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
Andrew Mathews
President
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.
Jacquelyn Baker
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.
Howard Klebanow
Chief Operations Officer
Howard joined Berkshire Advisor Resource, Inc. in 2018. He started his career by majoring in insurance at the University of Tennessee, and has since spent the last 35 years primarily in the disability and long term care life insurance arena. During that time, he has spent time underwriting for Provident Life and Accident, as a brokerage representative and manager for Paul Revere Life, as VP of Disability for CIGNA, as Director of the Executive Disability and Long Term Care division for Risk Management Group at Clark Consulting and most recently as the Vice President, as well as agency Brokerage Director, at Skylight Financial Group.
His expertise is in the analysis, design, funding and implementation of group and individual disability income insurance and long term care insurance, as well as consulting in the advanced sales area.
Howard also served as the past president for Solon Lightning and President of Ohio travel Soccer League and resides in Solon, Ohio with his wife Rossya.
Kim Jackson-Garcia
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.
Janet Van Dorn
Long Term Care Specialist
Janet joined Berkshire Advisor Resource, Inc. in 2009. She has 40 years of experience in the financial services industry. The first ten years of her career were spent with an impaired risk underwriting brokerage firm where she became Regional VP. Following that, Janet was the Brokerage Manager at the Lincoln Financial Group (Colorado), Mass Mutual and Penn Mutual. She holds her CLU, CSA and CLTC designations. Currently specializing in long term care, Janet strives to find the best product to meet each client’s needs while considering both their health and personal goals.
Janet is the past president of Centennial ALU, Colorado Women’s Life Underwriters, Rocky Mountain Society of Financial Service Professionals and has been a member of the state Producers Advisory Council for the past 12 years.
Jenny Burden
New Business & Contracting Specialist
Jenny graduated with a degree in Psychology from the University of Colorado, Boulder. After several years in the home building and real estate industries doing contracts, sales and marketing, she shifted to income protection and joined Berkshire Advisor Resource, Inc. in 2018. Jenny manages producer contracting and appointments with carriers, as well as case management and policy delivery.
In her free time, Jenny enjoys camping, skiing, and playing in Colorado’s outdoor beauty with her husband, three children and their puppy.
Beth Bailey
Communications Coordinator
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.