Meet Our Team
Mary Rothenhauser
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Sarah Pearson
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Greg Pearson
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Lee Trawick, President
In 1978, I entered the Life Insurance business as an agent with the Equitable Life Assurance Company in Atlanta Georgia. I built my client base through cold calls and referrals. In 1982, I was offered a position with Fidelity & Guaranty Life. My job was to assist and train Property & Casualty agents to sell Life Insurance.
By 1983, I was offered the position of Life Sales Manager for the state of South Carolina. My second year in Columbia, SC, we led the company in production. In 1989, I had the top Group Insurance agent and the top Payroll Deduction agent for Fidelity & Guaranty in the country and in August of 1992, I left Fidelity & Guaranty to start my own firm, Trawick Financial Services, Inc.
My dream in this new venture, was to continue assisting and training agents, while offering cutting edge products, sales ideas and quality service. At Trawick Financial, we have aligned ourselves with some of the top companies in the industry for Life Insurance, Annuities, Long Term Care and Disability Insurance. We are comfortable working with both large and small cases, Impaired Risk or your kitchen table sale. In 1996 Trawick Financial added Annuities to our portfolio of offered products. We have again positioned Trawick Financial with the top Annuity carriers in the industry and have maintained top level contracting by staying current with the many changes in products and interest rates over the years. Join us in helping our seniors find a safe place for their life savings.We are constantly looking for new avenues for our agents, such as Premium Finance or helping their clients set up a Captive Insurance Company. Let us help you bring the best possible solution to solve the needs of your clients.
Outside of work I enjoy spending time with my wife Sylvia and our three children Lee Jr, Adam and Caroline.
I look forward to working with you on your next case.
Lee E. Trawick, President/CEO
Trawick Financial Services, Inc.
By 1983, I was offered the position of Life Sales Manager for the state of South Carolina. My second year in Columbia, SC, we led the company in production. In 1989, I had the top Group Insurance agent and the top Payroll Deduction agent for Fidelity & Guaranty in the country and in August of 1992, I left Fidelity & Guaranty to start my own firm, Trawick Financial Services, Inc.
My dream in this new venture, was to continue assisting and training agents, while offering cutting edge products, sales ideas and quality service. At Trawick Financial, we have aligned ourselves with some of the top companies in the industry for Life Insurance, Annuities, Long Term Care and Disability Insurance. We are comfortable working with both large and small cases, Impaired Risk or your kitchen table sale. In 1996 Trawick Financial added Annuities to our portfolio of offered products. We have again positioned Trawick Financial with the top Annuity carriers in the industry and have maintained top level contracting by staying current with the many changes in products and interest rates over the years. Join us in helping our seniors find a safe place for their life savings.We are constantly looking for new avenues for our agents, such as Premium Finance or helping their clients set up a Captive Insurance Company. Let us help you bring the best possible solution to solve the needs of your clients.
Outside of work I enjoy spending time with my wife Sylvia and our three children Lee Jr, Adam and Caroline.
I look forward to working with you on your next case.
Lee E. Trawick, President/CEO
Trawick Financial Services, Inc.
Julia Mandel, Lead Case Manager
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Julia is our lead case manager. She handles all new business, and policy services. Julia will be your go to person at Trawick Financial for all your new business needs. Julia enjoys volunteer work for numerous non-profit organizations such as Sandhills Community Church. Julia will be happy to assist you with any of your needs at Trawick Financial.
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Camila Galeppi, Executive Assistant
Camila joins us all the way from Argentina. She's doing a Bachelor's Degree in her home country in Translation with orientation in Law and speaks five languages. In Trawick she's the helping hand to Greg Pearson as her Executive Assistant and will be the first person to greet you over the phone when you call Trawick Financial.
Lee Trawick Jr. Final Expense Product Marketing Specialist
Lee has been a member of the Trawick Financial Services team since November 2012. Specializing in IT administration Lee took the company completely paperless. He has since moved into the role of Final Expense product marketing. In his spare time Lee enjoys traveling and cheering on the Gamecocks.