SmartProcessFinancialServices

About Us

Protecting Futures

We have years of insurance experience helping clients prepare for the unknown. Ask us about:

Term Life
Whole Life
IUL (Index Universal Life)
UL (Universal Life)
Annuities
and more--just contact us and let us help you!

We can access many different insurance products so you can get the right one for you.

Assessing Needs

An unforeseen event and lack of the right kind of insurance can bring on unnecessary burdens and tribulations. Call us today, and let us analyze your insurance needs and get you covered quickly at the right price.

Building Relationships

Everyone has different insurance needs. We provide individual, family and business assessments to identify how we can best help you prepare for and protect you and your family now and in the future. Knowing that you've made the right preparations gives you peace of mind.

Our Team

Jeff Zimmen

Grace O'Connolly

Jeff began his career in insurance in 1991 as a field adjuster with Farmer's Insurance Company. In June of 2018, Jeff left Farmer's and started his sales career as an agent with Smart Process Financial.

Grace O'Connolly

Grace began her insurance career in 2000 at New York Life Company. In August of 2018, Grace left Farmer's and started her sales career as an agent with Smart Process Financial.

Rita Roberts

Grace O'Connolly

Vanessa Campbell

Rita Roberts began her insurance career in 2013 at WFG Insurance Company and started her sales management career with Smart Process Financial in 2018.

Vanessa Campbell

Vanessa began her insurance career in 2013 at Farmers Insurance Company. In November of 2019, Vanessa started her sales career as an agent with Smart Process Financial.

Ann Coulture

Vanessa Campbell

Ann Coulture

Human Resources

Ann began her career in human resources in 2009 with ADT, and joined Smart Process Financial in 2019.