Financial Services

Robbie McCullough (Email)

Robbie McCullough has over 19 years of experience specializing in financial services. Having graduated from Baylor University in 1984, he began his career with Southwestern Life as a career agent. The next 9 years were spent with a regional carrier marketing all lines of employee benefits including retirement plans and self funded benefits. Most recently he was the leading Regional Sales Manager for a national managed care network. Robbie received his Certified Employee Benefit Specialist designation from the Wharton School. This ten-course program encompasses all aspects of employee benefits including retirement planning, legal issues and all health and welfare programs. Robbie is a local member of the International Federation of Employee Benefit Plans and the Dallas Association of Health Underwriters.

Haley McGuire, GBA, Senior Account Manager (Email)

Haley McGuire has over 10 years experience in the insurance industry. After graduating from Louisiana State University, Haley spent several years as a carrier representative and worked for a national general agency marketing group health, life, dental, and disability products. For the last 5 years, she has been responsible for assisting our clients with benefit selection, implementation and ongoing administration of all types of employee benefit plans. Her attention to detail allows our customers the peace of mind to know that all of their specific needs are met. She works with clients to develop effective communication pieces, conducts clear and concise enrollment meetings, provides legislative updates and compliance support, settles claim discrepancies, and resolves any of the complex claims and service issues that surround our client's employee benefit programs. .

Steve Frisch, Account Executive (Email)

Steve Frisch has been a Registered Health Underwriter with 24 years experience in the insurance profession and has expertise in all phases of health insurance as well as voluntary worksite benefits. Steve’s main responsibility at Scarbrough, Medlin & Associates is to design and implement voluntary programs that allow participating company employees to augment their personal insurance programs through payroll deduction on a simplified issue underwriting basis. He is well qualified to assist Scarbrough, Medlin & Associates in all aspects of group plan design and administration.

Lori Sorg, Account Executive (Email)

Lori Sorg has over 16 years experience in the employee benefits field. She has a wide range of expertise in medical, dental, and ancillary products. After receiving a B.S. degree in Marketing from Illinois State University, Lori began her career as an Account Manager with a local start-up HMO. Her responsibilities included strategic planning with large employers, coordinating enrollment activities and resolving service issues. Most recently, Lori was a Sales Director in Aetna's Key Accounts Division. Lori completed Aetna's Group School, a highly respected employee benefits training program. As a top producer for Aetna, Lori marketed a wide range of self-funded and fully insured benefit programs and managed the account implementation process for employers of all sizes. Lori's experience with the carrier side of the business allows her to excel in working as a liaison between employers and the insurance vendors. She has a proven track record in effectively evaluating customers' benefit programs and strategizing with clients to develop a package that meets their multi-faceted needs.