Pacific Southwest FinancialWho We Are

Damien joined Smith Companies and Capitas Financial since 2002.

Damien is a member of our advanced planning department which consists of Paul Stevenson and Gary Lee our estate planning attorneys.

Damien works with financial advisors, CPA’s and attorneys to help clients with their wealth transfer, business planning and charitable objectives. Damien holds a M.S. degree in Finance as well as a M.S. in Financial Planning from the McCallum Graduate School of Business and a B.A. in Finance from Bentley College

Damien resides with his wife Megan in North Andover, Massachusetts

Paul is a member of the Advanced Planning Group (APG) at the Smith Companies, Ltd., The APG provides “value added” advanced planning support, technical expertise and related consulting services to life insurance professionals, financial planners, investment advisors, banks, investment firms, attorneys, CPAs and other financial services professionals.

The APG offers consulting services in the areas of income, gift and estate planning, charitable giving and legacy planning, business succession and business exit planning, retirement planning and planning for life style maintenance, life insurance planning, personal and financial risk management and other services involving the creation, conservation and perpetuation of family wealth. Paul has over 40 years consulting experience with primary emphasis on the tax and financial considerations affecting the creation, preservation and perpetuation of wealth.

Paul’s practice focus is on business exit planning, business succession, business valuations and business value enhancement, personal and financial risk management and gift and estate planning for business owners and high net worth individuals and their families.

Paul received an undergraduate degree (BA-Psychology) from the University of Minnesota in 1967, an law (JD) degree from William Mitchell College of Law in 1974, a Master of Law degree (LLM) in Taxation from New York University in 1980, a Master of Science in Financial Services degree (MSFS) from the American College in 1980, a Master of Science degree in Finance (Financial Analysis concentration) from the College for Financial Planning (CFFP) in 2009 and a Master of Science degree in Finance (Investment Management Concentration) from Golden Gate University (GGU) in 2012

Rick Schrage is a 30-plus year veteran in the insurance industry. He has working experience as a case designer, product specialist, and advanced sales consultant in both career and brokerage distribution channels. He has also served as an internal wholesaler directly for a life insurance carrier.

He joined Financial Advisory Associates, a partner firm of Capitas Financial, Inc., in July 2004 to build and manage their Case Design department. Financial Advisory Associates merged with The Smith Companies, Ltd in 2020 and Rick continues to support field personnel as a case designer. Given Rick’s tenure in the industry, he also works closely with our Advanced Planning Group.

Rick also uses his technical skills to help develop innovative sales and marketing tools for use by The Smith Companies and Capitas throughout the domestic footprint.

In addition to his life and health insurance licenses, Rick holds a Series 7 and 63 registrations. In his spare time, he and his wife enjoy scuba diving, mountain biking, and reading.

Dan has been in the financial services industry for over 20 years. He joined the Geiger Company in 2010 and is proud to represent the 3rd generation serving our clients. His focus is on Non-Qualified Executive Benefit plan design for select Community Bank, Credit Union and Corporate clientele.

Dan is a graduate of Hamilton College in Clinton, New York and holds a bachelors degree in History. He maintains Series 6 and Series 63 registrations along with a life, health and disability insurance license in over 30 states.

Brendan is a member of The Westport Group’s sales and marketing teams. He serves as the leader and manager of The Westport Group’s partnership with Capitas Financial.

Brendan has spent his career working with organizations that provide first to market products and services, improving their market development/expansion in both sales and marketing roles.

Brendan is a cum laude graduate of Elon University where he received his Bachelor of Science in Marketing with a minor in Strategic Communications.

Mr. Dunham is Chairman and CEO of Kuorum Partners, a leader in Advanced Life Insurance Planning Strategies for High-Net-Worth Clients worldwide. Mr. Dunham has been a leader in the insurance and financial services industry since 1989, holding positions in Senior Management for several companies such as Prudential, Canada Life, Penn Mutual, Aviva, ANICO, National Brokerage, Lion Street and Capitas. Mr. Dunham specializes in multi-channel distribution of Advanced Life Insurance Strategies via large institutions, family offices, law firms, accounting firms, wealth management firms, and has extensive knowledge in the advanced life insurance planning arena. In addition to building and selling various businesses over the years, Mr. Dunham is also a serial investor and advisory board member in several other businesses via his family office. Christopher resides in Tampa, Florida spending his free time with family, friends, his charity, and the occasional round at Old Memorial Golf Club.