About Berkshire Advisor Resource
Berkshire Advisor Resource, Inc. is an independent wholesaler specializing in income replacement solutions, long-term care insurance, life insurance, as well as critical illness. We provide you, the advisor, the flexibility to offer the solutions that best suit you, your client, and your business.
Working in all 50 states, the firm was established in 1969 as a career agency and disability brokerage with Berkshire Life Insurance Company, Pittsfield, MA. In 2000, after changes in the marketplace we established our independence as premier disability specialists.
Berkshire Advisor Resource, Inc. believes in the team approach and have established relationships with multiple carriers so that we can offer advisors who work with us, an array of solutions that best fit their client needs.
With over 50 years of combined experience, we pride ourselves on excellent customer service, in order to insure you and your clients have the best experience with us, from initial case design and recommendations, through underwriting and policy placement.
Berkshire Advisor Resource, Inc. has been recognized as a leading DI & LTC Insurance distribution and consulting firm as:
- Managing Partner of The Plus Group
- Principal Preferred Partner
- Member of the International Disability Insurance Society
- Colorado LTC Advisory Council Member
- Assurity Life Platinum Service Level
Meet The Team
Andy is the Principal and Founder of Berkshire Advisor Resource, Inc., one of the largest insurance brokerage firms in Colorado.
Andy has 26 years experience in the financial services industry and is a member of GAMA International, and NAIFA Colorado.
Berkshire Advisor Resource, Inc. has been recognized as a leading DI, LTC, and Critical Illness Insurance distribution and consulting firm as a:
Managing Partner of The Plus Group
Principal Preferred Partner
Member of the International Disability Insurance Society
Colorado LTC Advisory Council Member
Assurity Life Platinum Service Level
A native of Colorado, Andy is an avid sports fan who enjoys skiing and playing both soccer and golf. Graduating from The University of Colorado-Boulder with degrees in political science and history, Andy is also an active participant and lecturer in various continuing education seminars.
Chief Financial Officer, Brokerage Sales Manager
Jackie joined Berkshire Advisor Resource, Inc. in 1998. She has both her life and health insurance licenses.
Jackie is a valued member of the Berkshire Advisor Resource brokerage team and performs many administrative duties in addition to her role as an advisor for her clients.
Jackie has 19 years experience in the financial services industry and has worked in the brokerage community since 2000, helping advisors market and place over 10 million of individual disability premium.
Jackie resides in Centennial, Colorado. A transplant from Maryland in 1991, Jackie has her Bachelor of Environmental Design and Architecture from the University of Colorado at Boulder.
DI Brokerage Wholesaler
Kim joined Berkshire Advisor Resource, Inc. in 2017. She is a licensed life and health agent specializing in disability income replacement and enjoys sharing her industry knowledge with others. Kim is a former small business owner with over 20 years of experience as an administrative professional.
Kim is a Colorado native and enjoys camping with her husband, Matt, and their two dogs. She also enjoys finding hidden treasures at thrift stores and garage sales.
New Business & Contracting Specialist
Gail was previously employed by Principal Financial Group as New Business Consultant and was with Principal for 14.5 years. Gail is both Series 6 and 63 certified and Life and Health licensed. She has extensive experience in processing business and communicating with Case Coordinators, Underwriters and Agent’s staff.
In her free time, she enjoys spending time with her family. Her hobbies are biking, hiking, gardening and traveling. Playing with her grandchildren is her greatest joy.
Beth joined Berkshire Advisor Resource, Inc. in 2019. She currently manages client correspondence and the development of marketing communication pieces. Beth has over 16 years of advertising and marketing experience and holds a Bachelor’s Degree in Media Arts from the University of Arizona.
Beth is a native of Colorado. She enjoys volunteering at a local animal rescue and watching her daughter ride horses and her son play rugby.