Joe RoosEvans

Meet Joseph Montagu RoosEvans, MBA, CFP®, ChFC®, CLU®, CLF®, Founder & Chief Leadership Officer

Areas of Focus: Leadership/Sales/Products

Financial Resources of America Founder Joe RoosEvans is an industry veteran who has built one of the nations’ most successful Independent Marketing Organizations – Financial Resources of America and its affiliated companies, including Financial Resources of America.

Joe has more than 25 years of industry experience and is acknowledged as an industry leader in life insurance marketing, innovation and distribution.  Joe has been looking to create a new distribution organization that would disrupt the industry landscape and provide a new opportunity for industry professionals, as well as to attract new individuals to the industry.

Throughout his tenure with Financial Resources of America, Joe has received numerous accolades, including:

  • No. 1 Agent for Transamerica and The Hartford
  • No. 1 FMO Agent for The Hartford and AIG
  • Multiple-time Top of the Table recipient from the Million Dollar Round Table

Financial Resources of America has been recipient of the prestigious GAMA Master Agency Award numerous times.