Author, speaker and life insurance expert, G. Tate Groome is the founder and driving force behind LifeTrust3D™ and the motivation and heart behind his new 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 recently earned the distinguished “40 under 40 Award” in Asheville, NC, was named by LifeHealthPro as one of the “Top 20 Most Creative People in Insurance” for 2015 and was 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. He then began working in his family business, Colton Groome & Company where he is now a principal. 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, Davis, Lillian and Evan.
George is the Chairman of LifeTrust3D, and the Chairman of Colton Groome & Company—a sister company to LT3D—and a North Carolina-based, top-rated investment, insurance, and financial planning firm. 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.
Boaty is our Director of Policy Management. A Chartered Life Underwriter™ and a Chartered Financial Consultant™, Boaty has been working in the insurance and financial securities industries since 2001. He earned his degree from the University of South Carolina. Prior to joining LifeTrust3D, Boaty spent 10 years as a Financial Advisor with Northwestern Mutual Financial Network.
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 skillset, Mr. Ballard received his Bachelor’s degree from Duke University and his MBA from Western Carolina University.
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.
In her spare time, she enjoys spending time with her husband, two girls, and lab Molly. Taylor is also actively involved in her community, is on the committee for Orbie for Orphans and involved in Sunday School for High School Girls at Lake Hills Church.
Lizzie is a senior at Campbell University studying Trust and Wealth Management. Upon her completion of her undergraduate career in December 2016, Lizzie will be moving to Asheville to become a member of the LT3D team full-time. Lizzie has been an intern with us since May 2015, and she works closely with Tate on LifeTrust3D projects. Lizzie is also a member of the Young Professionals Association of Asheville. In her spare time, she enjoys spending time with family and friends, crafting, and playing with her shih-tzu puppy, Cooper.
Mike is a fifteen-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 TOLI Vault℠, 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).
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 under 6-years-old.