Our Team

Our Team

Matthew McIntyre | Chief Executive Officer, LUTCF

Matthew McIntyre founded Puritan Financial Group in 1998. Mr. McIntyre began his career in the insurance industry in 1985, serving clients in the health and life insurance industry. He redirected his focus to the mature market in 1991 with great success. With his team, Puritan has grown from a start-up insurance agency into a multi-state, diversified financial services company that includes a Life Insurance Company and a broker-dealer with a nationwide account base and regional network of agents.

 

Paul Crooks | Chief Operating Officer

Paul Crooks joined Puritan Financial Companies in 2004 as Chief Financial Officer. He now serves as Chief Operating Officer for the Company. Mr. Crooks has held key positions in both operating and financial roles for Frito-Lay, Inc, Apple Computer and Rockwell International. His most recent role was Vice President of Operations Finance for Frito-Lay, Inc where he chaired the company’s operating committee and directed a $3 billion operating budget and a $1 billion capital budget. He is a graduate of Iowa State University with a B.S. in Engineering.

 

Ken Phillips | Chief Financial Officer and President - Puritan Life

Mr. Phillips was formerly the Chairman of American Founders Life Insurance Co. and Laurel Life Insurance Company since 2000. From 1997 to 2000, Mr. Phillips served as President and Chief Executive Officer of IFS Insurance Holding Corporation. Mr. Phillips received a Bachelor of Arts Degree from The University of Texas at Austin.

 

Eric Johansson | Vice President – Puritan Life Product Development

Eric Johansson joined Puritan in 2012 as Vice President of Puritan Life. Mr. Johansson has held senior management positions in the insurance industry since 1993. Prior to joining Puritan, he served as Vice President and Chief Operations Officer of Oxford Life. Mr. Johansson earned his Bachelor of Business Administration in Marketing and Management from Evangel University. He holds numerous insurance designations, including Fellow in the Life Management Institute (FLMI).

 

Samuel Thomas | National Sales Director – Puritan Financial Group

Sam Thomas serves as President of PFG. Thomas began his insurance marketing career with the A. L. Williams Corporation (now Primerica Financial Services), a subsidiary of Citigroup, in 1987. Sam has been associated with PFG since its inception. He began his career with Puritan as a field agent serving clients in PFG’s Houston office. In 1998 he was promoted to the Houston Area Sales Director, managing and overseeing the South Texas territory. In 2000 Sam was promoted to Regional Vice President of PFG and in 2012 was named National Sales Director.

 

Craig Wagner | Vice President

Craig Wagner currently serves as Vice President Marketing for PFG. He has been instrumental in the development of new sales territories as a result of corporate expansion. Craig was President of an affiliate of PFG for five years. His past responsibilities included corporate expansion through market analysis, personnel evaluation, financial analysis and sales management. Wagner received a Bachelor of Science-Mechanical Engineering Technology degree from Texas Tech University. Craig Wagner is a former recipient of the “Puritan Financial Group Executive of the Year” award.

 

Todd Rabalais | Vice President – Director of District Manager Development

Todd Rabalais began his Insurance Career with New York Life in 1995 in the Long Term Care Insurance Division. In 1996 he was the Top Producer in the Country in Long Term Care sales. He joined John Hancock Life Insurance Company in the same capacity in 1997, and remained with Hancock until opening his own agency in 1999. Todd was an independent producer of Long Term Care, Medicare Supplements, Single Premium Life and Annuities until joining Puritan in April 2006. He was promoted to District Manager in October 2006. His Louisiana office led the company in 2007. He has been named Agent of the Year, District Manager of the Year, and Most Valuable Player during his time at Puritan. His efforts led him to be promoted to an executive management position. He was promoted to Regional Vice President in September 2008 and Vice President in 2012.

 

Jeremy Rabalais | National Sales Director

Jeremy Rabalais had an 11 year background in direct sales, sales training and sales management prior to his introduction to insurance. He began his insurance career in 2002 with General Electric marketing Long Term Care Insurance. In 2004 he became an independent producer of LTC, Medicare Supplements, Single Premium Life and Annuities. Jeremy joined Puritan Financial Group, Inc. as a Sales Representative in May, 2006. He was promoted to District Manager of the Louisiana Region in July of 2008 and also the North Texas Region in June of 2009. Jeremy is a former “District Manager of the Year” award winner. His efforts led him to be promoted to the Regional Vice President in September of 2009 and National Sales Director in 2012.