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 We
are a full-service independent insurance agency, representing you,
our client, in the broad array of insurance companies. Our expertise
is in providing a wide and affordable selection of superior insurance
products for our client. Being independent allows us to quote premiums
from different companies to find the best plans and prices available
for you. Broadbent Financial Services has been in business since 1980.
We have 30 years of combined experience handling insurance for businesses
and individuals in the Intermountain area. Broadbent Financial Services
is a member of the CacheValley Chamber of Commerce. We are involved
with Intermountain Health Care’s Agent Counsel which allows them
to have input in the changing insurance environment. Broadbent Financial
Services has over 95% retention amongst their clients because of their
strong work ethic and commitment to services. |
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Richard Broadbent | |
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Richard has many years of experience and expertise in the field of employee benefits. He has been recognized as a successful professional for his outstanding commitment and performance in the insurance arena. He is a member of the Professional Group on Employee Benefit Specialists. He is a former president of Cache Valley Life Underwriters Association and a member of the National Association of Health Underwriters and Utah Association of Health Underwriters. He currently serves as chairman of the Board of Trustees for the Logan Regional Hospital Foundation. Richard is a member of the agent’s advisory counsel for IHC (Intermountain Health Care) and UHC (United Health Care). | |
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Paul Schwartz | |
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Paul
is our Retirement Specialist and Investment Advisor. He has been
in the financial service area for 10 years and is very knowledgeable
in this field. Paul was raised here in Cache Valley and graduated
from Utah State University in 1994 with a Bachelor's Degree in Liberal
Arts. His commitment to our clients and their financial future plays
a key roll at Broadbent Financial Services. |
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Kathy Jacobson | |
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Kathy
is our Group Account Executive and holds her individual Producers
license. She has a 17 year background in insurance and has earned
numerous accreditations. Her career began processing health and dental
claims for Blue Cross Blue Shield of California and after moving here
to Logan she held the position of insurance clerk and patient accounts
manager in a large medical office. She loves working with people and
is very knowledgeable in the insurance field and a valuable resource
to our office.
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Dave Dance | |
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Dave
is out Marketing Director. He works on contacting new clients, and
creating local ad campaigns. He is a recent graduate of Utah State
University, where he earned his Bachelor of Arts Degree in Political
Science. He plans on pursing a law degree in the future. His professional
skills make him a great team member.
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Marci Love | |
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Marci
is our individual account representative handling individual insurance
plans and applications as well as individual life insurance applications.
She attended Brigham Young University. Before coming to Broadbent
Financial Services, Marci worked as an office manager and has a strong
background in secretarial work. Her experience and personality are
a great asset to the Broadbent Financial team.
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Michelle Broadbent | |
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Michelle
is the bookkeeper for Broadbent Financial Services were she handles
the accounting and payroll. She is reliable and very efficient in
her work. Michelle is a senior at Utah State University Majoring in
Vocal Performance. She also aids Kathy and Marci in individual and
group needs and answering phone calls. Michelle is a wonderful person
to have on our team. |
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"The Voice of Choice" © 2007 Broadbent Financial Services
(800) 393-5371 • (435) 752-7200 • Fax: (735) 752-7521
40 W. Cache Valley Blvd. (1250 North), Ste. 3-A • Logan, UT 84341