Life and Health and Georgia Variable Products licenses.

Contact Info:
ssturner@globalfd.com
678-218-1270

Jon A. Scaman

Senior Financial Services Manager

With more than 22 years of experience in the banking and financial service industries,  Jon Scaman brings extensive first-hand knowledge and case experience to his role as a Senior Financial Services Manager with Global Financial Distributors (GFD).

Prior to joining GFD parent company Entaire Global in 2005, Mr. Scaman worked as an Independent Registered Investment advisor for four years with clients throughout the state of Georgia. Mr. Scaman worked from 1995-2001 with the Citi Group as a financial services advisor. Prior to that, Mr. Scaman worked with Bank of America in California – beginning his banking career with them in 1988.

Mr. Scaman’s experience in the insurance and banking industry enable him to provide agents with comprehensive case support assistance as well as prospecting assistance and training.

Contact Info:
jascaman@globalfd.com
678-218-1225

Kerry Resch

Senior Financial Services Manager

In her role as Senior Financial Services Manager, Kerry Resch works with Insurance Agents, Financial Advisors and their high net worth clients to solve a wide array of estate and business planning needs.  With a strong track record of insurance sales, tremendous product knowledge and case design expertise, Kerry understands that every client is different and that there is no “one size fits all” strategy. 

In her practice, Kerry is known for outstanding service, communication, strong attention to detail and ensuring a positive experience for all parties involved.  Since joining GFD, Kerry has consistently shown her ability to satisfy clients and has built a strong base of loyal repeat business.

Raised in a “financial services industry family,” Kerry graduated from Georgia Southern University in 2007, and she holds the Series 6 and 63 licenses as well as Life and Health and Variable Products licenses.  

Contact Info:
karesch@globalfd.com
678-218-1210

Claude McLean

Senior Financial Services Manager

With over 18 years in the Financial Services and Insurance industry, Claude McLean Jr. brings his unique skill set and extensive product knowledge to his role as a Financial Services Manager with Global Financial Distributors (GFD).

Prior to joining GFD, Mr. McLean Jr. was a Wholesaler at Cole Capital for five years servicing the RIA Channel in the southeast. Mr. McLean has also worked in the distribution channels for both Jackson National Life Insurance and Old Mutual Financial Network. His banking experience includes working for Sun Trust and Bank Of America where he serviced High Net Worth individuals. 

Mr. McLean currently hold his Series 7,63, & 4 in addition to his Insurance Licenses.

Contact Info:
claudemclean@globalfd.com
678-218-1297

Patrick O'Steen

Senior Financial Services Manager

Patrick O'Steen brings over 20 years of experience in the banking and financial services industries to his role as Financial Services Manager with Global Financial Distributors.

Prior to joining GFD, Mr. O’Steen served as a Wealth Advisor with BB&T Wealth Management and A.G. Edwards & Sons. He began his career with SunTrust Bank as a commercial lender in 1997.

He is a 1994 graduate of The University of Mississippi where he earned his degree in Managerial Finance. 

Mr. O’Steen holds his Series 7 and 66 licenses, as well as his life and health insurance licenses. 

Contact Info:
patricko'steen@globalfd.com
678-218-1296

Scott Nottingham

Senior Financial Services Manager

Scott began at GFD in March 2007 and focuses on advanced markets, complex structures and the working with clients to achieve to lowest cost of capital. 

Scott practiced over 17 years as an attorney, having been a partner in a major international law firm and then overseeing several family offices and trusts.  Scott then “retired” for several years from legal practice and then joined GFD in order to help build the company’s network and client base.

Scott received his B.S. from Vanderbilt University, his J.D cum laude from the University of Georgia School of Law and his MBA in Finance from the Terry College of Business, University of Georgia.  He was a member of the Georgia State Bar and the Alabama State Bar and practiced in a variety of courts throughout the United States.

Contact Info
slnottingham@globalfd.com
678-218-1217

Shanna Thomas

Agency Case Manager

Shanna Thomas brings over 15 years of experience in the insurance industry to her role as Agency Case Manager with Global Financial Distributors.

Prior to joining GFD, Ms. Thomas was a Senior Regional Coordinator with Old Mutual Financial Network, as the team lead to help build and maintain relationships in the Western Region.

Prior to Old Mutual, Ms. Thomas' past roles include Client Relationship Development for ING, and Team Specialist for Assurant Solutions.

Ms. Thomas brings her sales and client relationship experience to her role as Agency Case Manager with GFD.

Contact Info:
sthomas@globalfd.com
678-218-1289

Vicki Evans

Senior Vice President, Strategic Initiatives & Relationship Management

Vicki Evans brings over 23 years of sales management, business development, advanced case design and underwriting experience to her position with GFD as Senior Vice President, Strategic Initiatives & Relationship Management. Most recently, Ms. Evans was Vice President, National Accounts at AIG,  where she oversaw life and annuity distribution within the brokerage division. 

Prior to AIG, Ms. Evans spent over a decade with National Financial Partners, where she held multiple, senior leadership roles, chief among which was President, NFP Life Brokerage. Ms. Evans other roles at NFP include SVP, Insurance Services, SVP Strategic Underwriting and Advanced Case Design, Vice President of Marketing and Vice President of Business Development. During her tenure with NFP, Vicki also designed and implemented the Special Case Unit which was tasked with providing customized, concierge services for ultra-high premium life insurance cases.

Before joining NFP, Evans held the role of regional vice president at two leading life insurance companies, where she developed new products and innovative marketing strategies. She started in the insurance industry as an agent with AXA (The Equitable). Evans received her Bachelors of Business Administration in management from Texas State University and has a Chartered Life Underwriter designation. 

Contact Info:
vevans@globalfd.com
Primary: 512-289-4759

Brandi Pyles

Senior Financial Services Manager

With nearly 15 years experience in the insurance industry, Brandi Pyles brings extensive cross-functional expertise in both IMO and carrier environments to her role as Senior Financial Services Manager and Director, Strategic Accounts with GFD. Ms. Pyles' responsibilities include developing and building new field and carrier relationships, cementing significant current relationships and working on identifying and implementing new market initiatives.

Ms. Pyles joined the GFD team in 2012 as Director of Sales and Finance. Prior to joining the GFD team, Ms. Pyles spent 6 years as Director of Product Strategy with a nationally recognized boutique FMO where she created and led agent educational initiatives.

Prior to her FMO experience, Ms. Pyles was a highly successful Sales Manager with Old Mutual Financial in the Annuity Sales division.

In her early insurance career, Ms. Pyles held several positions at the agency level providing her broad expertise with agent support and direct client interaction.

Ms. Pyles holds a CLU designation and is currently enrolled at the The American College in order to obtain her ChFC designation.

Contact Info:
bapyles@globalfd.com
678-218-1298

Suzy Turner

Senior Financial Services Manager

Suzy Turner joined Global Financial Distributors (GFD) in 2009 and brings over 10 years of experience in the banking and insurance industry to her role as a Senior Financial Services Manager.  In her current role Ms. Turner is responsible for distribution relationships, case management and training.

Formerly an Internal Wholesaler of Variable Products with Old Mutual Life Insurance and before that with Jackson National Life Insurance, Ms. Turner brings a strong track record of insurance sales and marketing to the GFD team.  In addition to her Insurance industry experience, Ms. Turner worked as a relationship banker with BB&T.

Ms. Turner received her BBA in Finance from Kennesaw State University and she holds Series 6, 63 and 26 licenses as well as Georgia Life and Health and Georgia Variable Products licenses.

Contact Info:
ssturner@globalfd.com
678-218-1270

Jon A. Scaman

Senior Financial Services Manager

With more than 22 years of experience in the banking and financial service industries,  Jon Scaman brings extensive first-hand knowledge and case experience to his role as a Senior Financial Services Manager with Global Financial Distributors (GFD).

Prior to joining GFD parent company Entaire Global in 2005, Mr. Scaman worked as an Independent Registered Investment advisor for four years with clients throughout the state of Georgia. Mr. Scaman worked from 1995-2001 with the Citi Group as a financial services advisor. Prior to that, Mr. Scaman worked with Bank of America in California – beginning his banking career with them in 1988.

Mr. Scaman’s experience in the insurance and banking industry enable him to provide agents with comprehensive case support assistance as well as prospecting assistance and training.

Contact Info:
jascaman@globalfd.com
678-218-1225

Kerry Resch

Senior Financial Services Manager

In her role as Senior Financial Services Manager, Kerry Resch works with Insurance Agents, Financial Advisors and their high net worth clients to solve a wide array of estate and business planning needs.  With a strong track record of insurance sales, tremendous product knowledge and case design expertise, Kerry understands that every client is different and that there is no “one size fits all” strategy. 

In her practice, Kerry is known for outstanding service, communication, strong attention to detail and ensuring a positive experience for all parties involved.  Since joining GFD, Kerry has consistently shown her ability to satisfy clients and has built a strong base of loyal repeat business.

Raised in a “financial services industry family,” Kerry graduated from Georgia Southern University in 2007, and she holds the Series 6 and 63 licenses as well as Life and Health and Variable Products licenses.  

Contact Info:
karesch@globalfd.com
678-218-1210

Claude McLean

Senior Financial Services Manager

With over 18 years in the Financial Services and Insurance industry, Claude McLean Jr. brings his unique skill set and extensive product knowledge to his role as a Financial Services Manager with Global Financial Distributors (GFD).

Prior to joining GFD, Mr. McLean Jr. was a Wholesaler at Cole Capital for five years servicing the RIA Channel in the southeast. Mr. McLean has also worked in the distribution channels for both Jackson National Life Insurance and Old Mutual Financial Network. His banking experience includes working for Sun Trust and Bank Of America where he serviced High Net Worth individuals. 

Mr. McLean currently hold his Series 7,63, & 4 in addition to his Insurance Licenses.

Contact Info:
claudemclean@globalfd.com
678-218-1297

Patrick O'Steen

Senior Financial Services Manager

Patrick O'Steen brings over 20 years of experience in the banking and financial services industries to his role as Financial Services Manager with Global Financial Distributors.

Prior to joining GFD, Mr. O’Steen served as a Wealth Advisor with BB&T Wealth Management and A.G. Edwards & Sons. He began his career with SunTrust Bank as a commercial lender in 1997.

He is a 1994 graduate of The University of Mississippi where he earned his degree in Managerial Finance. 

Mr. O’Steen holds his Series 7 and 66 licenses, as well as his life and health insurance licenses. 

Contact Info:
patricko'steen@globalfd.com
678-218-1296

Scott Nottingham

Senior Financial Services Manager

Scott began at GFD in March 2007 and focuses on advanced markets, complex structures and the working with clients to achieve to lowest cost of capital. 

Scott practiced over 17 years as an attorney, having been a partner in a major international law firm and then overseeing several family offices and trusts.  Scott then “retired” for several years from legal practice and then joined GFD in order to help build the company’s network and client base.

Scott received his B.S. from Vanderbilt University, his J.D cum laude from the University of Georgia School of Law and his MBA in Finance from the Terry College of Business, University of Georgia.  He was a member of the Georgia State Bar and the Alabama State Bar and practiced in a variety of courts throughout the United States.

Contact Info
slnottingham@globalfd.com
678-218-1217

Shanna Thomas

Agency Case Manager

Shanna Thomas brings over 15 years of experience in the insurance industry to her role as Agency Case Manager with Global Financial Distributors.

Prior to joining GFD, Ms. Thomas was a Senior Regional Coordinator with Old Mutual Financial Network, as the team lead to help build and maintain relationships in the Western Region.

Prior to Old Mutual, Ms. Thomas' past roles include Client Relationship Development for ING, and Team Specialist for Assurant Solutions.

Ms. Thomas brings her sales and client relationship experience to her role as Agency Case Manager with GFD.

Contact Info:
sthomas@globalfd.com
678-218-1289