Mercury Financial Group Information
Contact top employees from
Mercury Financial Group
Summary
Mercury Financial Group is a private company that has been in the industry for 21 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Steven T Taber. Its headquarters is located at Dallas, Texas, USA. The Mercury Financial Group annual revenue is estimated at < 1M. Total funding of the company - $150K. To connect with Mercury Financial Group employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Wealth Enhancement, Asset Protection, Estate Planning, Retirement Strategies, Wealth Transfer, Business Succession, Charitable Gifting, Executive Compensation Plans, Wealth Structuring
DMA Code
Dallas-fort Worth Metropolitan Area
Founded
2004
Operating Status
Subsidiary
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Mercury Financial Group shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 3–4 years5% for 5–7 years15% for 8–10 years65% have over 11 years of service at Mercury Financial GroupContact top employees from
Mercury Financial Group
Al Valentine
Vice President, Planning Specialist, Wealth Advisory Group
Gene Wolfe
Vice President
Laura Popper
Long Term Care Specialst
Jason Puniwai
Internal Sales Consultant
Mark Diebold
Vice President, Planning Specialist, Wealth Advisory Group
Karl Vaivads
Director and Senior Financial Planner
Valerie Ringo
New Business Coordinator/Medical Records Coordinator
Craig Gillispie
Vice President, Planning Specialist, Wealth Advisory Group
Bill Anderson
Regional Vice President
Jodie Cameron
Senior Accountant
Belinda Reese
Case Manager
Turia Niekamp
Underwriting Consultant
Jason Puniwai
Case Design Analyst
Elizabeth Kiehn
Life New Business Specialist
Dee Wilson
Case Manager
Derek Reyes
Sales
Francis Marin
Sr. Case Manager
