ABOUT

Founded in 2013, Rocky Mountain Financial Group is passionate in helping our clients, and the personal growth of its team members.  We exclusively represent the supplemental health products offered by Globe Life | Family Heritage

Jeff Cerovich
Founder | Principal

Jeff grew up in Pennsylvania.  After receiving a degree in Management Information Systems, he relocated to the mountains of Colorado.  He has held various sales executive and sales management positions in print media, software, and real estate.  In 2013, he launched Rocky Mountain Financial Group, exclusively representing the Globe Life | Family Heritage line of supplemental health products.   

David Rawlings
Field Director

David grew up in Minnesota and moved to the mountains to fulfill his passion for skiing. For the last 37 years, he has taught skiing and golf.  Diana, David's wife, was initially presented with the Family Heritage programs, and fortunately, asked if there were any open sales positions with the company.   As a cancer survivor, David could see how much of a help the products would have been to him personally.   David was the first agent to be hired by Rocky Mountain Financial, and has excelled as a team leader.   David prides himself in offering strong customer service, something he has focused on his entire life. 

Lucas Nett
Field Director

Lucas is originally from Wisconsin. He grew up in a small business family from which he came to greatly respect and value the significance of family. He graduated from the University of Wisconsin – La Crosse where he earned a degree in Organizational and Professional Communication as well as Business Management. His first priority is always to protect the family and future of his clientele. Outside of Family Heritage, Lucas enjoys refereeing college and semi-pro soccer, hunting, hiking, and Olympic lifting.

Henny Zimmermann
Field Director

With a back ground in both Healthcare and Hospitality sales Henny knew right away the importance in all the Family Heritage programs. She has held positions in sales for thriving medical practices, healthcare support companies and sales management positions with large recreation companies. Henny is married and has three children and three grandchildren.

Michael Finelli
Field Director

Michael graduated with a BA from Arizona State University in 1988 after leaving the frozen tundra of Cleveland, Ohio. He has lived in Arizona for 35 years and enjoys golfing, hiking & biking.

He has worked for the Phoenix Cardinals, Southwest Airlines, and has also worked in medical sales.  He recently married his high school sweetheart, Margo, and are the proud parents of Milo, their Akita puppy.

Claire is originally from Leicester, England. She moved to the Vail Valley in 1998 where she owned and operated a barbershop for a few years. She is married to her husband of 20 years and lives in Eagle, CO with their two sons on their beautiful ranch with horses, dogs, and adoptive sheep. Excited to start her new career at Family Heritage, and will be able to buy her kids some sneakers so they aren’t walking around bare footed and getting teased.

Kalina came to Family Heritage not long after seeing her 26-year-old friend land in the ICU for three weeks after a major vehicle accident. A year prior, she supported her mother through a two-year challenge with Stage 3 breast cancer. She has a strong sense of the fragility and preciousness of life and appreciates what her company does for families when they are enduring their hardest times.

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Oren Galor
Sales Professional

Born in Israel to European immigrants, Oren moved to the United States at the age of three. He was raised in Southern California where he graduated high school and married his soul mate. Oren's children were born there and it is where he was introduced to the insurance industry as a nineteen year old in the early 1980's.

 

In Oren's many years of experience working and interacting with families in both insurance and hockey, as well as going through both his daughter's and his own battles with cancer, he has a unique perspective on the products offered by the Family Heritage Division of Globe Life and just how necessary they are. This personal experience with cancer in his own family has given him a passion for helping others to find what Family Heritage offers, before they too, experience health obstacles without it!

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Pam Britt
Sales Professional

Pam grew up in Las Vegas, Nevada and has over 20 years experience in Hospitality Sales and Management.  

Having a family member go through cancer and be hit financially from this, she is dedicated to helping protect other families from going through financial hardships.   Pam has two children and two grandchildren. 

Dave Robinson is a believer in the concept of servant leadership. Dave has for 32 years in the medical field held the highest positions which allowed him to help others grow and serve the communities of central Indiana. Working in specialty pharmacy and hospice for all of those years has set a foundation of understanding how important proper insurance coverage is for all Americans. Dave looks for opportunities to serve his community, protecting individuals, and enjoys above all spending time with his lovely wife Kirsten and the 5 children they share in loving so much. Dave and Kirsten live on a farm in central Indiana and care for many animals including dogs, cats, chickens and horses. Look for Dave and Kirsten Robinson and they will help with your financial needs.

I was born and raised in Las Vegas, NV. I’m married with three kids and enjoy spending time with them. I love meeting new people and being able to make a positive impact on their lives. That’s why I love Family Heritage because it gives me that opportunity to do just that. My background is in customer service and sales and I genuinely enjoy building relationships with people.