Trustworthy Financial

We are waging war on mediocrity by helping people take control of their lives, one family at a time.

Who We Are

Trustworthy Financial is a life insurance group powered by Equis Financial. A leading organization for independent agents and agency managers, we pride ourselves on helping our committed agents to build careers, and lifestyles, that are both successful and enriching. Through our partnership with the premier insurance marketing organization, along with the industry’s finest insurers, we provide agents with all the tools and portfolio needed to become their own CEO and find financial freedom.


Our agents offer a wide range of financial services to Middle-Income Americans through life insurance. These include Mortgage Protection, Final Expense Plans, Advanced Markets Services, and the insurance industry’s best kept secret: Living Benefits. With a powerful portfolio of highly-rated carriers and products, our agents will help clients find a plan that suits their needs and budget, providing them with the protection and stability their families deserve.

Dare to dream.

Join the fight.

Meet The Leadership Team

Mike Hall

Regional Marketing Director

Fishers, IN

Daniel McRae

National Manager

Clarksville, MD

Jamie Trent

National Manager

Lexington, SC

Maxwell Akinsehinwa

Regional Manager

Windsor Mill, MD

Carlos Bastardo

Regional Manager

Plymouth, IN

Patrick DiLorenzo

Regional Manager

Lexington, SC

Brett Grossman

Regional Manager

Phoenixville, PA

Angela N. & Steve H.

Regional Managers

Roseville, CA

Claudia Mathieu

Regional Manager

Boca Raton, FL

Matthew Dixon

District Manager

Spring Grove, PA

Stanley Smith

District Manager

Greenville, SC