| Name | Title | Contact Details |
|---|---|---|
Chase Barker |
General Counsel | Profile |
PartnersFinancial is a member-centric network of successful, independent peers working together to drive life insurance sales. We harness, enable and spread the knowledge, insights and expertise of over 150 life insurance and diversified firms across the country. Our expertise is matched only by our personal commitment to each others and our clients goals.
Hal Smith Restaurants is a restaurant management company based in Norman, Oklahoma, founded in 1992 by Hal Smith. The company operates over 80 locations across seven states, featuring a diverse range of dining options from casual to upscale. Annual sales approach $250 million, and the company emphasizes strong customer service and employee training. The company develops, manages, and franchises various restaurant concepts. Its portfolio includes full-service dining options like Charleston’s Restaurant, Red Rock Canyon Grill, and Mahogany Prime Steakhouse. It also features casual and themed concepts such as Ted’s Café Escondido, Louie’s Bar & Grill, The Garage, and Pub W. Hal Smith Restaurants has a history of franchising, having previously managed Outback Steakhouse and On The Border Mexican Cafe franchises. With a focus on community-centric locations, Hal Smith Restaurants continues to expand, including new openings like Neighborhood JA.M. in Oklahoma City planned for Spring 2025. The company is dedicated to culinary excellence and creating memorable dining experiences for a wide range of customers.
As thriving, and in-demand executive leaders, the Churchstreeter and Crosse approach is grounded in catering to our exclusive family of clients. The Executive leaders of Churchstreeter and Crosse envisioned a new way of consulting. They decided that percentage based contracts were great for C&C, but not great for our family of clients. Our goal has always been to create partnerships that withstand the test of time. We transitioned to a bold new style of consulting in order to compete in a space where there was a void. Our annual client engagements are exclusive, and we dont compete within the same space, when we have an exclusive agreement. Our goal has never been to be the biggest, our goal is simply to be the best. With a waiting list of engagements, we know that we have created an amazing value proposition. Our engagement assessment is comprehensive. You will feel the difference immediately. The Churchstreeter and Crosse comprehensive proposal process includes a project plan with timeline, milestones, cost/benefit analysis, and a clear financial agreement based on your goals. We also offer a suite of quality products that will help you get there, quickly and smoothly. Thats how we ensure your success. Our Mission: To deliver the best to our exclusive family of clients and retain the most specialized talent.
We are a full service independent insurance brokerage firm. We have access to numerous national and regional carriers for personal and commercial product solutions for our clients. In addition to every day insurance solutions, our expanded markets enable us access to companies that specialize in retirement solutions. With over 15 years of advising our clients on risk management and insurance, we are able to confidently work with a young working professional just starting out, or the established high net worth family or closely held business with numerous needs. We leverage technology to make transitions seamless and our agency and carriers accessible beyond traditional office hours.
Sensiba LLP is a prominent accounting and business consulting firm based in Pleasanton, California. Recently rebranded from Sensiba San Filippo LLP, the company focuses on providing a wide range of services, including audit, tax, and accounting services, as well as business consulting and tax advisory services. With a revenue of $77.3 million and around 390 employees, Sensiba is committed to enhancing business performance for its diverse clientele. The firm has received several accolades, including recognition as a Top 100 Firm by Accounting Today and being named a Top Workplace in the USA. Sensiba is also a Certified B Corporation, reflecting its dedication to social and environmental responsibility. The company fosters a people-first culture that values empathy, diversity, and collaboration, ensuring a supportive environment for both employees and clients.