Steven J. Sandberg
President
Palm Beach Gardens, Florida
Steve Baumgardner
Executive Vice President
Phoenix, Arizona
Steven J. Sandberg
President
Steve Sandberg joined the insurance and financial services industry in 1991 and with an entrepreneurial spirit formed Paloma Insurance and Financial Services LLC. We are an independent brokerage and marketing firm whose sole purpose is to serve the independent marketplace.
Throughout his career he has worked as Director of Annuities, Senior Managing Director, Senior Vice President and President of both independent and insurance company owned national insurance and financial services marketing and brokerage firms.
In addition he started and was responsible for the daily operations of the broker dealer divisions for these organizations. Based on this experience Steve brings a very unique perspective to the integration and workings of the insurance and securities side of the financial services business. He insurance and securities licensed and holds series 7, 24, 63 and 65 designations.
Steve is a member of the National Association of Insurance and Financial Advisors.
Contact Details:
Toll Free / Fax - (888) 737-4289 x 101
Direct/Cell - (561) 307-9109
Email - steve@palomafinancial.com
Steven A. Baumgardner
Executive Vice President
Steven A. Baumgardner has been in the insurance business since 1986. He started as an independent Agent with a national life insurance company marketing to business owners and professional athletes.
Steve has founded two national marketing companies with the primary aim being to educate agents with any aspect of the selling process with carriers and with advanced marketing consultation. This approach has aided in producers' success and has allowed agents and marketing companies to meet and exceed projected goals year after year.
Steve is a long standing member of many advisory boards and product development for major insurance carriers within the brokerage industry. He is a long time supporter of independent Agents and maintains a relationship with his local independent insurance Agents organizations. He is also involved with the organizations through sponsorship of their educational events.
Steve is a member of the National Association of Insurance and Financial Advisors and NAILBA.
Steve lives in Scottsdale, Arizona with his wife Vicki. She has her own Health insurance agency for the past 14 years. They have two children, Sheila and Eric, and 3 grandchildren, Everett, Adeline and Asher.
Contact Details:
Toll Free / Fax - (888) 737-4289 x 103
Direct/Cell - (602) 524-1155
Email - azsteve@palomafinancial.com
Danielle Sandberg
Administrator - Eastern Regional Office
Danielle Sandberg has been a part of the Paloma Insurance & Financial Services, LCC team since the business was first founded.
I am the administrator and currently in the process of getting my Health and Life Insurance License. I assist in the contracting and licensing department with day to day requests which include the processing of agent contracts, carrier follow-up, data entry and weekly reporting. I'm proud of the team we've assembled and the growth we continue to enjoy. If you have any questions or concerns, please do not hesitate to call; I would be happy to assist you
Contact Details:
Toll Free / Fax - (888) 737-4289 x 104
Direct/Cell - (561) 281-9056
Email - danielle@palomafinancial.com
Lauren Artino
Administrator - Western Regional Office
Lauren Artino has been working in the insurance business since 2008 and is happy to have the opportunity be apart of the Paloma Financial & Insurance Services team!
Lauren is the Administrator for the Western Regional Office in Scottsdale, Arizona, where she assists with agent contracting and licensing, new business follow up, website updates, meetings and events, and agent updates and communication. She would be happy to answer questions and assist you in any way she can, as her goal is to give you the best customer care possible.
Lauren lives in Gilbert, Arizona with her husband Paul. They have one daughter, Evangeline, and a great dane Lucy.
Contact Details:
Toll Free / Fax - (888) 737-4289 x 102
Direct/Cell - (770) 367-4885
Email - lauren@palomafinancial.com