Chief Operating Partner

Dan Shubert

Dan has been in the Insurance industry for over 27 years as a Corporate Risk Manager and Agent. Dan is a native of Alabama and a graduate of John Carroll High School and The University of Alabama. He resides in the Riverchase Community of Hoover, AL with his wife Lucy and son Adam. He and his family attend Our Lady of the Valley Catholic Church and enjoys playing golf and fishing.

Managing Partner

Shon Messer, MSFS,RFC

Shon has over 16 years’ experience with a Master’s Degree in Family Financial Planning and Counseling, as well as the CLTC (Certified in Long Term Care), and RFC (Registered Financial Consultant) professional designations.

Shon has one daughter Hannah and a son Samuel. He enjoys golfing, fishing, learning and reading. His family attends Metro Church of God. For more information please visit his LinkedIn profile at http://www.linkedin.com/in/shonmesser.

Senior Partner

Tram Norris

Tram has been an insurance agent for over 39 years. His tenure and expertise has allowed him to not only understand the ins-and-outs of insurance, but also to service hundreds of families regarding their protection needs. He can help you protect the things that are important – your family, home, car, boat and more. Tram has a B.S. Degree in Marketing from Auburn University in 1971.