Author, speaker and life insurance expert, G. Tate Groome is the founder and driving force behind LifeTrust3D™ and the motivation and heart behind his book ...the Best Policy. A Certified Financial Planner™ and Chartered Life Underwriter™ professional, he earned his degree from UNC Chapel Hill. He has over a decade of experience in providing trusted life insurance solutions to individuals, business owners, and trustees. He earned Biltmore Beacon's distinguished “40 under 40 Award” in 2014, and was named by LifeHealthPro as one of the “Top 20 Most Creative People in Insurance” for 2015. He was also a recipient of the North Carolina Volunteer Award, chosen by the governor of North Carolina.
Prior to forming LifeTrust3D™, Tate taught elementary education and coached basketball for at-risk youth. Tate serves on several boards including the YMCA of Western North Carolina, South Buncombe Youth Basketball, and Skyland United Methodist Church. He and his wife, Anna, reside in Asheville, NC and are blessed with three wonderful children.
George is the Board Chair of LifeTrust3D. Mr. Groome, Sr. earned his Bachelor’s degree from the University of North Carolina, Chapel Hill. He is a Chartered Financial Consultant® and Chartered Life Underwriter®, and holds a Master of Science in Financial Services from The American College. He brings more than 37 years of financial service experience, technical expertise and management to the firm.
During his career, George has been an active supporter of many community organizations including; United Way, YMCA, UNC and the Asheville Area Chamber of Commerce. He also served as President of the Asheville Association of Life Underwriters and Western North Carolina Society of Chartered Financial Consultants and Chartered Life Underwriters. He is the co-founder of the Land of the Sky Estate Planning Council as well as the UNC Asheville Family Business Forum.
Matt brings very strong credentials to the financial & accounting aspects of LifeTrust3D. He earned his Master of Accounting degree from UNC Chapel Hill, and is a licensed Certified Public Accountant and a Certified Financial Planner™. Prior to joining LifeTrust3D, Matt worked for Dixon Hughes Goodman, LLP, in Charlotte, NC as a CPA and senior tax associate focusing on individual, partnership, and corporate compliance issues.
Matt volunteers time to the Leadership Asheville Program, United Way, March of Dimes, and OnTrack Financial Education and Counseling.
Taylor is a long-time resident of Asheville who has recently joined the LT3D team. She graduated with her BS degree in Management at UNC Asheville with a concentration in business administration, and has spent the last five years working in many aspects of project management, accounting, and client administration.
Taylor is also extremely involved in her community: she is on the committee for Orbie for Orphans, a member of UNC Asheville's Department of Management and Accountancy Advisory Board, and is actively involved in Sunday School for High School Girls at Lake Hills Church. In her spare time, she enjoys spending time with her husband, two girls, and two Labs.
Laura Greene joined LifeTrust3D in April of 2018. Laura is Tate's right-hand-woman to ensure all of the details within each policy review have been completed. She obtains all policy details to make certain our "t's are crossed and i's are dotted" for each review delivery.
Laura is a Western North Carolina native, earning her Associates from Southwestern Community College in Civil Engineering & Surveying Technology, and earning her BSBA from King University (formerly King College), in Bristol, Tennessee.
In Laura's spare time, she enjoys volunteering with Mountain Projects (a Community Action Agency in WNC), reading, and cooking extravagant meals with her husband, Michael.
Drawing on his 30 years of managerial and finance experience, Bob manages the Information Technology and Internal Operations at LifeTrust3D. He also oversees the Bookkeeping, Human Resources departments. With a strong and diverse skill set, Mr. Ballard received his Bachelor’s degree from Duke University and his MBA from Western Carolina University.
Diamond oversees our Public Relations, Communications, Website, and Event initiatives. Prior to joining LifeTrust3D™, Diamond specialized in customer support and sales of Luxury Vehicles. With a strong background and expertise in creating the ultimate client experience, she brings warmth and enthusiasm to the team. She received her BBA in Sales and Marketing from Western Carolina University in 2009. And, is the busy wife and proud mother of four children.
Mike is a seventeen-year veteran of the financial services industry who has consistently distinguished himself as a leader and innovator in the area of client advocacy and policy management. After building a successful general financial services practice, he decided to focus on the single, overwhelming need that he identified in the insurance marketplace: on-going insurance policy management. To accomplish this he created and founded the Proformex system, the technology platform that supports our 3D process.
Michael earned his degree from Ohio Wesleyan University. He is a Chartered Life Underwriter, CLU® and member the Million Dollar Round Table (MDRT) and Top of the Table (TOT).